Feedback

  • Contents
 

Configure a Report to Appear and Run in IC Business Manager

        On this page Hide

You configure a report in Interaction Administrator so that you can run the custom report from Interaction Reporter in IC Business Manager. You can add the report to an existing category or create a category in Interaction Administrator. After you add the report to a category, you can:

  • Specify general report and data source information

  • Add stored procedure information, if your report requires a stored procedure

  • Add and configure parameters

  • Set access control

General and data source information

The following illustration shows the general report information and the data source information for the Fax Summary report.

Stored procedure information

The following illustration shows the stored procedure information for the Fax Summary report.

Parameters

A report can filter data by using parameters (for example, a date range). Interaction Reporter provides parameters that you can add to a report.

You can create a parameter based on classes. For example, to create a Date or a Time parameter, use the following class: ININ.Reporting.HistoricalEngine.Module.Parameters.DateTimeRange.

The following illustration shows the Assembly Name and the Class Name for the Date parameter in the Fax Summary report.

The following illustration shows the User Control Assembly Name and the User Control Class Name for the Date parameter in the Fax Summary report.

The following table lists the assembly names and class names for parameters available in Interaction Reporter.

Name

class_name

user_control_class_name

Group Order

...ViewModels.AnalyzerKeywordSections

...Views.DualListSelector

Interval

...ViewModels.AnalyzerScoringInterval

...Views.ComboBoxParameter

Group Order

...ViewModels.AnalyzerScoringSections

...Views.DualListSelector

ACD Logged In

...ViewModels.Boolean

...Views.ComboBoxParameter

Group Report by

...ViewModels.CalibrationGroupBy

...Views.ComboBoxParameter

Calibration Only

...ViewModels.CalibrationOnlyYesNo

...Views.ComboBoxParameter

Call Type

...ViewModels.CallType

...Views.ComboBoxParameter

Date Time Range

...ViewModels.DateTimeRange

...Views.DateTimeRange

Period Type

...ViewModels.DialerInterval

...Views.ComboBoxParameter

Workgroup Queue

...ViewModels.DistributionQueue

...Views.TextBoxParameter

Call Duration

...ViewModels.Duration

...Views.Duration

Display Legends

...ViewModels.FormattingYesNo

...Views.ComboBoxParameter

Interaction Direction

...ViewModels.InteractionDirection

...Views.ComboBoxParameter

Media Type

...ViewModels.InteractionType

...Views.MediaType

Process

...ViewModels.IpaProcess

...Views.DualListSelector

Process Status

...ViewModels.IpaProcessStatus

...Views.ComboBoxParameter

Line

...ViewModels.LineComboBox

...Views.ComboBoxParameter

Subtotal By

...ViewModels.LineGroupBy

...Views.MultiCheckbox

Line Group

...ViewModels.LineGroupComboBox

...Views.ComboBoxParameter

Media Type

...ViewModels.MediaType

...Views.MediaType

Top N Results

...ViewModels.NumericUpDownBase

...Views.NumericUpDown

Date Range

...ViewModels.OptimizerDateRange

...Views.OptimizerDateRangeYear

Date Time

...ViewModels.OptimizerDateRangeMonth

...Views.OptimizerDateRangeMonth

exception

...ViewModels.OptimizerFilterViewModel

...Views.OptimizerFilterView

GroupBy

...ViewModels.OptimizerGroupByComboBox

...Views.ComboBoxParameter

Interval

...ViewModels.OptimizerIntervalComboBox

...Views.ComboBoxParameter

Order By

...ViewModels.OptimizerOrderByViewModel

...Views.OptimizerOrderByView

Target

...ViewModels.OptimizerTargetViewModel

...Views.NumericUpDown

Time zone

...ViewModels.OptimizerTimeZoneComboBox

...Views.ComboBoxParameter

Target Answered Service Level Percentage

...ViewModels.Percentage

...Views.NumericUpDown

Questionnaire Name

...ViewModels.QuestionnaireName

...Views.DataDrivenSelection

Interval Configuration

...ViewModels.QueueInterval

...Views.ComboBoxParameter

Group Order

...ViewModels.QueueSections

...Views.DualListSelector

Media Type

...ViewModels.RecorderMediaType

...Views.MediaType

Scheduling Unit

...ViewModels.SchedulingUnitViewModel

...Views.SchedulingUnitView

Service Level Format

...ViewModels.ServiceLevelFormat

...Views.ComboBoxParameter

Status

...ViewModels.Status

...Views.ComboBoxParameter

Report Flag

...ViewModels.StringParameter

...Views.TextBoxParameter

Target Service Level Calculation

...ViewModels.TargetAnsweredCalc

...Views.ComboBoxParameter

User

...ViewModels.User

...Views.AutoCompleteComboBox

Last Name

...ViewModels.UserLastName

...Views.AutoCompleteComboBox

Recorded IC User

...ViewModels.UserList

...Views.UserList

Group Order

...ViewModels.WrapUpSections

...Views.DualListSelector

Contacted

...ViewModels.YesNo

...Views.ComboBoxParameter

For the parameters listed in the above table:

  • Use ININ.Reporting.Historical.Engine.Module as the assembly name.

  • Replace in the class_name and user_control_class_name with ININ.Reporting.Historical.Engine.Module.Parameters.

Access control

You can set the report to use access control. The access control for a report follows the same rules that Interaction Administrator uses for access control in other products.

The following illustration shows that the Fax Summary report requires access control.

The following illustration shows access control for Interaction Reporter reports in Interaction Administrator.