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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 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. 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).
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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. |
How to access Analytics
To access Analytics, click on the Analytics button at the top of the screen:
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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
Type: choose if you want to receive the report in PDF or CSV
Warning Note Note:
- CSV files are sent only for the visualisations that have tables.
- 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
Click Save to save the scheduled report:
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Manage scheduled reports
To manage your scheduled reports, click the More (three dots) button (1) and select Manage schedules (2):
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