Nortel Networks P0887496 01 manual Setting the report period

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76 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 the report type chosen does not require a report period, the Period group box is inactive. The report period begins on the From date and ends on and includes the To date.

To enter the From and To dates:

1.Click on the From box and enter the date. The following are acceptable date formats.

June 5, 1997

6/5/1997

2.Press Enter.

3.Repeat for the To box. Press Enter.

Note: If a date is typed in an unrecognized format, or if a typed date does not exist, an error message is displayed.

To cancel out of the From/To boxes:

1. Press Tab or Esc.

To specify a report of one week:

1.Click on . The One Week dialog box appears. Choose the month that the desired week started or ended in from the month drop-down list.

2.Select the year the week occurred in the year box. You can either type in the year box or use the increment and decrement arrows to the right of the year box.

3.Select a week from the list of weeks in the box at the bottom of the dialog. Either click on a week and click OK or double-click the desired week. When a week is selected, the start and end dates of the week appears in the From and To date edit boxes.

To specify a report of one month:

1.Click . The One Month dialog box appears. Choose the desired month from the month drop-down list.

2.Set the desired year, using the year control, either by typing it in or adjusting its value with the increment and decrement arrows to its right.

3.When done, click OK to accept the month, or Cancel the Report Period selection.

If a month was selected, the starting and ending dates of the month appears in the From and To date edit boxes, respectively. Dates for February automatically account for leap-years, centuries, and millennia.

Norstar PC Console 1.1 User Guide

P0887496 01

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Contents Norstar PC Console User Guide Page Table of contents Chapter Handling calls Chapter Maintaining caller and employee informationChapter Generating reports IiiGlossary Index Norstar PC Console 1.1 User Guide About this guide Conventions Using the keyboard to navigate around Norstar PC ConsoleNaming of window components Processing a call with right-click mouse capability Shortcut keys defined on the menusInstallation Guide ReferencesServer program Attendant programEasy to use, time saving Graphical User Interface GUI Norstar PC Console featuresReports program Advanced software capabilitiesAttendant types Attractiveness of PC compatibilityUnderstanding Norstar PC Console Getting started Starting the Server programStarting the Attendant program Shutting down the Server programClick Close on the Tip of the Day window Shutting down the Attendant program Minimizing and maximizing the Attendant main windowChecking that the Server and Attendant programs are running Initializing and configuring the Attendant program Starting the Attendant program for the first timeTypes of attendant setups Full-time main attendant setupPart-time main attendant setup Backup attendant setupOverflow attendant setup Assistant attendant setup Setting up other attendant features Notifying the attendant of incoming calls Save the Attendant program optionsSetting the Attendant Selected option Setting Transfer options for voice mail and linkingGetting started Caller Information group box Components of the Attendant main windowDirectory group box Toolbar Title barMenu bar Loop buttonsDirectory group box Status BarEdit menu Using the menu barFile menu Exit Closes the Attendant programView menu Tools menuAssigned tab Transfer menuOptions… Selected tabTransfer to VMail Caller menuPark Target menu Attendant menu Using the toolbarHelp menu Norstar PC Console 1.1 User Guide Words and colors on Loop buttons View menuUsing the Caller Information group box Edit Caller Information dialog box Using the call processing area Using the Directory group box Search and edit functions in the Directory group box Edit Employee Information dialog box Synchronization icon Directory listDirectory list tab views FullDirectory list employee and extension information AssignedSelected Person status iconDepartment NameExt Employee Information dialog box. Refer to MaintainingHandling calls Answering calls as an attendantNorstar PC Console 1.1 User Guide Using the Contacts group box Click the Full, BLF, Assigned or Selected tab Using the Directory tab viewsUsing the Directory Find box Click TransferTransferring a call Using the Department boxEmployee Information dialog box ICS Parking, holding and screening calls Parking calls and paging employeesOn the Caller menu, click View Parked Calls Placing and retrieving calls on holdClick Retrieve Screening calls Contacting employees using Voice Call Linking and Joining callsHandling a callback call Responding to a callback that an extension did not answerResponding to a callback that a called party returned Making a call from the attendant’s extension Managing calls at the employee’s telephone Attendant transfers the call to the Assistant extension Handling calls Maintaining caller information Creating a new caller recordNorstar PC Console 1.1 User Guide P0887496 Finding and editing caller information Maintaining employee information Working with the Directory listFinding an employee record P0887496 Resetting the Full tab view Editing employee informationClick Close to close the Edit Employee Information window Creating a new name for an extensionUsing the Make Caller button Adding notes to employee recordsP0887496 Maintaining caller and employee information Report types Calls by Customers reportCalls to Employees report Extension Directory reportDatabase group box Working with the Reports windowInformation group box Period group box List box Employees and customers group boxesAll and Select option buttons Customer/EmployeeSelecting the database Using the Current Database boxCreating and viewing reports Customers and Employees Selection dialog boxSelecting a report type ConsoleServerDBSetting the report period Clearing a date Selecting employees and customers for the reportTo select the Employees or Customers Create Report button Viewing the report you generatedPrinting a report Generating reports CTA Computer Telephony Adapter Assistant attendantCaller ID Destination extensionInternal call External callICS Norstar Integrated Communications System HookflashStand-alone model Server programShared system Target extensionGlossary Index Norstar PC Console 1.1 User Guide P0887496 Norstar PC Console 1.1 User Guide P0887496

P0887496 01 specifications

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