Nortel Networks P0887496 01 Selecting employees and customers for the report, Clearing a date

Generating reports 77

To cancel a selection you made, press the Esc key or click Cancel. The Period group box information is not changed.

Clearing a date

A date can be cleared by deleting the contents of the edit box. A cleared edit box does not count as a date, and thus does not restrict the range of the other date by the above mentioned- rule.

Note: The To and From date edit boxes are active provided a valid database is selected and a Report Type is selected that requires a Report Period to be defined.

Selecting employees and customers for the report

Some report types, especially those dealing with call data, allow you to choose sets of employees, customers, or both, for which the data are summarized in the report. Reports make only those categories available which are appropriate to the report type you chose. If your Report Type does not need or allow these selections, the Employees and Customers selection areas remain inactive and you can move on to the next step.

To select the Employees or Customers:

1.Click on either Employees or Customers. This displays the Employee or Customer Record Selection dialog box.

Note: The first time you click one of these buttons after connecting to a database, a wait cursor appears while Reports builds the directory. Afterward, and whenever the button is clicked, a pause follows while Reports creates and fills the dialog box. This pause is to be expected, especially for large directories. After the pause, the Selection dialog box appears.

2.The Selection dialog box consists of a list of Employees or Customers. For Customers, the list consists of a single column, the Customer’s Company Name. For Employees, it consists of several columns, such as last, first and middle names, and telephone extension. These columns can be resized by dragging the column header edges in the bar at the top of the list.

3.You can choose either a single item or multiple items. Selected items appear with a blue background running behind their boxes. Choose a single item by pointing and clicking on it. Choose multiple items by holding down the Control key while selecting the items you want. Up to 100 items can be selected from the list. If you require more than 100 items, consider doing several reports with different selection lists, or using the All button.

4.Click OK. The Customer or Employee Record Selection dialog box closes and the related Selection list box displays only those items selected from the dialog.

P0887496 01 Norstar PC Console 1.1 User Guide