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On this page, you can find detailed description of the Cloud Analytics (CDR-View 2.0) feature in Collaboration which provides all the information you need to keep on top of your business. Created: July 2023 Updated: May July 2024 Permalink: https://wildix.atlassian.net/wiki/x/AYBJDQ |
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Events sending / data gathering should be enabled in WMS -> PBX -> Features -> Cloud Analytics. Starting from WMS v. 6.06.20240530.1, it is activated by default on all types of PBXs.
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- Click on the button Save view to the left of the filter panel at the top:
- Enter the name of the report with the set of filters you've applied and click Save:
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Note: The option "Make view available to all users" is greyed out and not available. |
Change view
The next time you open Analytics, the system automatically opens the report in the saved view. To return to the default view, click on the name of the current view at the top:
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You can switch another view or Revert to defaultLiveboard:
Manage views
Click on the button to the left of the filters section on the top and select Manage views:
On the Manage views screen, you can rename the view or delete it:
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Note: The option "Share to all users" is greyed out and not available. |
Filter data via values in the report
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The report is then filtered by the parameter you have just chosen:
You can select multiple filters if required (select the item on the report -> right-click on it and press Filter again).
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You can also choose time bucket, apply filters or apply preferable sorting directly on the charts. For this, click on the top bottom button (1) ( in our example on the screenshot below it is "Daily Date"), and select the option you need (2):
Schedule Reports
Create scheduled report
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- Name: enter title for your scheduled report
- Description (optional): provide description if required; the description is included in the body of the email
- Frequency:
- choose the preferred option: Every N minutes / Hourly / Daily / Weekly / Monthly
- select at which time the report should be sent
- choose day for sending the scheduled report
- Select views: select which reports you would like to receive. In case you have saved views (reports with applied filters), they are available here.
Type: choose if you want to receive the report in PDF or CSV
Note Note:
- CSV files are sent only for the visualisations that have tables. Scheduled reports in PDF format are mostly aimed at charts and graphs, while tables may not contain full information. To get complete data in tables (e.g. the list of calls), we recommend using CSV format.
- In CSV files, the fields that start with “+” are automatically added a single quotation mark (‘) at the beginning of the field.
- For PDF, you can turn the toggle on next to Show advanced PDF settings and configure the following options:
- Format: Liveboard or Visualisations
- Layout: Landscape or Portrait
- Select tabs to download: choose if you want to receive all or specific charts only
- Branding: decide if page number should be included
- Footer text: enter text for the footer of the report
Recipients: you are automatically added as recipient of the report. You can also add other users or groups to send the report to
Note Note:
- Users may not appear in the Recipients drop-down list unless they open Cloud Analytics at least once. E.g. if the colleague you want the scheduled report to be sent to, hasn't accessed Analytics at least one time, you won't be able to choose them as a recipient.
- Under the Groups section in the Recipients drop-down list you can find names of Customers on the Portal. In case you select a group, all users on the PBX (or WMS Network) that belongs to the customer, will receive the scheduled report via email (in case they accessed Analytics at least once).
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