Nortel Networks Attendant Console manual Setting the report period, To set the report period

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86Chapter 6 Generating reports

Setting the report period

Some reports require a report period. The report period defines the time span for which data is considered. If you choose a report type that does not require a report period, the Period list box is unavailable. The report period begins on the From date and ends on and includes the To date.

To set the report period

1In the From box type the date.

The following are acceptable date formats:

•June 5, 1997

•6/5/1997

2Press the Enter key.

3In the To box type the date.

4Press the Enter key.

Note: An error message appears if you type a date in an unrecognised format or if you type a date that does not exist.

To select a report of one week

1Click the One Week button.

The One Week dialog box appears.

2In the month list box, choose the month that the desired week starts or ends.

3In the year list box, select the year the week occurs in. You can type the year box or use the arrows.

4In the list of weeks select a week and click the OK button, or double-click the desired week. After you select a week, the start and end dates of the week appear in the From and To boxes.

To select a report of one month

1Click the One Month button.

The One Month dialog box appears.

2In the month list box, choose the desired month.

3In the year select the desired year either by typing it or selecting it with the arrows.

4Click the OK button to accept the month, or click the Cancel button to cancel your Report Period selection.

If you select a month, the start and end dates of the month appear in the From and To boxes. Dates for February automatically account for leap-years, centuries, and millennia.

To cancel a selection, press the Esc key or click the Cancel button.

The Period list box information does not change.

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Contents

Business Communications Manager Attendant Console User Guide Copyright 2002 Nortel Networks TrademarksContents Chapter Handling calls Glossary Index Contents P0936572 Chapter Introduction to Attendant Console About Attendant ConsoleClient component Attendant Console componentsServer component Reports componentGraphical User Interface GUI Attendant Console featuresComputer compatibility Advanced software capabilitiesAbility to handle growth Choice of Attendant typesReports Chapter Getting started Configuring Attendant ConsoleTo configure Attendant Console Starting Attendant ConsoleTo set or change the attendant’s extension number Types of attendant setupsFull-time main attendant Part-time main attendant Backup attendant To set up the backup attendantGetting started Overflow attendant To set the overflow extensionSetting up an assistant attendant Assistant attendantTo view an assistant attendant’s assigned extensions To activate call notification Setting up other attendant featuresCall notification To set the Attendant Console window to restore automatically Restoring the Attendant Console windowSetting the Attendant Selected option To display extensionsTo disable the Transfer Options Disabling Transfer optionsChapter Using the Attendant Console window Components of the Attendant Console windowFile menu Status barAttendant Console menus ExitEdit menu View menuMonitor Tools menuAttendant Log to FileTransfer menu Caller menu Target menuAttendant menu Help menuMenu keystroke commands Using keystroke commandsAccess keys To use right-click capability Using right-click capabilityKeystroke commands with the Alt key Toolbar buttons Using the toolbarTo display the toolbar About Loop buttons Caller Type Using Caller Information optionsName CompanyPhone To access the Edit Caller Information dialog boxEdit Caller Information dialog box City, State/Province,Record Number Caller ID NameCaller ID Number ContactsUsing the call processing area Using the Attendant Console window Edit Employee Information dialog box Voice Mail Using the Directory options Assigned Directory tabsFull Directory list employee and extension information Directory list columnsSorting information in the Directory list To sort informationOther call processing functions Chapter Handling callsBasic call processing with Attendant Console To answer an incoming call Answering calls as an attendantTo show or hide inactive Loop buttons What the Loop buttons displayTo release a call To transfer a caller to a frequently called number Using the Target list boxUsing the Contacts boxes Using the Directory tabs To search by extension or nameUsing the Directory Find box Using the Department list box To search by departmentTo transfer using the Directory list To transfer using the Contacts boxTo transfer using the Target list box Transferring a callTo transfer a call to an outside number To park a call and page an employee Parking, holding and screening callsParking calls and paging employees To retrieve a parked call To view parked calls To place a call on Hold at an active extension Placing and retrieving calls on holdTo put an incoming call on hold To retrieve a call on HoldScreening calls To screen and transfer a callContacting employees using Voice Call Linking and Joining calls Creating a conference call To create a conference call to an outside numberTo respond to a Callback call Handling a callback callResponding to a callback that an extension did not answer Responding to a Callback that an employee returnsTo process an IntAct call To process a Hold callTo process an Assist call To transfer a call to an extension Making a call from your extensionTo place a call to an extension or outside number To make a call to an inside extensionTo send a call to CallPilot Handling calls at an employee’s telephoneTo speak to a caller To join a call with the current call Creating a new caller record Chapter Maintaining caller and employee informationMaintaining caller information To create a new caller record from an active callRefer to Parking calls and paging employees on To create a new caller record when there are no active calls To create a new caller record from a Caller IDTo edit a caller’s record Finding and editing caller informationTo find caller information To delete a caller recordTo sort a column of information in the Directory Using the Directory listMaintaining employee information Finding an employee record To search by nameTo search for a person in a department Resetting the Full tab viewTo reset the Full tab view To change the person status of an extension Editing employee informationTo add or change an extension To create a new name for an extensionUsing the Make Caller button To assign the name of an employee to a caller recordTo type a note Adding notes to employee recordsTo select from the list of notes To save employee edit changes Maintaining caller and employee information P0936572 Report types Chapter Generating reportsAbout Attendant Console reports About the Reports window To open the Reports windowComponents of the Reports window Database boxInformation list box Information list box contains the report type information Period list box List box Employees and Customers optionsCustomer and Employee Selection dialog box Customer and EmployeeSelecting a report type Creating and viewing reportsLoading the database To load the databaseTo select a report of one week Setting the report periodTo set the report period To select a report of one monthTo clear a date Selecting employees and customers for the report To select employees or customersTo create a report Creating the reportViewing the report To change the displayed page from the keyboardPrinting a report To print a reportGlossary Main attendant Hunt GroupInternal call Networked modelIndex NumericsP0936572 Person status icon P0936572