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On this page, you can find detailed description of the Cloud Analytics ( CDR-View 2.0) feature Liveboard in x-bees which provides all the information you need to keep on top of your businessthe description of available reports and filters. Created: August 2023 Permalink: https://wildix.atlassian.net/wiki/x/AYBJDQAQDzDg |
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Introduction
CDR-View View in x-bees allows you to monitor the call activity of the employees and get reports related to the number of calls, costs, call duration, usage of trunks, etc, as well as analyze the activity of call agents and response groups.
Requirements
- WMS Beta 6WMS version 6.0301.2023063020220621.3 2 or higher
- License: x-bees-SuperBeeACL rules set in WMS:
- can use analytics: adds display of the Analytics button in Collaboration
- can see analytics: lets to choose which groups data will be available in Analytics reports
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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 CDR-View
To access CDR-View:
- Go to Analytics -> on the Home or the Liveboards tab, select CDRView X.X, where X.X is a version version
View Different Charts
x-bees CDR-View provides the report data in different charts and you can easily navigate between them by choosing the necessary tab:
The following views are available:
Data Grid
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- Line Chart
- Area Chart
- Pie Chart
- Bar Chart
- Column Chart
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- Timeline Column Chart
- Call Distribution Map
Call Quality
Note Note: currently this report is in Beta stage, available from WMS 6.04.20230815.1 and higher.
Filter Report Data
On the page that opens, you can see a report that displays data according to the filters at the top:
When you click on a filter, a pop-up window appears, which allows you to choose by which parameters you want to filter the report. E.g. clicking on the filter Direction (1), you can select inbound/ internal/ outbound calls (2):
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- Direction: choose if you want to see inbound, internal, or outbound 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
- PBX: 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.
- Tab Rolling:
- Name: select the user(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, or PBX.
For most filters, you can choose either to include or exclude data:
Choose time bucket / filters / sorting via the charts
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) and select the option you need (2) (in our example on the screenshot below it is "Daily DateTime Bucket"), and select the option you need (2):
Schedule Schedule Reports
Create scheduled report
Collaboration Analytics allows CDR-View allows you to configure scheduled reports to have them sent to email(s) at specified interval.
To schedule a report, click on the More (three dots) button (1) -> choose Schedule option (2):
On the Create Schedule screen that opens, fill out the following fields:
- 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 Current limitation: When trying to add other users' emails into the Recipient field, you may receive the notification about the "can schedule for others" privilege required. The possibility to add other emails will be available in further releases.
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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
Click Save to save the scheduled report:.
Manage scheduled reports
To manage your scheduled reports, click the More (three dots) button (1) and select Manage schedules (2):
Click More (three dots) next to the necessary report, where you get the following options:
- Pause
- Edit
- View run history
- Delete
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In case of pausing a scheduled report, its status changes to Paused:. You can resume the scheduled report any time.
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