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Info

On this page, you can find detailed description of CDR-View Liveboard in x-bees which provides the description of available reports and filters.

Created: November 2023

Updated: March 2024

Permalink: https://wildix.atlassian.net/wiki/x/AQDzDg


Table of Contents

Introduction 

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  • Events sending / data gathering should be enabled in WMS -> PBX -> Features -> Cloud Analytics. It is automatically activated 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).
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.


Warning

Important: If you need to disable Cloud Analytics, please contact Wildix Technical Support, as it may affect presence sync in x-bees. 

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  1. Click on the button Save view to the left of the filters panel:

  2. Enter the view name and click Save:

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Note

Note: The option "Make view available to all users" is greyed out and not available for the CDR-View2.x report.

Change view

The next time you open CDR-View2.0, 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 (1) and press Reset Liveboard (2): 

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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
    • 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 

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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).


Click Save to save the scheduled report.

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