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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: September 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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For most filters, you can choose either to include or exclude data:
Save filter settings
Add a new view
After you've applied filters to the report, you can save the filter settings:
1. Click on the button Default view to the left of the filter panel at the top:
2. Click Save view:
3. Enter the name of the report with the set of filters you've applied and click Save:
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:
You can switch another view or Revert to default:
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, delete it or share it with others:
Filter data via values in the 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
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.
- 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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