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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: February 2025

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.

Note

Note:

  • If sending of the events was enabled and then disabled, the old data is still stored in the data base. For the old data be removed, a ticket to customer care has to be opened.
  • On WMS versions prior to v. 6.06.20240530.1, Cloud Analytics is enabled by default if a PBX or whole WMS Network are running in the Cloud. In case of a standalone Virtual/ Hardware PBX, or if there is a mix of Cloud and Virtual/ Hardware PBXs in a WMS Network, Cloud Analytics should be enabled manually by admin.
    Documentation: WMS Settings Menu - Admin Guide (Features section).

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  • Agents Extended: displays extended data grouped by agents including talk, ring and wait time, number of completed and missed calls, split by inbound and outbound calls:


  • Companies: displayed data grouped by companies, including the number of missed and completed calls, ring and talk time:


  • Tags: displays external call statistics (the number of missed and completed calls, ring and talk time) grouped by tags:
     
    Further tabs present call data in various charts:


    • Line Chart:


    • Area Chart



    • Pie Chart:



    • Bar Chart:


    • Column Chart


    • Timeline Column Chart:



  • Internal Communications: displays call statistics between internal users. The table includes the list of agents, from whom and to whom the calls were made, ring, wait, talk time and the number of calls. Internal Communications Map visualizes internal calls between users. 

    Image Modified

  • Advanced Grid: provides extended information compared to Simple Grid including Cost, Service number, PBX information, flags, trunk, tags, service, etc. 


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Note

Note:

  • Currently, the selected filters are cleared after the page is reloaded. However, you can save filter settings for future use (see more in the section Save filter settings below).
  • It is currently not possible to change the metric. The metric is always the number of calls. 
  • Only 1000 rows are displayed by default. After scrolling down to the 1000th row, the table loads the next 1000, and so on, until all the filtered data is loaded. However, when you export the filtered data in CSV, the report includes all rows of the filtered data (not only the first 1000). 

  • It is possibile to filter Cloud Analytics (CDR-View 2.0) data by an individual tag rather than by a string of tags (e.g. in cases when multiple tags are added to a call). Selecting multiple tags when filtering data is also possible. 

The filters include:

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  • Hour of day: filter data by a specific time frame during a month or an entire period
  • Service: select the services (Call groups) you want to be displayedDirection: choose if you want to see inbound, internal, or outbound calls
  • Status: completed or missed calls
  • Service: select the services (Call groups) you want to be displayed
  • Talk Time: select talk time (currently, the filter is available in seconds)
  • Trunk: choose the trunks to be included in the report
  • Tags: select available tags
  • PBXSerial: choose the necessary PBX serial(s)
  • Date: choose the period by which the data should be filtered:
    • Tab Rolling
      • Yesterday
      • Today
      • This (minute(s), hour(s), day(s), week(s), month(s), quarter(s))
      • Last (number of minute(s), hour(s), day(s), week(s), month(s), quarter(s))  
      • Before (<)
      • After (>)
      • On or after (≥)
      • On or before (≤)
      • Week to date
      • Month to date
      • Quarter to date
    • Tab Fixed:
      • Between / Not in between
      • On (=) / Not on (!=)
      • In month and year
      • In quarter and year, etc. 

  • NameAgent: select the user(s) to be included in the report
  • Client: select the client (s) to be included in the report
  • ACL Group: select ACL group(s) to be displayed
  • Number: choose the number/ extension to filter all incoming and outgoing calls to the selected number/ extension
  • Department: select the necessary department(s) of PBX users
  • Timezone: choose the timezone
  • Group by: choose if you want to group the data by Status, Direction, Service, Trunk, PBX, Hour of Day or Day of Week. 
  • Display Metric: select the metric to be calculated, calls or flows, which correspond to entire calls or their individual parts. By default, full calls are counted.
    Note: Applying this filter changes the calculation metric across all visualizations except Data Grid and Advanced Grid reports.

  • Display Options: apply filtering and display only the first part of a call / only the last part / or all parts and include only them in all calculations. By default, all parts of the call are calculated and displayed.

For most filters, you can choose either to include or exclude data: 

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  1. Click on the button Save view to the left of the filter panel at the top:

  2. Enter the name of the report with the set of filters you've applied and click Save:

Note

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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On the Manage views screen, you can rename the view or delete it:

Note

Note: The option "Share to all users" is greyed out and not available. 

Filter data via values in the report

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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
    • Tabs to attach: choose if you want to receive all or specific charts only
    • Branding: decide if brand logo and page number should be included
    • Footer text: enter text for the footer of the report 

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  • 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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