CDR-View User Guide

Requirements

OS:

• Mac OS X 10.11 and higher
• Microsoft Windows 10 and higher

Web Browser:

• Google Chrome
• Safari
• Mozilla Firefox

(use the last stable version of the browser)

Wildix applications:

• Collaboration with UC-Premium License, more information https://www.wildix.com/licensing/

Internet connection:

• Internet connection is required to start CDR-View and to sync the last events; once the sync is performed (you can select the period for the sync), you can work offline

WMS configuration:

• Backend must be configured in Settings -> PBX -> Call and Chat history
• For call cost information, pricelists must be uploaded in Trunks -> Pricelists and associated to trunks used for outgoing calls

Temporary limitation:

• You can open only one CDR-View instance on one PC

Launch CDR-View

Download CDR-View launcher

The first time you launch CDR-View, you are invited to download the Integration Service.

Once the download is finished, install the application.

Start CDR-View:

• Collaboration top menu -> Other -> CDR-View
• Collaboration History -> CDR-View button

Create reports

1 – Predefined filters: a selection of ready filters allowing you to create a report

2 – Filter section: manually adjust the filters to match your search criteria

3 – Grouping by / Metrics: after have applied filters, you can choose how to group the results, then select the Metrics parameter for analysis (Count of events; Cost of events; Talk time of events)

4 – Full screen mode: activate / deactivate

5 – View report in the form of data grid / charts (5 types)

6 – Save your report: you must specify the name of your report, add description; it’s possible to share your report with other users)

7 – Export your report: datagrid can be exported into .xls / .csv; charts are exported in .png format (the max number of records is up to 500 000)

Predefined filters

• Call list (Today / This week / This month): a quick overview of call activity
• By time (Today / This week / This month / This year)
• By group (Today / This week / This month)
• By trunk (Today / This week / This month)
• External calls (Failed outgoing / Missed / Sent faxes / Received faxes / Voicemail)
• Outgoing calls by (Country / Call class)
• Incoming calls by (Country / Call class)
• Cost by (User / Group / Trunk / Call Class / Destination)
• Trunk usage by group (Today / This week / This month)

In addition:

• Shared reports: load reports previously saved and shared by you or another user
• Personal: load personal reports previously saved by you

Filter section

• Direction (Internal to External / External to Internal / Internal to Internal): it is possible to search by number / group / contact / pattern
• Services (Call / Fax / Voicemail)
• Cost (specify the cost range)
• Tag (select tags); note: tags can be added in WMS Settings -> PBX -> Call and chat history)
• Talk time (specify the talk time period)
• Period (specify the time range)
• Trunks (select the trunks)
• PBXs (select PBX in WMS Network); note: filter is available if you have more than 1 PBX

How-to:

• Clear the filters: click Reset
• Display the results: click Apply

Direction filter: search by number/ group/ contact/ pattern 

Search by number / group / contact name: type the data into the input field as illustrated on the screenshot below and click on “+”; otherwise tick off the check box.

Search by pattern: use the % symbol (supported formats: %X, X%, %X%, example: 55% matches any number starting with 55; %55 matches any number finishing with 55;  %55% matches any number containing 55).

Grouping by / Metrics 

Any report needs at least two parameters for analysis, CDR-View allows you to select by which parameter to group the events (By day / user / company / etc) and to select the Metrics for events analysis (by Cost / by Talk time / by Quantity).

Grouping by: Hour / Hour of the day / Day / Day of the week / Week / Month / Month of the year / year / User / Group / Business partner / Company / Number / Trunk / Tag / Country / Class / Between Users / Between Groups.

Metrics: Count of events (Count / Count by service / Count by status / Count by destination / Count by SLA); Cost of events (Cost / Cost by service / Avg. cost by service); Talk time of events (Talk time / Talk time by direction / Avg. talk time by direction).

View report in the form of Data Grid / Chart 

Data grid (default):

• once Grouping is applied, data is grouped by the selected parameter and default Metrics are displayed (Count of events – Count; Cost of events – Cost; Talk time of events – Talk time), you can change “Metrics”

Charts: Grouping must be applied to display the report in the form of a chart:

• Line Chart / Area Chart / Column Chart: display “Grouping by” parameter on X axes, selected “Metrics” parameter on Y

• Bar Chart: displays “Grouping” parameter on the Y axes, selected “Metrics” on the X axes

• Pie Chart: displays the percentage (“Grouping” parameter vs selected “Metrics”)

Settings / Sync 

• Update: sync the last events

• Settings: select the sync Period (once applied, sync is performed) / set up the SLA / set up the number of ring time in seconds to consider call as missed call/ select how many decimal places have to be displayed in Cost