Tab: Report Options

Name or rename your report.

Choose the appropriate Report Type: 

 

All calls are outstanding by default.  Calls can be marked as dealt with in the Call Manager.  This status can then be used to filter reports on. 

 

 

 

Inbound scripts in particular may include a chargeable control, which can be used to filter reports on.  This control is also used with the optional Billing and Invoicing module.

 

 

 

Choosing to "Mark Calls as Dealt With" will only do so when the report is scheduled to run automatically using the Report Scheduler, rather than manually run using the Report Runner.  This will mean that they are not picked up on the next scheduled run.   It will effectively update tbl_session for the record included on the report and set the dealt_with column value to '1' 

 

Add the report to an existing Report Group. 

Choose whether or not to show your headings.  If for example you are creating an Excel report, you will probably want to show the headings or field names corresponding to your data.  If you are creating a report to generate an email or letter, or to insert data into an Excel Template which already contains headings, you will not want the headings to show.

If sending a file via email, manually downloading it, or saving it to a path, you must enter a file name.  Note that file extensions must be added which correspond with the type of report you selected at (2)

 

Excel File:                                .xls

Rich Text File                          .rtf

Plain Text File                         .txt

Comma Delimited File:      .csv

 

You can append a date and time specific code to the end of your file name to differentiate it from other reports delivered to the recipient or location.  For example, report[dd][MM][yyyy].txt will generate a file called report21062013.txt

 

Click on the "Open filename key" link to view available options:

 

Check the box to send the report as an attachment to an email.  enter the appropriate to and from details.

Checking the Send Email box will make the email options visible in the Call Manager Customer Details tab.

Enter a subject and body for the email to which the report will be attached.  If the report contains no data you can specify a separate message.  There is no need to complete this section if you are sending your email from within a script.

Associated with the billing and invoicing module.

 

The report runner can decide when to include the results of your report in the body of an email or document, or as an attachment depending on how the report is run.  If using one of the Report Runner Controls in script, to run the report, the runner would decide to include the report results in the body of the email., or as an attachment  If running the report manually from the Report Runner, the runner would prompt the person running the report to download the file associated with the report.

 

Options are:

To save the report to a path, check the box and enter the full path.  You must ensure that the scheduler service running on the CallScripter server has the appropriate permissions to access the destination path.

Send the results of the report to a specified SMS number and associate a cost with the SMS for billing purposes if required.  SMS can be sent to multiple numbers if your provider supports it.  CallScripter can store a maximum of 300 characters in this field.

Save the specified Options.  Version 4.5.29+ will prompt users to complete any compulsory fields before leaving this tab:

 

 

Once you have configured the report fields and filtering, you can view a preview of the report by returning to the Report Options tab.