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PhonEX ONE

Reporting

User Manual

Version 3.00

© MIND CTI Ltd.

MIND CTI LTD. shall bear no responsibility or liability to a client or to other person or entity with respect to

liability, loss or damage caused or alleged to be caused directly or indirectly by MIND-PhonEX ONE. This

includes but is not limited to any interruption of service, loss of business or anticipatory profits or

consequential damage resulting from the use or operation of MIND-PhonEX ONE.

Information in this document is subject to change without notice. Companies, names and data used in

examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or

transmitted in any form or by any means, electronic or mechanical, for any purpose without the express

written permission of MIND CTI LTD.

Windows, as used in this manual, shall refer to the Microsoft implementation of a Windows system.

2012 MIND CTI LTD. All rights reserved.

Revision Date Author Notes

1.0 July 2011 Alina Buimaga Updated the User Manual to version 3.00 based

on version 2.31

2.0 September 2011 Alina Buimaga Updated the Dashboard and Employee Details

sections

3.0 November 2011 Alina Buimaga

Updated the Reports Available Features section

Added The Automatic Distribution Option and

Service Code sections

4.0 February 2011 Alina Buimaga Updated the Top Calls and Call Types sections

5.0 March 2011 Alina Buimaga Updated the ‘What If…’ section

6 June 2012 Diana Sava

Updated the Automatic Distribution section

Updated the Monitor Settings section

Updated the Account Details section

7 February 2013 Diana Sava Updated the Dashboard section

Table of Contents

PhonEX ONE Reporting User Manual - Ver. 3.00 i

Table of Contents Login ................................................................................................................................... 3 Authenticate against Active Directory ............................................................................... 3 Change User ...................................................................................................................... 4 Change Password .............................................................................................................. 4 Drill-down Reports ............................................................................................................. 7 Reports Available Features ............................................................................................... 7

Print ................................................................................................................................ 7 E-mail ............................................................................................................................. 7 Export as ….................................................................................................................... 8 Automatic Distribution .................................................................................................... 9 Page Number ................................................................................................................. 9 Next Page/Previous Page ............................................................................................. 9 First Page/Last Page ..................................................................................................... 9 Search ............................................................................................................................ 9 View Chart ...................................................................................................................... 9

The View Chart Option ...................................................................................................... 9 Advancing through the Data ........................................................................................ 10 Selecting Chart Variables ............................................................................................ 10 Chart Types .................................................................................................................. 10 Chart Colors ................................................................................................................. 11

The Automatic Distribution Option................................................................................... 11 Report Links ..................................................................................................................... 18 Report Links ..................................................................................................................... 21 Recent Calls ..................................................................................................................... 28 Extensive Talkers ............................................................................................................. 29 Expensive Calls................................................................................................................ 30 Frequent Destinations ...................................................................................................... 31 Frequent Callers............................................................................................................... 32 Expensive Talkers ............................................................................................................ 34 Expensive Destinations ................................................................................................... 35 Common Report Definition Fields ................................................................................... 37

Dates ............................................................................................................................ 38 Last ............................................................................................................................... 38 Report Levels ............................................................................................................... 38 Call Types .................................................................................................................... 38

Report Definition Buttons ................................................................................................. 38 Report Design .................................................................................................................. 39 Summary .......................................................................................................................... 40 Location Summary ........................................................................................................... 46 Account Summary ............................................................................................................ 49 Monthly Activity ................................................................................................................ 51 Organizational Monthly Activity ....................................................................................... 53 Employee Details ............................................................................................................. 56 Account Details ................................................................................................................ 61 Cost Distribution by Employee ........................................................................................ 62 Cost Distribution by Department ..................................................................................... 66 Overrun Calls ................................................................................................................... 68 Top Employees ................................................................................................................ 70 Top Destinations .............................................................................................................. 77

Table of Contents

PhonEX ONE Reporting User Manual - Ver. 3.00 ii

Top Dialed Numbers Report ........................................................................................ 79 Top Destinations Report .............................................................................................. 82 Top Destination Groups ............................................................................................... 83 Top Destination Types ................................................................................................. 84

Unused Devices ............................................................................................................... 86 Undefined Devices ........................................................................................................... 89 Undefined Accounts ......................................................................................................... 90 Trunk Group Trends......................................................................................................... 91 Query Buttons ................................................................................................................100 The Criteria Panel ..........................................................................................................101

Query EUDF and OUUDF ......................................................................................... 102 Query Extra Fields ..................................................................................................... 103 Data Fields ................................................................................................................. 105

Selecting Elements from a Dialog Box ..........................................................................105 Extended Options ..........................................................................................................106 Database Fields .............................................................................................................107

Date ............................................................................................................................ 107 Device......................................................................................................................... 109 Device-2 ..................................................................................................................... 110 Employee ................................................................................................................... 111 Organization ............................................................................................................... 112 Location ...................................................................................................................... 114 Cost ............................................................................................................................ 114 Duration ...................................................................................................................... 115 Destination ................................................................................................................. 116 Time ............................................................................................................................ 118 Trunk Group ............................................................................................................... 118 Trunk .......................................................................................................................... 120 Account....................................................................................................................... 121 Data Source ............................................................................................................... 121 Service Code .............................................................................................................. 122 Call Type .................................................................................................................... 123 IP Additional Fields .................................................................................................... 129 Sorting Methods ......................................................................................................... 131 Sum Total ( ) ............................................................................................................ 132 Page Break ( ) ......................................................................................................... 132 Summing Up .............................................................................................................. 133

Report Formats ..............................................................................................................133 Standard ..................................................................................................................... 134 Destination ................................................................................................................. 134 Summary .................................................................................................................... 135 Conditional Summary ................................................................................................ 136 ASR ............................................................................................................................ 136 Device Detailed .......................................................................................................... 137 Destination Extended ................................................................................................. 138 Ring Time ................................................................................................................... 138 What If… .................................................................................................................... 139 Employee Detailed ..................................................................................................... 140 CCM 5.0 Detailed ....................................................................................................... 140 The Availability Report ............................................................................................... 141

Query Advanced Options...............................................................................................142 Report Currencies ..........................................................................................................142

Table of Contents

PhonEX ONE Reporting User Manual - Ver. 3.00 iii

Sites ................................................................................................................................143 “Summary Only” Option ............................................................................................. 144 “Cross-site” Option ..................................................................................................... 144

All Calls on a Given Day ................................................................................................145 The Query Report ...................................................................................................... 146

Naming and Saving the Query ......................................................................................147 Calls Sorted by Device ..................................................................................................147

The Query Report ...................................................................................................... 148 Summarizing Information ...............................................................................................148

The Query Report ...................................................................................................... 149 Summary Report ............................................................................................................150

The Query Report ...................................................................................................... 151 From Summary to Detail ................................................................................................152

The Query Report ...................................................................................................... 153 Report Definition Buttons ...............................................................................................156 Custom Report Templates .............................................................................................158 Monthly Budget Summary .............................................................................................160 Device Budget Usage ....................................................................................................161 Device Budget Exceptions .............................................................................................164 Letters for Device Budget ..............................................................................................166

Introduction

PhonEX ONE Reporting User Manual - Ver. 3.00 1

Introduction

What Is PhonEX ONE? PhonEX ONE is a comprehensive, flexible and fully web-based solution for call accounting management and

control. It provides an intelligent tracking of all the traditional and VoIP calls, cellular activity, and data traffic.

PhonEX ONE is scalable from a single site to monitoring call traffic in multinational organizations, as it can

easily be adjusted to local languages and currencies. PhonEX ONE offers powerful reports in a system that

runs itself, ensuring a quick return on investment and long-term usage. PhonEX ONE helps enterprises to

reduce operational costs, improve employee productivity, monitor network activity, report usage trends and

statistics, and optimize network resources.

PhonEX ONE is a PBX independent platform, integrating with various network communications equipment,

including IP PBXs, hybrid systems and traditional PBXs. It is capable of working with numerous other system

elements such as Gateways, Gatekeepers and Routers. PhonEX ONE is certified against the latest versions

of PBXs as Cisco UCM, Avaya CM, 3COM VCX, Siemens HiPath and BT ITS.

Based on advanced ASP.NET technology and the standard MS-SQL database, PhonEX ONE is designed

with a modular architecture, residing in one or several servers, according to the enterprise size. Customized

for specific organization needs, the system can collect data from many sites simultaneously, thus creating

information in shortest periods of time. The PhonEX ONE system allows you to:

Manage your telephone expenses at all levels by both employees and departments

Generate easy-to-read reports with the information you want to see

Generate reports and track costs in multiple currencies

Monitor the call load on each employee and outside line

Keep track of excessive telephone usage, including long and expensive calls

Reduce your telephone expenses by increasing employee awareness of efficient telephone use

Display two currency values and work in a multi-currency environment. This feature is especially

important because of the introduction of the Euro and the deregulation of telecom markets.

PhonEX ONE Abilities Fully web-based solution for easy access from anywhere inside or outside the organization and at

any time

Modular architecture, supporting an unlimited number of sites and extensions

Easy to install, fast to generate and drill down reports, and a user friendly interface enables

exporting to various types of files

Converged reporting of nearly all legacy and IP PBXs, and other communication sources including

mobile operators data and information

Multi P&L units, multilingual, multicurrency and multi CDR capability

Introduction


Advanced Report Scheduler, automatically sends reports to a printer, file or email

Dynamic hierarchy structure with an unlimited number of hierarchy levels

Supports the Microsoft SQL database and uses an advanced ASP.NET technology

Event log for auditing and tracking system behaviour including system violation logs

Near real-time monitoring and alerting and full visualization anywhere, anytime

Enhanced security: access limitation on a user and group basis and enhanced protection from

unauthorized users based on SSL encryption

Supports server virtualization technology, which allows consolidating servers and using hardware

more efficiently

Quick Start


Quick Start PhonEX ONE Quick Start is a step-by-step introduction to the custom reporting features of the Call

Accounting System (CAS). After completing this hands-on introduction, you will master the heart of the

PhonEX ONE reporting tools. In the Quick Start, you will learn:

How to log in to the PhonEX ONE system

How to create your own custom queries

Using the Password Features PhonEX ONE is equipped with a number of security features to ensure that only authorized personnel can

access the call data.

Login When you start up PhonEX ONE, you are prompted to enter your user name and password. The Login

window is displayed:

The Login window User: Type your user name in this field. The default is admin.

Password: Type here your current password. If this is the first time you have logged in, the default password

is admin. You can use the Change Password feature (see below) to change your password after logging in.

The password is case-sensitive.

Click Login to connect to the application.

Authenticate against Active Directory When user tries to login the PhonEX ONE system:

1. PhonEX ONE checks if the system allows Active Directory Authentication;

Quick Start


2. PhonEX ONE redirects the authentication procedure into the Active Directory and logs in the

user according to the PhonEX ONE local policies rights;

3. The user name and password are taken from the local domain network login.

When a user tries to log in to PhonEX ONE, PhonEX ONE tries to find that user in LDAP.

If the user exists in LDAP, PhonEX ONE looks for that user in the PhonEX ONE database. If the user is not

found in the database, it will be added and it will be bound to the specified PhonEX ONE security group. If

the user is found in the database, and the LDAP security group is different from the PhonEX ONE security

group, the PhonEX ONE user will be updated with the new security group.

After this phase the user is automatically logged in without showing the PhonEX ONE login page.

Any LDAP user must have an attribute that specifies a PhonEX ONE security group. In case this attribute

doesn’t exist, is not set or it doesn’t match any existing PhonEX ONE groups, then the user will have by

default Reporting rights. The attribute name of a LDAP user that stores the PhonEX ONE security group is

customizable (the user chooses which attribute stores the PhonEX ONE security group).

Change User Use this option to change the user without quitting PhonEX ONE. To change the user, select Logout from

the User: admin menu, in the upper right corner of the PhonEX ONE window. The Login window will be

displayed. In the User field enter the new user name. Type the password corresponding to the new user

name in the Password field.

Note: You can have the same password for several user names.

Change Password For security reasons, it is recommended that you change your password from time to time. You can change

your password at any time by selecting Change Password from the User: admin menu. The Change Password window is displayed:

Change Password dialog box Old password: Type your current password. This verifies that the person changing the password is indeed

the designated user.

New password: Type the new password in this field. The password can consist of a minimum of 6

characters. The password is case-sensitive.

Quick Start


Confirm new password: Type the same password that you typed in the New Password field. The new

password is accepted only if these two entries are identical (in characters and case).

Click Save to accept the new password or Cancel to close the window without making changes.

Reports


Reports PhonEX ONE produces quick and clear reports on almost every aspect of the communications system,

tailored to suit individual needs. PhonEX ONE provides full or partial monitoring capability of telephone, fax

and modem usage for the entire enterprise. Whether minute-by-minute updates, monthly reports or data on

long-term usage patterns are required, PhonEX ONE supplies with this information. Reports can be

produced for any hierarchical level of the enterprise. PhonEX ONE supports an unlimited number of

hierarchical levels. Reports are presented in tabular form and the summary reports have a graph option.

Report Enhancements PhonEX ONE has the following enhancements:

The Summary only option in the Cross-site report at all queries/reports.

The Cross-site option in the Employee Details report.

Option to filter by employee type in the Employee Details report and Summary report.

Option to filter by employee ID in the Extension Details report.

Reports are displayed in the table format, which makes them look much more clear.

Overview The heart of the PhonEX ONE program is its ability to summarize data and produce reports on virtually every

aspect of your telephone system. PhonEX ONE allows you to monitor telephone, fax, and modem usage in

all or part of your organization. Whether you need minute-by-minute updates, monthly reports, or data on

long-term usage patterns, PhonEX ONE allows you to tailor reports to suit your needs.

The PhonEX ONE reporting tools are accessed via the Query and the Report submenus. The Query

submenu allows you to construct customized reports for tracking down usage information, and to save these

customized reports for frequent and convenient use. The Reports submenu offers a wide selection of pre-

defined reports for immediate data analysis. All reports are presented as tables, and some can also be

presented as graphs.

Reports Layout When you produce a report or execute a query, the PhonEX ONE report is generated in the Crystal Reports

format. The report is displayed in the same window. Crystal Reports allow you to examine all report

information online, select graphical representations of the data, print the report, and e-mail the report.

Reports


Sample portion of a report

Drill-down Reports PhonEX ONE web-based drill-down reporting features give users easy, flexible and faster access to

database information. The extensive reporting drill-down capabilities help you better monitor the summary

report information. Once a report is produced, administrators can drill into different hierarchies, starting from

one report, without having to reproduce the same report over and over again.

PhonEX ONE enables visual indication for the drill-down option, underlining the relevant fields in the report.

This indication should appear always and not just when the mouse is over that specific field. The underline

option is used only in the Crystal web display and not in the other supported formats.

Reports Available Features The following features are available in all or most of the PhonEX ONE reports:

Print

If you want to print a report select Print from the Action drop-down list. Next to this

field you will be able to select the printer from the list of local printers available on your

computer. After you define all these options, click Go to print the report.

E-mail

If you want to e-mail a report select E-mail from the Action drop-down list. Next to

this field you will be able to select the format of the file to be e-mailed. You can select

from the following formats: Word (*.doc), Acrobat (*.pdf), Excel (*.xls), Crystal Reports

(*.rpt), HTML (*.html), Rich Text Format (*.rtf), Text only (*.txt) or Export delimited

(*.csv). In the Address field type the e-mail address. After you define all these

options, click Go to e-mail the report.

Reports


Export as …

Select Export as… from the drop-down list to export the report to a file. You can

choose the format in which the report is saved from the file format drop-down list:

Word Document (*.doc), Acrobat Document (*.pdf), Excel (*.xls), Crystal report (*.rpt),

HTML (*.html), Rich Text Format (*.rtf), Text only (*.txt) or Export delimited (*.csv).

Note: In order to increase the performance, reliability and number of CDRs that can

be exported, and to reduce memory usage, a custom CSV export method is used for

query reports (instead of Crystal Reports export method).

The Unformatted Excel (*.csv) export format is available only for standard query

reports. The format is based on the current CSV format and can be easily imported in

Excel.

When you select the Export delimited (*.csv) file format from the drop-down list, a

picker button is displayed next to the file format text box. Press the picker button to

open the Extended CSV File Options dialog box:

Extended CSV File Options dialog box

Type the character that will be used to separate the exported values in the Delimiter text box. If the Field in quotes option is selected, the values will be inserted between

double quotes. When the ‘Include header’ option is checked, the report that is

exported as CSV file will include column headers on the first line.

Note: The ‘Include header’ option is available only for the reports generated under

the Organization Structure, Tariffs and System Configuration menus, for Standard

Query, Traffic Query and Matrix Query reports.

The settings defined by the user in the Extended CSV File Options dialog box for the

CRViewer page will not be saved in database.

The Summary, Location Summary and Organizational Monthly Activity standard

reports do not include the Export Delimited (*.csv) file format. The columns header

can’t be exported for the rest of the standard reports that are exported as CSV file.

The columns header exported for query reports contains all the fields that are

included in the selected query report format. Only the details section is exported in the

CSV file (other report sections like partial totals, totals, other headers and footers or

summarizations are not exported).

Reports


Note: The columns header can’t be exported in the CSV file for Budget and Bill reports. The Extended CSV File Options picker is not available for Alerter/Guard

reports.

In the Name field type the name of the file where you want to export the report. Click

Go to export the report.

Automatic Distribution

Select the Automatic distribution option from the drop-down list to send the report to

a list of employees or departments. For a full description of this option, see The

Automatic Distribution Option, page 11.

The Automatic Distribution feature is available for the Summary, Monthly Activity,

Organizational Monthly Activity, Employee Details, Overrun Calls and Top Employees

standard reports and for all Standard/ Matrix/ Traffic query reports.

Page Number

A status panel displays the total number of pages in the report and the current page

displayed. To jump to a desired page, click the right arrow or the left arrow .

Next Page/Previous Page

Click the left arrow to go to the previous page in your report, or click the right

arrow to go to the next page.

First Page/Last Page

Click the arrow button ( ) displayed next to the status panel to open the dialog box that allows you to go directly to the first page or to the last page of the report.

Search

Type the string of characters (representing an employee number, the name of a day

of the week etc.) you want to find in the report and then click and the report will

take you directly to that string.

View Chart

Click the Graph button to view data graphically. For a full description of the graph

option, see The View Chart Option, page 9. Graphs are available for queries in

Summary format and for the Summary, Location Summary, Account Summary, Cost

Distribution by Employee, Cost Distribution by Department, Top Employees, Top

Destinations, Monthly Activity and Organizational Monthly Activity standard reports.

The View Chart Option All the reports in summary format and most of the standard reports (Summary, Location Summary, Account

Summary, Cost Distribution by Employee, Cost Distribution by Department, Top Employees, Top

Destinations, Monthly Activity and Organizational Monthly Activity) can be presented graphically. Click the

Reports


View Chart button to present the data in the report as a chart.

Sample of a report graph The chart contains a number of buttons above the options available in any report. The button functions are

described below:

Advancing through the Data

This feature is designed to allow you to view charts with a large number of columns (or

bars, lines, etc. according to the chart style). So, even if the current chart page has

more than 50 columns, only the first 50 will be displayed. When clicking the right arrow,

the next group of 50 columns will be displayed.

The number in the square shows the number of columns (or lines etc., according to the

graph style) you want to view in the graph at a moment.

Selecting Chart Variables

For each chart, there are three different variables that can be plotted on the vertical axis. Click the following

buttons to display the corresponding information:

The number of calls made

The call duration

Cost: This button displays the cost appearing in the report.

Chart Types Each chart can be displayed in one of the four different styles. Click the following buttons to display the chart

in the corresponding style:

Reports


Vertical bar chart

Area chart

Line chart

Pie chart

Chart Colors The vertical bar, area and line charts use light blue when displaying information about calls, light yellow for

information about duration, light red for cost information and gray-cyan when displaying information about

devices/employees. The data is presented in its original order on the horizontal axis. The colors for the pie

charts are randomly generated.

The Automatic Distribution Option All Standard/ Matrix/ Traffic query reports and several standard reports (Summary, Monthly Activity,

Organizational Monthly Activity, Employee Details, Overrun Calls and Top Employees) include an Automatic Distribution feature.

Query/ Matrix/ Traffic reports support automatic distribution to employees and departments. Therefore, both

options (Auto distribution to departments and Auto distribution to employees) are displayed in the Action

drop-down list for all types of query reports.

The automatic distribution option allows sending reports (via E-mail) that are filtered by relevant employee or

department to a list of employees or departments. A log is added when the automatic distribution cannot be

performed due to report setup.

There are several methods for obtaining the list of departments:

• If the Organization level is selected, the resulting department list will include the entire

hierarchy.

• If the Organization level is selected and the ‘Selected level only’ option is used, the list

includes only the root AAA department.

• If the ‘Use hierarchy levels’ option is not used, the Organization level is selected and the

From/To departments are defined, the resulting department list will include all the

departments/range of departments selected in the From/To fields for all selected sites.

• When the Department level is selected and the From/To departments are defined in the

query definition page, the resulting department list will include the departments selected in

the From/To fields and all their sub-departments (children).

• If the ‘Selected level only’ option is used, the Department level is selected and the From/To

departments are defined, the list will include only the departments selected in the From/To

fields.

There are two manners of obtaining the list of employees to which reports are sent:

Reports


• By using the From/To Employee fields or the Use an alternative list of employees option;

• By using the employees that are assigned to the departments included in the departments

list (see the above methods for obtaining list of departments).

Dashboard


Dashboard PhonEX ONE Dashboard is a management and reporting tool that provides business users with an at-a-

glance and relevant perspective on the current status of their business. The Dashboard is an interactive and

feature-rich graphical representation of system data that offers users the flexibility to analyze and interpret

the most important elements in their system in order to improve business analysis and decision-making. All

Dashboard monitors are completely customizable in order to meet the specific requirements of each user

and provide the quick answers to key questions with one simple glance.

Note: The Outgoing Calls Volume, Incoming Calls Volume, Incoming Call Analysis, QoS Distribution, Top

Carriers, Top Destinations, Device Type Statistics, Device Summaries, Carrier Statistics, Unified Traffic and

Call Volumes monitors can also be accessed directly from Smartphone devices.

PhonEX ONE Dashboard The Dashboard page is displayed immediately after login and whenever the Dashboard menu is selected (if

the user preferences allow it). For more information, see Preferences in PhonEX ONE System Configuration

User Manual.

The PhonEX ONE Dashboard consists of 2, 3, 4 or 6 monitors, according to the option selected in the

Layouts window.

Dashboard


Calendar You can use the date selection button displayed in the lower left corner of the dashboard window to open the

dashboard calendar and select a date for which the dashboard panels will display the information.

Calendar The user cannot select a date until all dashboard monitors are completely displayed. Therefore, the

dashboard will display (by default) the information for the latest date for which there are CDRs in the

database.

To choose a month before or after the currently displayed month, click the month to the left or right of the

displayed month, which is the current month. To choose another date than the one displayed by default,

select that day from the calendar. After choosing a date, all the monitors are populated with the

corresponding information for the selected day.

Layouts

The Layouts button (displayed in the lower right corner of the dashboard window) allows the selection of the

desired dashboard layout from four possible versions:

Dashboard Monitors Layout

Chart Types The user can decide which chart type should be loaded in each of the monitors displayed in the dashboard

window. Use the Chart Types button to open the following window:

Dashboard


Dashboard Chart Types

Select the desired chart type from the thirteen pre-defined dashboard monitor types available in PhonEX

ONE: Outgoing Calls, Incoming Calls, Incoming Call Analysis, Device Summaries, QoS Distribution, Device Type Statistics, Top Carriers, Carrier Statistics, Unified Traffic, Call Volumes, Top Destinations, Comparative Trunk Group Volumes and Top Calls.

Note: The Comparative Trunk Group Volumes and Top Calls monitors are available only when the 3 or 2

monitors layout is selected from the Layouts window.

Monitor Settings

A button is displayed in the upper right corner of each dashboard monitor and can be used in order

to open the Settings window. The Settings window can be used in order to decide which calls data will be

used. Only the relevant filters are loaded in the Settings dialog box for each dashboard monitor.

Press the button to export the chart type in a file format, to send it via email or to print it.

Dashboard


Settings dialog box

The possible filters are: data sources, trunk groups, trunk group types, trunks, hierarchy levels, organization

units, locations, carriers, employees, devices, destination types and call types (according to the selected

monitor).

You can type the name of the entity in the corresponding field or you can also click the button next to these

filters and select an item from the available list. For more information, see Selecting Elements from a Dialog

Box, page 105.

When one or several filters are selected, the name of the Settings dialog box is displayed with a different

color (orange).

Note: All the information regarding the dashboard layout, monitor types and filters is saved in the database

for each user and will be loaded the next time the user accesses the dashboard page.

Alternative Visualization Methods

A special button (placed near the Settings button) allows the display of each monitor on full screen.

Dashboard


Dashboard monitor – Full screen display

After analyzing the information press the button to return to the initial Dashboard page (the one

containing multiple monitors).

The New window button can be used in order to visualize the entire dashboard page in a new independent

window.

Dashboard monitors - New window

Dashboard


The new window allows the performance of the same operations as in the initial page: selecting the desired

layout or chart type, applying filters for each of the monitors, generating reports (where available) and

displaying each monitor on full screen.

Outgoing Calls Volume The Outgoing Calls Volume monitor contains a chart (stacked column graph) and a six-row table:

Dashboard – ‘Outgoing Calls Volume’ monitor The Chart is a graphical representation of the number of calls (Business and Personal) for each of the 24

hours.

Note: If the user’s policy grants access to only one call type (Business or Personal), the Outgoing Calls

Volume dashboard monitor will load only the call type that is selected in the policy.

The first four rows of the table display the top 4 Destination types ordered by Calls, Duration or Cost. Others: This line displays the summarized data (number and percent) for the other destination types that are

not in the top 4 (ordered by Calls, Duration or Cost).

Total: This line contains the totals (number and percent) for Calls, Duration and Cost. The Total row is

always displayed, no matter if the data from CDR contains no destination types or less than 5 destination

types.

The table header offers the possibility to order the results by Calls, Duration or Cost if clicking on the

corresponding column header. When sorted, the Calls, Duration and Cost columns display an arrow on the

left of the column header. All the columns of the table can be resized according to user’s needs.

Report Links The information displayed in the Calls, Duration and Cost columns represent hyperlinks to query reports in

standard format. These reports are generated for the selected day and current site and will be displayed in

an independent pop-up window.

Click on a value from the first 4 rows to generate a query report for the selected date (using the currency of

Dashboard


the current site) in a separate window. The report will include only ‘Out’ calls, filtered by the corresponding

destination type and sorted in descending order by time, duration or cost (depending on the selected

column):

Calls for ‘Long Distance’ Destination Type sorted by Duration –sample report

If pressing on a value displayed on the ‘Others’ line, a standard query report is generated for the selected

date, including only ‘Out’ calls, filtered by all the remaining destinations (not displayed on the first 4 rows)

and sorted in descending order by time, duration or cost (depending on the selected column).

Click on a value from the ‘Total’ row to generate standard query reports sorted and summarized by

destination type (no destination type filter is applied) that include only ‘Out’ calls. If selecting the values from

Duration or Cost cell, the reports are also sorted in descending order by duration/cost:

Dashboard


Calls sorted and summarized by Destination Type, sorted by Cost - sample report

Incoming Calls Volume

The Incoming Calls Volume monitor, containing a bar chart and 2 six-row tables, provides various statistics

regarding the incoming calls.

Dashboard – ‘Incoming Call Volume’ monitor The Chart is a graphical representation of the number of calls (Answered and Unanswered) for each of the

Dashboard


24 hours. The Ring Time Frame table contains the calls for each ring time frame (within 10 seconds, 11 - 20 seconds,

21 - 30 seconds, 31 - 60 seconds and over 60 seconds) split into ‘Answered’ and ‘Missed’, and a ‘Total’

line.

The Call Info table displays the details about Average Ring Time, Peak Ring Time, Average Duration, Peak

Duration, Peak Call Period and Missed Calls percentage.

Report Links The values displayed in the columns of the Ring Time Frame table and in the two cells of the Call Info Detail table (Peak Ring Time and Peak Duration) represent hyperlinks to query reports in standard format.

These reports will be displayed in an independent pop-up window.

Choose a value from the Ring Time Frame table in order to generate a standard query report for the selected

date (using the currency of the site) that includes only ‘In’ calls filtered by the corresponding ring time

interval, answered or missed (depending on the selected column) and sorted by call time:

Missed calls filtered by Ring Time interval, sorted by Call Time - sample report Select Peak Ring Time to generate a report containing the top 100 ‘In’ calls sorted by ring time:

Dashboard


‘In’ Calls sorted by Ring Time - sample report Press on the value for Peak Duration to generate a report that contains the top 100 ‘In’ calls sorted by

duration:

‘In’ Calls sorted by Duration - sample report

Incoming Calls Analysis The Incoming Call Analysis monitor provides a brief analysis on the incoming calls. The bar chart displays

the total durations for the incoming calls, highlighting the ring-times and the effective duration per each hour

of the day.

Dashboard


Dashboard – ‘Incoming Call Volume’ monitor The Ring Time table contains the calls for each ring time frame (within 10 seconds, 11 - 20 seconds, 21 - 30

seconds, 31 - 60 seconds and over 60 seconds) split into ‘Answered’ and ‘Missed’, and a ‘Total’ line. The

Duration table organizes the incoming calls by the following standard durations: Within 1 Min, 1 – 2 Min, 2-3

Min, 3 – 4 Min, Over 4 Min and includes also a Total line.

Device Summaries The Device Summaries monitor can be used to display the general situation as regards devices: the

number of inactive/active devices and the number of used or unused devices (with or without calls).

Dashboard – ‘Device Summaries’ monitor The Device Summaries chart includes two separate pie charts: the first one represents all devices split by

active and inactive and the second one displays the used and unused active devices or the used and unused

inactive devices. Only the percentages are shown by default in charts. Both values and percentages are

displayed on mouseover.

Dashboard


The table includes also the information about the Total number of devices in the system organized by their

Status (Active and Inactive) and their “In Use” or “Not in use” state. When pressing one of the slices included

in the Active Devices/ Inactive Devices pie chart, the corresponding slice is displayed and detailed in the

second chart.

QoS Distribution The QoS Distribution monitor offers a quick view over the quality of voice in the system. This monitor is

useful for all the customers that use PBXs with QoS capabilities.

Dashboard – ‘QoS Distribution’ monitor This pie chart displays the number of calls per each distinct QoS value (excluding 0) together with the

corresponding percentages.

Device Type Statistics Information about the costs and calls associated with various device types used in a system can be easily

extracted from the Device Type Statistics monitor.

Dashboard – ‘Device Type Statistics’ monitor

Dashboard


The Device Type Statistics pie chart shows the cost and number of calls (as percentages) for the four most

used device types and for the Other device types that are not included in the top 4.

The first four rows of the table include the top 4 device types sorted by the number of calls and cost.

The Others line shows the summarized data (number and percent) for the other device types that are not in

the top 4 (ordered by Calls or Cost), while the Total line contains the totals (number and percent) for Cost

and Calls.

Top Carriers A top of the carrier-associated costs is available in the Top Carriers monitor. The pie chart displays the cost

or number of calls (together with the corresponding percentages) for each of the top four carriers and for the

Other carriers that are not in this top 4 (which are included in a separate section).

Dashboard – ‘Top Carriers’ monitor The rows of the table display the carrier names (of the top four carriers and the Others value) ordered by

cost and calls, and a top of the Trunk Groups sorted by cost.

Comparative Trunk Group Volumes The Comparative Trunk Group Volumes monitor provides a comparison of the call volumes for a certain

number of trunk groups during one day and is available only when the 2 or 3 monitors layout is selected from

the Layouts window.

Dashboard


Dashboard – ‘Comparative Trunk Group Volumes’ monitor

Carrier Statistics The Carrier Statistics monitor highlights the cost differences between up to 5 different carriers.

Dashboard – ‘Carrier Statistics’ monitor

Unified Traffic A Unified Traffic monitor has been specially designed to emphasize the Unified Communications features

supported by the PhonEX ONE system - audio, audio conferencing, video, video conferencing, mobility, IM –

together with their hourly evolution during one day.

Dashboard


Dashboard – ‘Unified Traffic’ monitor

Call Volumes This dashboard monitor supplies a quick perspective of the total number of calls split by the main call types:

outgoing, incoming and internal.

Dashboard – ‘Call Volumes’ monitor

Top Destinations The Top Destinations monitor provides a quick view over the most dialed/ expensive destinations in an

organization.

Dashboard


Dashboard – ‘Top Destinations’ monitor The pie chart displays the cost or number of calls (and the corresponding percentages) for the top four

destinations and for the Other destinations that are not included in the top 4.

If the name of a destination is not available, the destination number is displayed instead.

The table under the chart includes the destination names/numbers ordered by number of calls and cost.

When sorted, the Calls and Cost columns display an arrow on the left of the column header. All the columns

of the table can be resized according to user’s needs.

Top Calls The Top Calls monitor is available only when the 2 or 3 monitors layout is selected from the Layouts window

and it includes 7 tabs: Recent Calls (displayed by default), Extensive Talkers, Expensive Calls, Frequent

Destinations, Frequent Callers, Expensive Talkers and Expensive Destinations. Each tab contains a table

and a “Full Report” button:

Dashboard - ‘Top Calls’ monitor

Recent Calls

This tab shows the most recent calls from the current site, sorted in descending order by call time:

Dashboard


‘Top Calls’ monitor - Recent Calls tab Press the Full Report button to generate a standard query report sorted by date and time that includes all call

types (max 10000 calls). This report will be displayed in an independent pop-up window.

Recent Calls full report

Extensive Talkers The Extensive Talkers tab loads a top of employees sorted by duration:

‘Top Calls’ monitor - Extensive Talkers tab If the user’s policy grants access to only one call type (business or personal), the Extensive Talkers tab will

not display the Personal Duration/Business Duration column (corresponding to the call type that is not

Dashboard


selected in the policy).

When pressing the Full Report button, a Top Employees report sorted by duration is generated in a separate

pop-up window (for more information about this report see Top Employees, page 70):

Extensive Talkers full report The report is created for the ‘Organization’ level and includes both ‘In’ and ‘Out’ calls (business and

personal) grouped by employees.

Expensive Calls The table displayed under the Expensive Calls tab contains information about the top calls sorted by cost:

Dashboard


‘Top Calls’ monitor - Expensive Calls tab Press the Full Report button to generate a standard query report sorted by cost that includes all call types

(max 10000 calls):

Expensive Calls - full report

Frequent Destinations Open the Frequent Destinations tab in order to see a top of the dialed numbers sorted by the number of calls

(‘Out’ calls):

‘Top Calls’ monitor - Frequent Destinations tab

Dashboard


Note: If the user policy offers access to only one call type (personal or business), the Frequent Destinations

tab will not display the Business Calls/ Personal Calls column (corresponding to the call type that is not


A Top Dialed Numbers report sorted by calls is generated when pressing the Full Report button. The report

is created for the ‘Organization’ level and includes the ‘Out’ calls (business and personal) grouped by dialed

number. For more information about this report see Top Dialed Numbers Report, page 79.

Frequent Destinations - full report

Frequent Callers The Frequent Callers tab loads a top of employees sorted by number of calls (‘Out’ calls only):

‘Top Calls’ monitor - Frequent Callers tab

Note: If the user policy offers access to only one call type (personal or business), the Frequent Callers tab

will not display the Business Calls/ Personal Calls column.

Dashboard


Press the Full Report button to generate a Top Employees report sorted by the number of calls. The report is

created for the ‘Organization’ level and includes ‘Out’ calls (business and personal) grouped by employees.

For more information about this report see Top Employees, page 70.

Frequent Callers - full report

Dashboard


Expensive Talkers The Expensive Talkers tab contains a top of employees sorted by cost.

‘Top Calls’ monitor - Expensive Talkers tab

Note: The Expensive Talkers tab will not display the Business Cost/ Personal Cost column (corresponding to

the call type that is not selected in the policy) if the user policy grants access to only one call type (personal

or business).

A Top Employees report, sorted by cost, is generated when pressing the button. This report

is created for the ‘Organization’ level and includes both ‘In’ and ‘Out’ calls (business and personal) grouped

by employees. For more information about this report see Top Employees, page 70.

Dashboard


Expensive Talkers - full report

Expensive Destinations The Expensive Destinations tab displays a top of destinations - directory entry names, sorted by cost:

‘Top Calls’ monitor - Expensive Destinations tab

Note: If the user policy offers access to only one call type (personal or business), the Expensive Destinations

tab will not display the Business Cost/ Personal Cost column (corresponding to the call type that is not


Dashboard


Press the Full Report button to generate a Top Destinations report sorted by cost. The report is created for

the ‘Organization’ level and includes ‘Out’ calls (business and personal) grouped by destinations. For more

information about this report see Top Destinations Report, page 82.

Expensive Destinations - full report

Standard Reports


Standard Reports PhonEX ONE includes several pre-defined standard report formats often required by a telecommunications

manager. These reports were designed following a close consultation with customers. Additionally, a user-

friendly interface allows report formats to be created according to specific user needs.

Note: By default, the standard reports will consider only the voice CDRs, without giving the possibility to

choose other CDR types.

PhonEX ONE provides the following built-in, standard reports to easily track inappropriate telephone use.

These reports are especially designed for accelerated reports generation using the system's intelligent

database:

Summary

Location Summary

Account Summary

Monthly Activity

Organizational Monthly Activity

Employee Details

Account Details

Cost Distribution by Employee

Cost Distribution by Department

Overrun Calls

Top Employees

Top Destinations

Unused Devices

Undefined Devices

Undefined Accounts

Trunk Group Trends

Common Report Definition Fields Certain fields are displayed in many report definition windows.

Note: PhonEX ONE query and report filters can now support the asterisk character. The “*” character,

previously used as a wildcard in query and report filters, will be replaced by the percent sign (%).

Following are brief descriptions of those common fields:

Standard Reports


Dates The From and To dates must be entered for most reports. You can type the dates, use shortcut date codes,

or use a drop-down, graphic calendar display. For more information about entering dates, including the use

of date codes and the Calendar, see Date, page 107.

Last Select Last to make the report on the last x days, weeks, months or years. Type the number of time divisions

and then select the period of time (days, weeks, months or years). If you select the Last field, it is not

necessary to enter a date in the From and To fields. If the selection in this combo box is “Weeks”, the

application will consider the data from the last 7 x N days, where N is the specified number of weeks.

Report Levels Most report definitions allow you to generate information about your entire organization, a specific hierarchy

level, or selected units of a hierarchy level. For example, you can generate a report on all the departments,

or only on Departments 25 through 35.

Some report definition windows display a field only for the hierarchy levels that you specify for the report. For

example, the Location Summary definition window displays a field for Locations only if you choose

Locations from the Report Level drop-down list. Other report definition windows automatically display fields

for certain hierarchy levels.

To select all units from a hierarchy level field, leave the field blank. To select a specific unit, click the drop-

down button to display a small dialog box with a table of units for the corresponding hierarchy level. For more

information about using this dialog box, see Selecting Elements from a Dialog Box, page 105.

For more information about report levels, see Hierarchy Levels in PhonEX ONE Organization Structure User

Manual.

Call Types Select to report on only business calls, only personal calls or both.

Standard reports that allow the selection of call type (Summary, Account Details, Account Summary,

Employee Details, Monthly Activity, Organization Monthly Activity, Overrun Calls, Location Summary, Top

Destinations and Top Employees) are affected by the call types that are allowed in the user policy.

Therefore, if the policy allows both call types, the Business, Personal and Both options are available in the

report definition page. In case the policy assigned to the current user allows only one call type, the entire

Call Type panel is hidden in the user interface. The title of the reports will continue to include the Private/

Business description if the selected call type differs from ‘Both’.

Report Definition Buttons The buttons at the bottom of the report definition window perform the following actions:

Generates the report according to the information you selected to be displayed.

You can click the Generate button to generate the report directly, or you can also

click the arrow to the right of the Generate button to select from a list of formats:

Word (*.doc), Acrobat (*.pdf), Excel (*.xls), Crystal Report (*.rpt), HTML (*.html) or

Rich Text Format (*.rtf):

Standard Reports


The list of file formats

Displays the Schedule Report window. For more information, see Adding Report

Tasks in PhonEX ONE System Configuration User Manual.

Clears the old parameters from the report definition window.

Takes you to the web help page.

Report Design Parts of the report headers and footers are locally configurable by the users. They are called designs and are

used as part of the definitions either at the report and site level (for the saved report definitions), or at the

user, report and site level (for the last settings saved) for each of the reports (standard, standard/traffic

shared/personal queries and budget).

Report Definition Page

Also, several font and logo settings can be selected from the site level report configurations.

The Design panel contains the header/footer icon that opens the following window:

Standard Reports


Report design options

The default option is “Every page”.

The header and footer panels:

The header and footer check boxes are not checked by default.

The text area is empty by default.

The left alignment option is default for all installations except for Hebrew. The center and right

alignment options are default for Hebrew installations.

The Hide report title check box is not enabled and not checked. It becomes enabled only if the

“Use header” option is checked; if checked, the report title will not be visible.

The recommended length for titles, headers or footers is 40 characters.

Summary PhonEX ONE provides the user with a built-in tool for the easy generation of summary reports. The user can

generate a full summary in a few seconds for the whole enterprise or for any of the enterprise’s departments

or hierarchy levels. The summary report includes fixed monthly costs for employees and taxes as defined by

the user. The summary reports can be automatically distributed via e-mail.

The Summary report also includes the sorting option that is very much required for receiving sorted summary

reports in PhonEX ONE. The Summary report is able to sort according to three fields: cost, number of calls

and duration. The major functionality of the sorting option is to generate a summary report with a list of

employees sorted by cost.

Standard Reports


Summary report - definition window You can produce a report that contains information about your entire organization, all information about a

specific hierarchy level, or selected information about a specific hierarchy level. For example, to view

summary information about only the lowest level of organization hierarchy, click the Only lowest level check

box in the Low Levels panel.

Date Range (From/To): See Date, page 107.

Last: See Last, page 38.

Level: See Report Levels, page 38.

Note: If you select any other hierarchy level except Organization, an additional field (called Division/Department etc.) will be displayed below the Level label.

Standard Reports


Department: You can type the name of the department or you can also click the button next to this field and

select an item from the available list. For more information, see Selecting Elements from a Dialog Box, page

105.

Device Types: The Device Types panel contains 2 lists (Include and Exclude) and 4 buttons that you can

use to include or exclude the device types. By default, all the device types will be part of the Include list. You

can select from Phone, Fax, Modem, Cellular, IP or IP Phone. The Device type box allows multiple device

type selection. See also Device Types in PhonEX ONE Organization Structure User Manual.

Report format: The summary can be done by employee, device or department. The Department option is

enabled only for the “None” and “Include all lower levels” options checked in the Low Levels panel. If the

other option in the Low Levels panel (“Only lowest level”) is selected, Employee is selected by default in the

Summary by field. If “Summary by Department” is selected, the drill down option will be disabled. Summary by Department will not be enabled for All Lower Levels, and only levels sub-report pages will be included

in the report.

If information for a specific employee is summarized, the report will display in the title the employee’s name.

The Summary report provides drill-down at the device level, meaning that, from the device summary level,

the user has the option to see detailed information of a certain device.

This option allows drilling down into employee details from summary information. The Employee detailed

report is generated according to the origin report filters.

Display commissions: The commissions can be defined at different organization levels in the hierarchy,

sharing the same PBX. The commissions are percentages to be extracted from the grand totals calculated

per Organization Unit and displayed separately. By default, this check box is disabled. If checked, it will be

considered for any of the selected Lower level options. If the cross-site option is checked, it will become

disabled.

If the Display commissions option is checked, the report will display, after each grand total, the commission

corresponding to the given organization unit. Commissions will be displayed as percentages and values. The

Commissions bold label will be displayed after the grand total line. If the commission is 0 for a certain unit, ‘0’

will be displayed 0 percentage and 0 value.

Standard Reports


Summary report displaying the commissions Low Levels: You can include subordinate levels to the one selected in the Level field. The more levels you

include, the more detailed the report is and the longer it can take to produce. Select one of the following

options to include lower hierarchy levels in the report.

None: No lower levels are included in the report.

Include all lower levels: All levels subordinated to the selected level in the Report level field are

included in the report.

Only lowest level: Only the lowest level in the hierarchy is included in the report.

Call Direction: Select from OUT, IN or INTERNAL.

Call Type: Select to report on business calls, personal calls or both. For more information about these

options, see the Call Types section, page 38.

Currencies: See Report Currencies, page 142.

Sites: For further information, see Sites, page 143.

By default, the Cross-sites checkbox in the Sites panel is not checked, but when this option is selected, the

‘Device Types’ and ‘Low Levels’ groups are disabled and the ‘None’ value is selected:

Standard Reports


Summary report – ‘Cross-site’ option Click Generate to display the Summary report. For more information, see Report Definition Buttons, page

38.

Standard Reports


Summary report The report is sorted in an ascending order, according to the Sort by button selected. When the report

contains only lowest levels and the selected report level is different than Employee, the sorting options are

different than Default and the sorting will be done by department. If the report level is Employee, then the

sorting will be by employee.

If the Default sorting option is selected, the sorting will be by employee or device, depending on if the

Summary by Employee or Summary by Device option is selected.

The sorting option is shown in the report’s title when the sorting is other than Default.

The cross-site report has the following restrictions:

It is available only for the ‘None’ option of the ‘Low Levels’ group;

It is available only for those organization levels placed above the last level;

More than one site is selected;

When the Employee or the last level of the hierarchy is selected together with the cross-site option,

the “The selected filter level does not match with the supported criteria” message is displayed;

The Drill Down option for the Last Page is disabled;

The Last Page is available only when the Cross Sites option is selected.

If the cross-sites option is selected, the information on the last page (cross-sites summary) is aggregated by

identical department code and description.

The list of call directions is displayed as part of the report sub-titles. For example, if the OUT call direction

has not been selected in the filters, the title of the report will be displayed as follows in the sub-title: “Call

direction IN, LOCAL”.

Standard Reports


Click the View Chart button to display the Summary report as a stacked column chart. For more information,

see The View Chart Option, page 9.

Note: The bar chart is available for the summary report only if the None option is selected in the Low Levels

panel of the report definition page and the report is generated for an intermediate hierarchy level.

Summary – Stacked Column Chart

The Summary chart report contains the data displayed in the report at a given drop-down level (where the

chart was generated from). The OX axis includes the Organization Units (the units in the (sub-) report titles)

from the specified hierarchy level (considering the corresponding totals) while the OY axis displays the cost/

calls (number of calls)/ employees or devices (number of employees/ devices). If the report is sorted by cost,

and both the organization units and several services are displayed, the columns of the report are split by

calls cost and services cost.

Location Summary This report includes all telephone calls for a selected location and all calls that are associated with

employees linked to a location. The user can generate a general report for the entire organization or specify

a certain location.

Standard Reports


Location Summary report - definition window



Report level: See Report Levels, page 38.

If you select Locations from the Report level drop-down list, the Locations label is displayed below the

Report level label. Click the button to the right of this field to select from a drop-down list of locations. For

more information, see Selecting Elements from a Dialog Box, page 105.

The two buttons in the Filter section, Summary by Employee (selected by default) and Summary by Device,

are visible only if the selected report level is Locations.

Summary by Employees: When the Summary by Employees option is selected, the report has the

following columns: Employee (containing the employee ID, first name and last name), Calls Cost, Number of

Calls, Duration, Average Call Duration and Average Call Cost.

Summary by Devices: When the Summary by Devices option is selected, the report will display the

following columns: Device, Calls Cost, Number of Calls, Duration, Average Call Duration and Average Call

Cost.

Sort by: The Sort by panel contains the following buttons: Default (selected by default), Cost, Number of

calls and Duration. These buttons are enabled only when the selected report level is Locations. When the

Organization report level is selected, these radio buttons are disabled and the Default radio button is

checked.

The report is sorted in an ascending order, according to the Sort by button selection. When the selected

report level is Location, the sorting will be according to the location. When the Default sorting option is

selected, the sorting criteria will be based on the selection made in the Summary by … check buttons: if

Summary by Employees is selected, the default sorting will be by employee; if Summary by Device is

selected, the default sorting criteria will be by device.

Standard Reports


The sort option will be shown in the report’s title when the sorting option is other than the default one.

Call type: Select to report on business calls, personal calls or both. For more information about these



Click Generate to display the Location Summary report. For more information, see Report Definition

Buttons, page 38.

Location Summary report

Click the View Chart button to display the Location Summary report as a stacked column chart. For more

information, see The View Chart Option, page 9.

The chart feature is available when either the Organization or the Locations report level is selected from the

Filters panel in the report configuration page.

Standard Reports


Location Summary – Bar Chart

If the report is sorted by cost, the columns of the report are split by calls cost and usage cost.

Account Summary This report produces a summary of the activity of all the defined accounts.

Account Summary report - definition window Date Range (From/To): See Date, page 107.


Account: You can either type the account code or click the button next to the Account field (see Accounts

Standard Reports


in PhonEX ONE Organization Structure User Manual) and select an account from the dialog box. For more

information, see Selecting Elements from a Dialog Box, page 105. To select all accounts, leave the field

blank.


Note: If you select any other hierarchy level except Organization, two additional fields (From/To

division/department etc.) will be displayed below the Level label.

From/To department: To select all departments, leave both fields blank. To select a range of departments,

enter the first department in the From field and the last department in the To field. You can also click the

buttons next to these fields and select from the available list. For more information, see Selecting Elements

from a Dialog Box, page 105.

Hide Account Code: Select this check box to remove account codes from the report.

Call type: For more information about these options, see the Call Types section, page 38.


Data Sources: See Data Source, page 121.

Click Generate to display the Account Summary report. For more information, see Report Definition

Buttons, page 38.

Account Summary report

Press the View Chart button to display the Account Summary report as a bar chart. For more information,

see The View Chart Option, page 9.

Standard Reports


Account Summary – Bar Chart

Monthly Activity This report details the call activity (cost, calls and hours) per month, beginning with the last month in the

report and going back a designated number of months. An average of the months is also listed. The Monthly Activity report shows the required data for only one item belonging to a hierarchy level, and not for a range

of items from that hierarchy level, as it is the case with the other reports. For example, if you selected Department from the Level drop-down dialog box, only one field will be displayed below, called

Department, for choosing only one department from the entire list of departments.

Monthly Activity report - definition window Last month in report: Enter the last month to be displayed in the report. Type the month and year in the

Standard Reports


appropriate fields. Check the Relative Month option, to select a relative month (m, -1, -2m, … -11m) from the

available drop-down list. (The first radio button should be used in order to generate reports for a past year,

while the Relative Month button is very useful when scheduling reports.) You can define a report once (using

the “m” relative month value) and use it every month.

No. of months: Type the number of months to be included in the report. The report displays data for this

number of months, including the defined Last Month. For example, the parameters defined in the window

above will generate a report for December 2010 through June 2011. The maximum number of months is 24.


Note: If you select any other hierarchy level except Organization, an additional field (called

Division/Department etc.) will be displayed below the Level label.



105.

Include same month of previous year: Select this check box to include the month one year previous to the

defined Last Month. For example, if this check box is selected in the example above, the report will display

data for June 2010 below the monthly activity average of the other months.

Options: Select either Employee or Device to be shown in your report. According to this selection, the

second column displayed in the report will show the number of employees or devices.




Click Generate to display the Monthly Activity report. For more information, see Report Definition Buttons,

page 38.

Monthly Activity report Click the View Chart button to display the report chart. For more information, see The View Chart Option,

page 9.

Standard Reports


Monthly Activity - Graph report

Organizational Monthly Activity This report details the call activity per month, beginning with the last month in report and going back a

designated number of months for each of the designated levels of the report.

Organizational Monthly Activity report - definition window

Last month in report: Enter the last month to be displayed in the report. Type the month and year in the

appropriate fields. Check the Relative Month option, to select a relative month (m, -1, -2m, … -11m) from the

available drop-down list. (The first radio button should be used in order to generate reports for a past year,

while the Relative Month button is very useful when scheduling reports.) You can define a report once (using

the “m” relative month value) and use it every month.

No. of months: Type the number of months to be included in the report. The report displays data for this

number of months, including the defined Last Month. For example, the parameters defined in the window

Standard Reports


above generate a report for January 2011 through June 2011. The maximum number of months is 24.

Report Type: The organizational activity can be displayed in one of the following ways: Cost or Cost

(thousands).


Note: If you select any other hierarchy level except Organization, an additional field (named

Division/Department etc.) will be displayed below the Level label.



105.

Options: Select either Employee or Device to be shown in your report. According to this selection, the

second column displayed in the report will show the number of employees or devices.



Click Generate to display the Organizational Monthly Activity report. For more information, see Report

Definition Buttons, page 38.

Organizational Monthly Activity report Click the View Chart button to display the report graph. For more information, see The View Chart Option,

page 9.

Standard Reports


Organizational Monthly Activity - Graph report

Standard Reports


Employee Details This report provides a detailed listing of all the outgoing and incoming calls for a specified employee. This

report has two formats: Call details and Totals.

Employee Details report - definition window Date Range (From/To): See Date, page 107.

Times (From/To): Type the From and To times in hh:mm format.


Employee: You can either type an employee or choose an employee from the list. For more information, see

Selecting Elements from a Dialog Box, page 105.

Device: Type a device or click the button to the right of this field to select a device from the drop-down list.

For more information, see Selecting Elements from a Dialog Box, page 105.

Standard Reports



Note: If you select any other hierarchy level except Organization, two additional fields (named From/To


Selected level only: When checking this option, the report will only consider the calls made within the

organization units on the specified level only. If the check box remains unchecked, the report will consider

the calls made within the departments on the specified level and within any of the departments under them

(the entire sub-trees, according to the current hierarchy structure).


enter the first department in the From field and the last department in the To field. You can also click the



Duration threshold (sec): The Duration threshold filter is available in both normal and scheduled mode. The

filter represents the minimum duration (in seconds) of the calls that will appear in report.

Note: The totals of the report will change accordingly, and will contain information only for the calls that were

selected (that have the duration higher than the threshold).

Include incoming calls: Select this check box to include both outgoing and incoming calls that were made

during the specified period of time. Clear this check box to include only outgoing calls.

Hold Time: This option is available only when Include Incoming Calls is selected. Check this option to

include in your report the hold time of the call, that is the period of time between the moment you initiate the

call and the moment it is answered.

Device types: The Device Types panel contains 2 lists (Include and Exclude) and 4 buttons that you can

use to include or exclude the device types. By default, all the device types will be part of the Include list. You

can select from Phone, Fax, Modem, Cellular, IP or IP Phone. The Device type box allows multiple device

type selection.

Sort by: Select the method by which the report is sorted. Select Device to sort by device, or Employee ID to

sort by each employee ID included in the report range. The Employee details report supports filtering by

employee and device at the same time.

Report format: Select one of the following report formats:

Call details: An extended report that displays all call details

Totals (1 per page): The page breaks are used only after each different employee. By checking

this option, the information is rearranged by showing it as a table and not as Total lines. The table

columns are: Department, Device, Duration, Cost (C), and No. of Calls.

Options: The Hide Devices check box appears enabled only if the sort by Employee ID option is selected.

When you check the Hide Devices option, the values for devices will be replaced with 4 # characters (####).

This applies for both ‘Call details’ and ‘Totals’ report formats.



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Data Sources: For more information on selecting a data source, see Data Source, page 121.

Click Generate to display the Employee Details report in the Call details report format. For more

information, see Report Definition Buttons, page 38.

Employee Details report – “Call details” format The report displays not only the details of all calls, but also their total duration, cost and the total number of

calls. Below these totals, the report displays the VAT percent and value, the grand total, and the duration,

cost and number of all the business and personal calls:

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Totals at the end of the Employee Details report

The Total personal calls or Total business calls information is not displayed in the Employee Details report if

the policy assigned to the current user grants access to only one call type (business or personal).

If you select the Totals report format, the Employee Details report will look like this:

Totals for Employee Details report – “Totals” format

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When the Sort by Employee ID option is selected in the report definition page and discounts are defined for

all or some of the employees, a Discount section will be available in the Employee Details report.

Totals and Discounts at the end of the Employee Details report When discounts are used, the Grand Total for each employee represents the remaining value after the

subtraction of the specified discount from the Total.

In case the discount is not defined for an employee or it is 0, the report will show no information about it for

that employee. If the discount is bigger than the total value for that employee, the Grand Total will be 0 (not a

negative value).

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When the report is generated for more than 1 month, the discount is multiplied with a value representing the

number of months contained in the date range. If the date range includes a full month and one day from

other month, the discount will be calculated for two months.

Account Details This report provides details of all the defined accounts, the calls placed on every account and a report about

the budget of each account.

Account Details report – definition window Date Range (From/To): See Date, page 107.

Times (From/To): Type the From and To times in hh:mm format.


Account: You can either type the account code or click the button next to the Account field (see Accounts in

PhonEX ONE Organization Structure User Manual) and select an account from the dialog box. For more

information, see Selecting Elements from a Dialog Box, page 105. To select all accounts, leave the field

blank.





enter the first department in the From Field and the last department in the To field. You can also click the

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Report Format: Select one of the following report formats:

Call details: An extended report that displays all call details.

Totals (1 per page): A summary report that displays one item per page

Options: Select Hide Account Code to remove account codes from the report.

Show: Select either Employee or Device to be shown in your report. According to this selection, the second

column displayed in the report will show the number of employees or devices.




Click Generate to display the Account Details report. For more information, see Report Definition Buttons,

page 38.

Account Details report

The report displays not only the details of all calls, but also their total duration, cost and the number of calls.

Below these totals, the report displays the applied taxes (if there are any), the grand total and a summary for

destination types.

Cost Distribution by Employee This report shows the cost distribution by employee either at employee or device level.

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The calls are grouped according to the destination types, for each employee in the filters; the values

represent a sum of all the calls made by devices belonging to those employees.

Cost Distribution by Employee report - definition window Dates (From/To): See Date, page 107.



Note: If you select any other hierarchy level except Organization, an additional field (Division/Department

etc.) will be displayed below the Level label.

Department: You can type the name of the department directly or you can click the button next to this field in

order to select a list/ range of departments from the available list. The department codes can be introduced

as a list of codes separated by semicolon (i.e.: AAA; ZZZ). For more information, see Selecting Elements


Group by: The report can be generated either by employee or device. The Employee option is selected by

default. Depending on the selection of one of the above radio buttons, the functionality, report columns and

the titles of the report will change accordingly. The report titles can be: “Cost Distribution by Employee for …”

(when the “Employee” radio button is selected) or “Cost Distribution by Device for…” (when the “Devices”

radio button is selected). The “Group by” selection affects only the first column of the report. If “Device” is

selected, the first column of the report will be Device; If “Employee” is selected, the first column will be

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“Employee”, displaying the employee ID and employee name under it.

For the cost distributed by employee, the data corresponding to all the devices linked to the specific

employee will be summarized for each employee, considering the other filters as well (organization unit, date

range etc.).

Destination Types: In the Destination Types panel you can select the destination types to be included in the

report.

The destination types on the left panel are not included in the report. The types on the right panel are

included. To include a type in the report, click that type in the left panel, and then click the right arrow . To

hide a type, click that type on the Selected panel, and then click the left arrow . Up to three types can be

selected for the report. To change the order of the fields in the right panel, click the black up and down

arrows . A maximum of 3 destination types is allowed to be included in the report.

Include field for all other types: You can add a fourth field in the report, which sums up all destination

types not included separately. Select this check box to add this fourth field.


Data Source: See Data Source, page 121.

Click Generate to display the Cost Distribution by Employee report. For more information, see Report


Cost Distribution By Device report

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Cost Distribution By Employee report Click the View Chart button to display the Cost Distribution By Employee report as a pie chart. For more

information, see The View Chart Option, page 9.

Cost Distribution By Employee – Pie Chart

The chart includes one organization unit per page and displays all the destination type entries from the report

(a report can include maximum 4 destination types). When less than 4 destination types are selected in the

Destination Types panel and the Include field for all other types option is selected, the chart displays the

selected destination types and an ‘Others’ section that groups all the other types that were not selected.

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Cost Distribution by Department This report shows the percentage of the total call cost as distributed among the different levels of an

enterprise, sorted by division and department.

Cost Distribution by Department report - definition window Date Range (From/To): See Date, page 107.


Telephone toll: The total cost of calls to be divided by percentage among the organizational units.

Split toll using filters: When this option is selected the cost, percentages and reconciled values are

calculated for the level of the report, taking into account the department filter and applying also the ‘Carrier’

and ‘Trunk Group’ filters. In this case, the percentages and reconciled values will be calculated using the

display total. If the Split toll using filters check box is not selected, the percentage for splitting the toll is

calculated by dividing the cost for each department shown in the report to a total representing the sum of all

costs on that level, for the selected department (if any). In this case, the carrier/trunk group filters are not

taken into consideration when calculating the sum.




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Department: You can type the name of the department directly or you can also click the button next to this

field in order to select a list/ range of departments from the available list. The department codes can be

introduced as a list of codes separated by semicolon (i.e.: AAA; ZZZ). For more information, see Selecting

Elements from a Dialog Box, page 105.

Summarize by selected level: When this option is checked, the report displays only the departments on the

selected hierarchy level and the cost assigned to these departments will include also the costs of their sub-

departments. By default, this option is not selected. When the ‘Summarize by selected level’ option is

selected, the subtitle of the report will display this information.

Carriers: Choose a carrier from the available list of carriers.

Trunk group: Choose a trunk group from the list available in the drop-down dialog box.

Extension types: The Extension Types panel contains 2 lists (Include and Exclude) and 4 buttons that you

can use to include or exclude the extension types. By default, all the device types will be part of the Include

list. You can select from Phone, Fax, Modem, Cellular, IP or IP Phone. The Extension types box allows

multiple device type selection. See also Device Types in PhonEX ONE Organization Structure User Manual.


Site filter: The report contains concatenated reports generated for all the selected sites. If the selected sites

do not have the same hierarchy, an error message will be displayed.

Data source filter: See Data Source, page 121.

Click Generate to display the Cost Distribution By Department report. For more information, see Report


Cost Distribution by Department report – Summary by selected level

The telephone toll is displayed at the top of the report. The Reconciled column indicates the amount of

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telephone toll assigned to each organizational unit, based on its percentage of the total call costs.

Click the View Chart button to display the Cost Distribution By Department report as a bar chart. For more

information, see The View Chart Option, page 9. This button is available only in the Summary, Location

Summary, Account Summary, Monthly Activity, Organizational Monthly Activity, Cost Distribution by

Employee, Cost Distribution by Department, Top Employees and Top Destinations reports.

Cost Distribution By Department – Bar Chart

Overrun Calls This report provides up-to-the-minute information on the specific employees that exceed the established

user-defined limits.

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Overrun Calls report – definition window







enter the first department in the From Field and the last department in the To field. You can also click the



Exclude phone dir. group calls: Select this check box to exclude calls made from a specific phone

directory group. You can enter a number of phone directory groups, separated with semi-colons. To select a

phone directory group, click the button to the right of this field to display a small dialog box with a list of

phone directory groups. For more information about using this dialog box, see Selecting Elements from a

Dialog Box, page 105.

Short Format: Select the short format check box to include only the following columns in the report:

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Employee, Date, Time, Cost, Dialed Number, and Destination. Clear this check box to also include the Day

(of the week) and Destination Type.

Options: You can select the report to display the overrun calls per device or per employee.

Thresholds: The Destination Thresholds list is displayed.

For each destination type, the costs and call duration thresholds are displayed (for more information, see

Destination Types in PhonEX ONE System Configuration User Manual). To change the thresholds, select

the desired destination type, click Edit next to it, make the necessary changes and then click Update to save

your changes or Cancel to revert to the previous values.




Click Generate to display the Overrun Calls report. For more information, see Report Definition Buttons,

page 38.

Overrun Calls report

Top Employees This report includes the devices most widely used in an enterprise (in terms of duration, number of calls) or

the most expensive ones. The calls are sorted by duration, cost and number of calls. The report functionality

allows the user to generate either a top employees or a top devices report.

These reports summarize the number of calls, the duration and the cost for the devices or employees in the

filters and display only a top (according to the cost and duration, in a descending order) of them.

The report pagination is made according to the organization units in the filters, which reflect the current

hierarchy structure.

A certain employee/device can appear in several report pages, depending on the assignments made during

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the date range in the filters.

Top Employees report - definition window Date Range (From/To): See Date, page 107.


Quantity: Type the number of devices to be displayed in the report. For example, type 10 to display the top

10 devices. The maximum number of digits that can be entered is 3.




Selected level only: When checking this option, the report will only consider the calls made within the





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105.

Call direction: This option filters between the inbound and outbound calls in the Top Devices report. The

“Call direction” filter contains three buttons: In, Out and Both. The default selected radio button is “Both”.

Exclude undefined employee/devices: The undefined employee is a generic employee linked to all the

devices that are not linked to any effective employee. For the situations when this employee has a lot of

devices attached, the data in the Top Employees report becomes irrelevant if this one is also considered.

This option specifies if the undefined employee will be or not part of the report data. The option is useful for

the customers that have many devices not belonging to effective employees and it allows including or

excluding calls made by the undefined employee or its related devices, mostly in Top Employees report.

By default, the option is not checked. When this option is selected, all the calls made by the undefined

employee (the devices attached to the undefined employee) will be excluded from the report data. Therefore,

in a top of employees, the undefined employee will not appear (and neither will its devices, that is, the calls

made by its devices will not be considered) and in a top of devices, the calls made by devices belonging to

the undefined employee will not be considered.

Note: Some devices might still appear for the time ranges when they belonged to real employees.

Device Types: In the Device Types panel you can select the device types to be included in the report.

The device types on the left panel are not included in the report. The types on the right panel are included.

To include a type in the report, click that type in the left panel, and then click the right arrow . To hide a

type, click that type in the Exclude panel, and then click the left arrow . To include or exclude all device

types, select the buttons that contain two arrows ( - to include, and - to exclude).


Sort by: The Sort by box contains the Calls, Cost (default selection) and Duration options. The report will

be sorted only by the option selected in this group box.

Group by: According to this selection, the data presented in these reports - Top Employees and Employee

Details report (drill down from Top Employees) - will take into consideration the assignments that can exist

between an employee (device) and various devices (employees), organization units or both devices and

organization units. Five grouping options are available:

Employee (When the Employees option is selected, the report will display a top of employees with

their number of calls, duration and cost)

Device (this report will display a top of devices);

Employee-Device (The data in the report is grouped according to the employee-device

assignments. Therefore, each line from the Top Employees report displays values for fields like

cost, duration, number of calls etc. per employee-device assignment);

Employee-Unit (The data is grouped according to the employee-unit assignments. Thus, each

report line displays values for fields like cost, duration, number of calls etc. per employee-unit

assignment);

Employee-Device-Unit (The data in the report is grouped according to the employee-device-unit

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associations. Each line in the Top Employees report displays values for fields like cost, duration,

number of calls etc. per employee-device-unit assignment).

The Employee Details report reflects the new grouping options selection because the generated sub-reports

correspond to the exact assignment from which the drill down is generated.

When generating a Top Employees report with the ‘Employee’ grouping option selected, a drill down from

one report line generates an Employee Details report for that particular employee, containing sub-reports for

each different employee-device-unit assignment. If the ‘Employee-Device’ grouping option is selected, a drill

down from a report line generates an Employee Details report for that particular employee-device

assignment, containing only sub-reports that refer to different organization units associated with the

employee-device assignment.

A drill down from a Top Employees report with ‘Employee-Device-Unit’ grouping option selected generates

an Employee Details report for that particular employee-device-unit assignment.

The Top Employees report definition page offers the possibility to filter report data by a single organization

unit (when the report level is lower than ‘Organization’). This means that only one organization unit is

considered when retrieving data for the report, which actually makes the Employee-Unit grouping option

equivalent to the Employee option and the Employee-Device-Unit the same as Employee-Device grouping

option. Consequently, when the data is filtered by organization unit the only grouping options that make

sense are Employee, Device and Employee-Device.


Sites: The site picker enables users to select multiple sites. If multiple sites are selected from the picker and

the hierarchies for the selected sites are not the same, an error message will appear. If just one site is

selected, the Device type lists will contain device type descriptions from the current site. If multiple sites are

selected, the lists will contain a reunion of device type codes from all the selected sites.

If the report is generated for just one site, the usual Top Employee/Devices report is displayed.

If the report is generated for multiple sites, it contains a part for each selected site and a final part for all the

sites. Each part begins on a new page and contains a number of lines given by the Quantity setting. The

parts for each site are normal reports generated for the site. The last part is a report with mixed information

from all selected sites for the selected generic level and also applying the filters. When drilling down from an

employee/device on the last report page (mixed data), the displayed details for the specific employee/device

belong to the specific site (also displayed on the top left).

The cross-sites report has an extra column called “Site”, on the last position, showing the site name for the

device/employee. This column appears on all the pages of the report. If the report is generated for only one

site, this column is hidden. Employees/devices on different sites, but with the same employee ID, name,

destination number, will be treated as two separated employees/devices.

For more information, see Sites, page 143.

Click Generate to display the Top Devices report. For more information, see Report Definition Buttons, page

38.

The report displays the top devices sorted both by call duration and by call cost.

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According to whether you select to generate a report for top devices or top employees, the second column in

the report will be Devices or Employees:

Top Devices Report

Top Employees Report

The Employee cells are split in 2 cells, for displaying separately the employee ID and the employee first and

last names, as in the above picture.

The Average Call Duration column displays the Total Duration divided by the Number of Calls for the

grouping item. The value displayed for this column in the Total line represents the Total Duration / Total

Number of Calls.

When the Employee-Device or Employee-Device-Unit option is selected from the Group by drop-down

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list, a Top Employees report that takes into consideration the assignments existing between employees and

devices or employees - devices and organization units is generated:

Top Employees Report - Grouped by ‘Employee-Device’

Top Employees Report - Grouped by ‘Employee-Device-Unit’ The drill down option available in the Top Employees reports can be used in order to acquire more detailed

information about each of the employees listed in the report (grouped by employee/device/employee-

device/employee-unit or employee-device-unit, depending on the original setting from Top Employees).

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Employee details report showing employee-device assignment

Click the View Chart button to display the Top Employees report as a bar chart. For more information, see

The View Chart Option, page 9.

Top Employees – Bar Chart

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Top Destinations This report includes the top dialed destinations, within and outside the company, as number of calls, duration

or cost. The Top Destinations reports are working on every site, and also reports can be generated for

more/all the sites. For example, if site A has top extensions A1, A2 ..., site B has top extensions B1, B2 ...,

site C has top extensions C1, C2 ..., the reports should generate:

1. a 3-page report, the first page containing top extensions from site A, the second page, top

extensions from site B, and the third page, top extensions from site C;

2. a single page report, with the top extensions (mixed) from all the sites: A1, C1, A2, B1 etc.

Top Destinations report - definition window

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Report: Select the type of entity that will be regarded as destination from the available categories: Dialed Numbers, Destinations (Phones), Destination Groups (Phone Groups) and Destination Types.

Destination Types: Select one or several destination types to be included in the report from the list box. For

more information about Destination Types, see PhonEX ONE System Configuration User Manual.

Note: Selecting all available values from the Destination Types filter list box is equivalent to not selecting

any of the values.

Destinations (From/To destination): To select all destinations, leave both fields blank. To select a range of

destinations, enter the first destination in the From field and the last destination in the To field. The

destination pickers return only the phone number. For the cross-site report, the destination phone number

filters apply on all the selected sites, even if the selected destination phone number may not be present in

the Phone Directory for some sites. Also, in the report subtitle for the filter, only the phone number will be

displayed, without the name or group of the destination.

Phone Directory Groups: Use this filter in order to specify that the report should display only the data

associated with certain Phone Directory Groups. You can type the code of the phone directory group or you

can also use the button next to this field and select an item from the available list.






105.

Select level only: When checking this option, the report will only consider the calls made within the




Employee: If the edit box is not empty, the report will be filtered by the selected employee.

Device: Select the device to be included in your report. You can either type the device or click the button

next to this field to select from the list. For more information, see Selecting Elements from a Dialog Box,

page 105. To select all the devices, leave this field blank.

If the Device edit box in the Filter panel is filled, the Employee or Employee-Unit grouping option will be

selected and the other options will be disabled in the Group by drop-down list. If the Employee edit box in

the Filter panel is filled, the Device or Employee-Unit grouping option will be selected and the other options

will be disabled in the Group by drop-down list. When data is filtered by ‘organization unit’, the only options

available in the Group by drop-down list are Employee, Device and Employee-Device. If both Device and

Employee edit boxes are filled, the Employee-Unit option is automatically selected in the Group by panel

(is the only option available in the drop-down list).

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The possibility of different combinations (of existence and inexistence of values for these fields) makes the

availability of a certain option the conjunction of individual availabilities given by each field.

Quantity: Type the total number of destinations to be included in the report. The maximum number of digits

is 3.

Call direction: Select one of the directions of the call.

Sort by: The report can be sorted by one of the following parameters: Calls, Cost or Duration. Select the

parameter used to sort the data displayed in the report. Only the specified sorting criterion will be applied.

Group by: According to this selection, the data presented in the ‘Top Employees for a destination’ report

(drill down from Top Destinations report) will take into consideration the assignments that can exist between

an employee (device) and various devices (employees), organization units or both devices and organization

units. This option applies only for the drill-down report.

Five grouping options are available:

Employee (when the Employees option is selected, the report includes the totals for employees);

Device (when this option is selected, the report includes the totals for devices);

Employee-Device (the data in the report is grouped according to the employee-device

assignments);

Employee-Unit (report data is grouped according to the employee-unit assignments);

Employee-Device-Unit (the data in the report is grouped according to the employee-device-unit

associations).

The Top Destinations report definition page offers the possibility to filter report data by organization unit

(when the report level is lower than “Organization”), Employee and Device. This means that a value for either

of these entities can be provided and only the data that has that value(s) for the corresponding fields will be

considered for the report.



Sites: The user can allow generating the report for several sites at a time. If there are multiple sites selected,

the Device and Employee filters will be disabled and ignored. Also, if the hierarchies for the selected sites

are not the same, an error message will appear. The report for multiple sites will contain a part for each

selected site and a part for all the sites. Each part will start on a new page and will contain a number of lines

given by the Quantity setting. The parts for each site are normal reports generated for the site. The last part

is a report with mixed information from all selected sites (top of destinations considering calls made by

employees / devices under all selected sites).


Click Generate to display the Top Destinations report. For more information, see Report Definition Buttons,

page 38. The structure of the generated report varies according to the option selected in the Report panel.

Therefore, each report contains variable columns and a different title that reflects the selected option.

Top Dialed Numbers Report

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Top Destinations - Top Dialed Numbers report The report will always display the maximum number of rows given by Quantity, and they will represent

distinct destinations, sorted by the criterion in settings.

In the generated report, the displayed phone numbers are masked accordingly to the settings of the site

where the report was defined. This means that several rows with the same display number may exist. For

example, the following numbers are in top destination: 00123001, 00123002, and 00123004. The site has

the option to mask the last three digits personal and business calls. The displayed numbers in the report will

be: 00123xxx, 00123xxx, and 00123xxx.

If the Employee and Device filters are both filled, there will not be any links for the drill-down report on the

displayed numbers. Otherwise, a link for a drill-down report will be shown for each of the displayed dialed

number in the report.

The report contains the following columns: No., Dialed Number, Destination, Calls, Duration, Cost and Site

column (the site where the specific employee/device is defined). This column will be displayed only for drill-

down reports that are generated for destination numbers on the last part (the part containing mixed data from

all sites) of a cross-sites report. If the report is not cross-site or the destination number is displayed on a site

specific part of a cross-sites report, the Site column will be hidden.

The number of rows in the report is equal to the Quantity setting.

The drill-down report contains the top devices/employees (accordingly to the selection made in Group by

group box) for the drill-down destination number. It is also filtered and sorted by the same options as the

previous report.

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Drill-down report generated from Top Dialed Numbers – showing the ‘employee-unit’ assignment

Click the View Chart button to display the Top Destinations report as a bar chart. For more information, see

The View Chart Option, page 9.

Top Dialed Numbers – Bar chart

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Top Destinations Report

Top Destinations report The ‘Top Destinations’ report displays the calls grouped by destination. The report may contain one row

representing a group created due to the fact that the displayed numbers of the calls contained by this group

do not have any correspondence in the Phone Directory. This group is marked in the report with an

underlined dash (to mark the drill down report link) displayed in the Destination column.

Use the View Chart button if you want to display the Top Destinations report as a bar chart.

Top Destinations report - Graphical representation A ‘Top Extensions for Destination’ report can be generated from the Top Destinations report using the drill-

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down option. This report takes into consideration the assignments that exist between employees (devices)

and various devices (employees), organization units or both devices and organization units according to the

selection made in the Group by panel.

Drill-down report generated from Top Destinations - showing ‘employee-device-unit’ assignment

Top Destination Groups The “Top Destination Groups” report contains calls grouped by Phone Directory Groups entries. All Phone

Directory entries are automatically associated with a default, undefined phone directory group “AA”. If some

calls don’t have a Phone Directory entry associated, they cannot belong to a Phone Directory Group. In this

case, the Top Destinations report will contain a row that groups all the above-mentioned calls. This group is

marked with a dash (-) displayed in the ‘Destination Group’ column:

Top Destination Groups report

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Press the View Chart button if you want to display the Top Destinations report as a bar chart.

Top Destination Groups chart

Top Destination Types

The “Top Destination Types” report contains calls grouped by destination type:

Top Destination Types report

Click the View Chart button to display the report as a bar chart. For more information, see The View Chart

Option, page 9.

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Top Destination Types– Bar chart report

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Unused Devices This report displays the devices that were not used on a given time period. No other standard report provides

information about these devices. The “Unused Devices” report also displays the devices that were only used

for certain call types. The main information displayed in the report is device and employee. The report

provides the possibility to easily see all the devices, along with the employees they belonged to, that are not

used (that is, that have no calls at all) or that were only used for certain call types.

Click “Unused Devices” in the standard reports list to display the following window:

Unused devices – definition window

Select the following information in the definition window:

Date Range: Select the date interval for which the report is generated. See Date, page 107.


The Filter region contains:

The Level drop-down list that includes the hierarchy levels for the selected site in Sites box.

The Selected level only check box (which by default is not checked) specifies that the report will

consider only the devices attached to employees that are in the organization units on the hierarchy

level specified by the combo list.

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A Show Inactive Devices option (which is checked by default) that specifies if the report should

include the inactive devices or not.

The Device Types option filters the type of the devices. The lists display the code and the description of a

device type.

The Call Direction box contains three checkboxes “Out”, “In”, “Internal” (by default, they are all checked)

and specifies what call directions will be considered. This means that the devices shown in report will not

have calls for the specified call directions. If none of the checkboxes is checked, before generating the

report, all the checkboxes will be checked.

Group by: When the ‘By Employee – Device’ option is selected, an Unused Devices report that groups the

information by employee-device instances is generated. Select the ‘By Devices’ option, if you want to group

the information only by devices.

The Currency box specifies the currencies used in the report. For more details, see Report Currencies, page

142.

The Sites box specifies the sites that will be included in the report. The report will be split on multiple parts

according to the hierarchy of the site. Each part begins on a new page and corresponds to an organization

unit. Only the organization units that are on the hierarchy level selected from the drop-down list will be

shown. The devices and employees that are in sub-units of a parent unit will appear on the part for the

parent unit (as in the Top Employees report).

The report will consider both of personal and business calls.

Click Generate to generate the “Unused Devices” report.

‘Unused Devices’ report showing the ‘Employee – Device’ assignment The report displays the following report columns: Device no., Employee (the employee ID in one cell, and the

first name and last name in another cell - it contains the employee of a device-employee-department

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assignment instance), From date and To date (the date range of the assignment instance - the dates are

shown in the current site format) and Services Cost (primary currency and secondary currency - the cost of

the services for the device-employee-department assignment instance).

Each part of the report will contain a total line: “Total for … devices”, where “…” is the number of unique

devices (not instances) on the part.

The rows are device-employee-department assignment instances. A device may be displayed multiple times

on the same page (assigned to the same employee or to another employee) but with different assignment

date ranges. The date ranges correspond to intervals resulted from the intersection of the device-employee

assignment, the employee-department assignment and the selected date range for the report.

The rows will be sorted by employee ID and device number.

‘Unused Devices’ report grouped by Devices

An Unused Devices report grouped ‘by devices’ displays only the Device no. and Services Cost (primary

currency and secondary currency - the cost of the services for the device) report columns. A total line “Total

for … devices”, where “…” is the number of unique devices (not instances) on the part, is displayed at the

end of the report.

If the report is generated for multiple sites, the level drop-down list will contain the hierarchy on the current

site. The picker will show a union of organization units of all the sites based on the code and description. The

device type lists will also contain a union of device types present on the selected sites based on code and

description.

The report for multiple sites is formed by reports for each site. The data is not mixed.

Standard Reports


Undefined Devices This report provides users with a summary of calls on all the devices within the system that have not been

assigned to any department. This report is useful to find new devices installed on the IP PBX which have not

been defined in PhonEX ONE yet.

Undefined Devices report - definition window Date Range (From/To): See Date, page 107.



Click Generate to display the Undefined Devices report. For more information, see Report Definition Buttons,

page 38.

Undefined Devices report

Standard Reports


Undefined Accounts This report allows users to access a summary of the calls made on accounts that have not been defined in

the system.

Undefined Accounts report - definition window Date Range (From/To): See Date, page 107.




Click Generate to display the Undefined Accounts report. For more information, see Report Definition

Buttons, page 38.

Undefined Accounts report

Standard Reports


Trunk Group Trends The Trunk Group Trends standard traffic report and chart include the possibility to highlight peak values

that exceed certain threshold ranges defined by each user, in order to provide customers with more relevant

information that allows them to create analysis and take decisions.

Note: The Trunk Group Trends traffic report is displayed under the Traffic category only if the Traffic module

is available in the plug.

Trunk Group Trends report - definition window Use the following fields to define the way report data will be filtered:



Trunk Group Types: You can type the code of the trunk group type directly or you can click the button next

to this field in order to select one or several trunk group types from the available drop-down list. The trunk

group types can be introduced as a list of codes separated by semicolon. For more information about trunk

group types, see Trunk Group Types in the PhonEX ONE 3.00 Tariffs User Manual.

Call Direction: Select from OUT, IN or INTERNAL. The list of call directions is displayed as part of the report

sub-titles. For example, if the OUT call direction has not been selected in the filters, the “Call direction IN,

LOCAL” sub-title will be displayed in the report.

Standard Reports


Three threshold ranges that must not overlap can be defined and employed in order to highlight peak

values using three pre-defined colors.

The Trunk Group Trends standard traffic report contains both a chart and detailed data. The chart is

displayed on the first page of the report and includes the peak values during the selected period of time.

If the report is generated for a single day, the chart will include the representation of each trunk group (the

first 20 trunk groups that have the higher values) that belongs to the selected trunk group type, as well as the

representation of the trunk group type as the sum of all trunk groups.

Trunk Group Trends – One day and one Trunk Group Type - sample graph report If the trunk group type comprises more than 20 trunk groups, the “Others” partial summary series (which

includes the rest of the trunk groups) will be also displayed in the chart.

In case several trunk group types are included in the Trunk Group Trends report generated for a single day,

a chart and detailed report will be displayed for each trunk group type. The chart includes the time resolution

(in minutes) on the OX axis and the same representation of each trunk group (maximum 20) that belongs to

the selected trunk group type, as well as the representation of the trunk group type as the sum of all trunk

groups.

Standard Reports


Trunk Group Trends – One day and multiple Trunk Group Types – sample graph report The detailed report displays the Trunk Group Type, Trunk Group, Capacity (number of trunks for a trunk

group), Max Peak (maximum peak for a trunk group), Max Peak Percent (maximum peak divided by

number of trunks), Max Peak Time (the date and time when the maximum peak was reached for a trunk

group type) columns and a total line for Trunk Group Type that shows the values for Capacity (sum of all

trunks), Max Peak (maximum peak for trunk group type) and Max Peak Percent (maximum peak for Trunk

Group Type divided by Total Capacity). In case one of the defined thresholds is exceeded, the color

corresponding to the relevant threshold range is used to highlight the row.

Trunk Group Trends – One day and multiple Trunk Group Types - sample report If several days are selected for the Trunk Group Trends report, a chart will be generated on the first pages

for each of the selected Trunk Group Type, while the last pages of the report will contain a table with a

Standard Reports


summary for the selected Trunk Group Types.

Trunk Group Trends – Multiple days and Trunk Group Types - sample graph report The OX axis of the chart displays all the days included in the selected interval. The trend line will be shown only if the data range includes at least 7 days (one week).

The table-like report consist of the same Trunk Group Type, Capacity, Max Peak, Max Peak Percent, Max Peak Time. In case one of the defined thresholds is exceeded, the color corresponding to the relevant

threshold range is used to highlight the row.

Standard Queries


Standard Queries Your PhonEX ONE system's query option is a powerful feature that allows you to create custom reports with

exactly the information you want to see. A query is the tool that helps users select, sort and summarize data,

and also format reports.

Pre-defined Standard Queries

PhonEX ONE includes eleven pre-defined standard query reports meant to help the users handle the query

definition process more easily:

Default_Summary per extension and call type

Default_Summary per trunk group

Default_Summary by destination

Default_Summary by call type

Default_Abandoned/ successful rate per employee

Default_Summary by extension

Default_Calls with cost bigger than 5

Default_What if

Default_Unusual calls between 5 and 7 PM, longer than 3 minutes

Default_Summary by organization unit

Default_QoS summary

These pre-defined queries are displayed by default in the list of queries when opening the Standard Queries

page:

Standard Queries


PhonEX ONE Pre-defined Queries

Creating a Standard Query

To generate a new custom report, you must first create a query, which retrieves data to be

included in the report. To begin creating your query, click New in the Standard Query window.

The New Standard Query window will be displayed. For more information about creating a

query, see How to Create a Query, page 145.

The Query Generator The PhonEX ONE query generator is a fast and flexible reporting tool that allows the user to create an

unlimited number of custom reports using the query tool. With the query tool the user selects the required

data, chooses how the data is going to be sorted and summarized, and selects the format of the report.

Custom queries can be saved for future use. You can define customized report layouts, selecting the fields

and their length and position in the page. This option, combined with the export mode, enables the user to

export information to any external system in any possible format.

Standard Queries


The Standard Query Window After you have logged in to the application select the Standard Queries option from the Reporting menu to

display the Standard Query window:

Standard Queries window

In the Name field type a string of characters that belongs to the name of the query you want to find. Select

(all), Personal or other Shared Report Type (the Common query type represents the default Shared

Report Type) from the Type field. After you have entered the search criteria, click Search to find that string

of characters, or click Clear to delete what is written in this field.

New: Click this button to create a new query. The New Standard Query window will be displayed. For more

information see New Standard Query, page 99.

Delete: Click this button to delete the selected query from the list of queries. You will be prompted to confirm

your action. Click OK to perform the action, or Cancel, if you don’t want to delete the query from the list.

Rename: Select from the list the query you want to rename and then click Rename. In the dialog box

displayed make the changes you want and then click OK to save the changes or click Cancel to leave the

query name unchanged.

Open: Select a query from the already existent list of queries and then click Open to see that query. For

more information, see Opening Queries, below.

Standard Queries


Opening Queries PhonEX ONE allows you to store and re-use your own custom queries. It quickly and easily generates the

reports you need on a regular basis. There is no need to rebuild a complicated query or search through a

long list of fixed-format reports.

To re-use a query already created and saved, select the query from the list of queries and then click Open,

or double-click the query. The Update query window will be displayed:

Updating the “All calls on a given day” query

In the Update query window you can use the following buttons to perform certain actions:

Click Generate to generate the report according to the information already existent

in the query, or you can first update the query window and then generate a new

report according to the latest information entered. For more information, see the

explanation for Generate, under the Query Buttons.

Clicking this button will open the Define Task window for the definition of the report

task. For more information, see Adding Report Tasks in PhonEX ONE System

Configuration User Manual.

Click this button to save only the changes from the query window, without changing

the name of the query.

Click this button to rename the pre-defined query or to save the changes made in the query under a different name. The Save Query dialog box is displayed:

Standard Queries


Saving a query

Type a different name for the query and select the query type (Personal or

Shared). The Common query type represents the default Shared Report Type. The

edit box and picker button are enabled only if the Shared option is selected. Click

the button to the right of the blank field and select the report type from the list. For

more information, see Selecting Elements from a Dialog Box, page 105. The Shared edit box accepts maximum 100 characters. Press OK to save the changes

or Cancel to leave the name as it is.

Clears the sorting options.

Clears the old parameters in the pre-defined query window.

New Standard Query The PhonEX ONE New Standard Query window consists of several areas: the Criteria column, the

database fields, the report formats, the query advanced options, the currencies and the sites areas:

The New Standard Query window

Standard Queries


For the fields Employee/Device, Organization/etc., Destination and Account from the Query/Traffic report, a

new functionality has been added to the TAB key, to copy the value from the From field to the To field.

This functionality applies both to the values typed manually and to the cases when the From value is

selected from the picker.

Query Buttons

The buttons at the bottom of the New Standard Query window perform the following actions:

Generates the report according to the information you selected to be displayed in

the report. You can click the Generate button to generate the report directly, or you

can also click the button to the right of the Generate button to select from a list of

formats: Word (*.doc), Acrobat (*.pdf), Excel (*.xls), Crystal Report (*.rpt), HTML

(*.html) and Rich Text Format (*.rtf):

List of file formats

Displays the Schedule Report window. For more information, see Scheduled

Tasks in PhonEX ONE System Configuration User Manual.

Click this button if you want to save the query. The following window will be

displayed, prompting you to write down the query name:

Saving the query

Name the query and select the query type (Personal or Shared). The Common query type represents the default Shared Report Type. The edit box and picker

button are enabled only if the Shared option is selected. Click the button to the

right of the blank field and select the report type from the list. For more information,

see Selecting Elements from a Dialog Box, page 105. The Shared edit box accepts

maximum 100 characters. Press OK to save the changes or Cancel to leave the

name as it is.

Clears the sorting options.

Standard Queries


Clears the old parameters from the New Standard Query window.

The Criteria Panel Clicking Criteria will display the following dialog box:

The Criteria dialog box From this dialog box you can check the fields you want to be displayed in the Criteria column, inside the

New Standard Query window. The default New Standard Query window is displayed with all the options

enabled.

Note: The Date field is always displayed.

Enabling the IP Fields option will display a number of additional fields (Originator IP, Destination IP, QoS,

Received packets, Sent packets and Lost packets). If you disable this option, the New Standard Query

window will look like this:

Standard Queries


The Query window (the IP Fields option disabled)

Query EUDF and OUUDF

The Employee UDF and Organization Units UDF fields allow users to filter and aggregate these fields from the database. These EUDF and OUUDF fields belong to the new EUDF and OUUDF criteria groups. By

default these options are unchecked.

The Criteria dialog box – EUDF and OUUDF options The IP fields, EUDFs, Organization Units UDFs and Extra fields are displayed on the same page:

Standard Queries


The Query window (the IP Fields, EUDF and OUUDF options enabled) When you select the EUDF option, the query window will load all the Employee UDFs and the History UDF (if

any) defined in the User Defined Formats page. For more information about defining UDFs, see the PhonEX

ONE System Configuration User Manual.

The users will be able to filter and aggregate the EUDF and OUUDF fields. In case one of the UDF fields is a

list field, a picker with the list of values is available in the filters.

Query Extra Fields

When the Extra fields option is enabled in the Criteria panel, the query definition page will display six

additional fields: CDR ExtraInt, CDR ExtraDbl, CDR ExtraS1, CDR ExtraS2, CDR ExtraS3 and Extra Entity.

Standard Queries


Query definition window (IP Fields, EUDF, OUUDF and Extra fields options enabled)

All six fields belonging to the new Extra fields criteria group allow users to filter and aggregate these fields

from the database.

Standard Queries


Data Fields

Four additional fields - Service Type, Service Code, Usage and Messages - will be displayed in the New

Standard Query window when the Data fields option is selected in the Criteria dialog box:

Query definition window – ‘Data Fields’ option enabled

Service Types and Service Codes can be used in order to provide accurate PhonEX ONE reports on the

network traffic in terms of exchanged packets or number of messages between devices/users.

Selecting Elements from a Dialog Box The Date, Device, Device-2, Employee, Organization, Location, Destination, Trunk Group, Account, Data

Source, Service Type and Service Code fields allow you to select units from a small dialog box. To open one

of these dialog boxes, click the button to the right of the From and To fields to display a table of units for

the corresponding field.

To select a unit, click the unit's code, description, ancestor code and ancestor description and the dialog box

will close automatically, saving the changes in the field. Click in the top right corner or use the

button to close the dialog box without making any changes.

To search for a unit's description, first select the search criteria (in this case - code, description, ancestor

code or ancestor description) from the drop-down list, then type a string of characters, and click .

You will be prompted with a line or a list of lines that display the code, description, ancestor code and

Standard Queries


ancestor description that include that string of characters. If there is no occurrence of the string in the entire

table, the “0 records found” message is displayed at the bottom of the dialog box.

The search fields displayed in each of these dialog boxes offer the possibility to perform improved search

operations that allow the use of wildcards for expressing use cases like begins with, contains, ends with or is

exactly.

Wildcards can be used in order to refine the search options so that specific entities are retrieved more easily.

The ‘%’ wildcard can be used to replace any string of characters (one or more characters in a field) while the

‘?’ wildcard allows the substitution of a single character in an expression.

The ‘%’ wildcard can be used in a ‘de%’ structure to express begins with ‘de’ and the possible results can

be device, department etc. In a ‘%cy’ structure, the ‘%’ wildcard expresses ends with ‘cy’ and the possible

results can be policy, currency. When the ‘%vi%’ structure is used to express contains ‘vi’, the possible

results can be device, service etc.

The ‘?’ wildcard (replaces one character) can be used in a ‘sit?’ structure in order search for entities that

begin with ‘sit’ and end with any character. When the ‘?sit’ structure is used, the search operation will

return all the entities that end with ‘sit’ and starts with any character.

The use of multiple ‘?’ wildcards is allowed (if the ‘??si?’ structure is used, the search operation will return all

the entities that start with any 2 characters that are followed by ‘si’ and ends with any character). The

exact match is done when none of these two wildcards is used.

Note: According to various database fields (Employee, Trunk Group etc.), the drop-down dialog box displays

different search criteria.

When creating a new query, it is recommended to click Clear first to erase all values displayed in the current

New Standard Query window. Click Reset to remove only the sorting options (the sorting, summarizing and

page break values).

Extended Options The Date, Device, Device-2, Employee, Organization, Location, Cost, Duration, Destination, Time, Trunk

Group, Trunk, Account, Data Source, Service Type, Service Code and Call Type fields allow you to select

extended options from a small dialog box. To open one of these dialog boxes, click to the right of the field

label.

After you make your selections in this small dialog box, click to close the dialog box without saving the

changes, or click one of the following buttons to perform the following actions:

Closes the dialog box and saves the changes

Resets the options to the current values

Resets the option to the default values

If you selected any of the extended options, except for the default settings, the button in the New Standard

Query window is now displayed as .

Standard Queries


Database Fields The PhonEX ONE database benefits from the power of the standard and open database architecture. Users

will be able to query the database using their own tools. The dual databases architecture – detailed and

summary - is also part of the SQL product. This architecture increases the report production speed and

makes the integration with other systems simpler.

Note: The PhonEX ONE database should not be restricted in size.

The database contains call data collected over a given time period. Data stored over that time period is

available to the Query tool. For each database field, you can select the category of data to be displayed in

the report.

If a field is left blank, PhonEX ONE reports all the matching data available in that field. For example, if the

Account fields are left blank, the query will include call information from all accounts that matches the

conditions given in the other fields. This is true of every field except for the Date fields, where you must enter

parameters.

To select a range of data for each field, type the From and To values. If you want only one value for a

particular field, type the same value in both the From and To columns.

PhonEX ONE query and report filters are now able to support the asterisk character. The “*” character,

previously used as a wildcard in query and report filters, will be replaced by the percent sign (%).

See information on the following fields:

Date Type both the start and end dates for your report. You can also type a time of day. For example, you can see

information about all calls made between 07:00 on 9/2/2009 and 17:00 on 9/3/2009.

Enter the date in Windows Short Date Format. In the example above, the From Date value would be

9/2/2009 07:00.

The date fields go through an attempt to auto-format them when the user leaves the field.

The conversion rules are:

Day/month/year: n 0n, if the site date format uses: dd for day/MM for month/yy for year.

Year: n, 0n, 00n 200n or nm, 0nm 20nm etc., if the site date format uses yyyy for year.

Separator: “/”, “–“ or “.” the date separator from the site settings.

Choosing a Date with the Calendar

PhonEX ONE features a drop-down calendar that allows you to choose dates from a convenient graphic

display. To display the calendar, click the drop-down button in either Date field:

Standard Queries


To choose a month before or after the currently displayed month, click

the month to the left or right of the displayed month, which is the

current month. To choose the current date, click that day in the

calendar. When you choose a date, the calendar closes, and the

selected day is displayed in the appropriate Date field.

Using Date Codes For user convenience, PhonEX ONE has an option to use date codes in both Query and Reports options.

For example, to produce a report on the previous month’s telephone usage, you should enter “–m” in the

From and To date fields in the report definition window.

Each date code has a unique definition, depending on the field it is placed in. Following is each code's

definition in each of the two date fields:

Code From Date To Date

D Today Today

-nd n days back n days back

W Present week, last Sunday Today

M First day of the present month Today

-m First day of the previous month Last day that month

-nm First day of n months back Last day that month

-mn The nth day of the previous month nth day of the current month

Y First of January, the present year Today

-y First of January, last year 12/31/Last Year

-ny First of January n years back 12/31/n years back

Q 1 January 1st March 31st

Q 2 April 1st June 30th

Q 3 July 1st September 30th

Q 4 October 1st December 30th

Extended Date Options

You can choose to generate reports by days, months or quarters. To apply one of the extended date options, click the button to the right of the Date label. The Extended Date Options dialog

box is displayed:

Standard Queries


Extended Date Options dialog box Select one of the three filtering methods displayed in the extended date option dialog box: By Days (default), By Months, By Quarters. According to your choice a multiple selection list box in displayed,

containing the names of days, months or quarters. The Select All check box selects all the items in the list

box and ignores the filter. By default, the Select All option check box is checked. If the Select All check box

is unchecked, the days/months/quarters selection is reflected in the title of the report, by using the

abbreviations of the items.

Select the Refer to UTC time check box if you want to use the UTC date and time in the query report. If left

unselected, the local time will be used. This option is meant to solve the issues that may occur when the

PhonEX ONE servers and the call that is made with parties from other regions are in different time zones.

The Refer to UTC time option does not affect currency conversion, computation of other carriers’ costs and

hierarchy assignments (in these cases local date will be used). When selecting relative dates in the ‘To date

field’, the system’s UTC date will be used.

Device The Device/Employee filter is split into 2 different filters, so that users can sort and summarize by employee

and device simultaneously and they can also perform a search operation that involves filtering by employee

and device at the same time.

The ‘%’ (any number of characters - zero or more), ‘?’ (exactly one character) and ‘~’ (for negation) wildcards

can be used only in the From Device field. The ‘~’ wildcard is valid only when it is used as first character.

The ‘%1’ value can be used, for example, for all the devices that have 1 at the end: 1, 11, 21, 001, 1231231;

‘1%1’ for all the devices that start with 1 and end in 1: 11, 121, 111111, 101; ‘%001%’ for all the devices that

contain 001: 001, 1001, 0011, 123001123; ‘00?’ for all devices that have three characters and start with 00:

001, 002, 005; ‘dev?01’ for dev101, dev201, dev301, devv01; ‘0?2%’ for 012, 032000, 002, 0220; ‘~0?2’ for

112, 013, 1234; ‘%’ for all the devices; ‘~%’ for none and ‘~?’ for all the devices that have more than one

character.

Extended Device Options

Devices can also be specified according to level, or according to an alternative list of devices to

include in your query. To apply one of the extended device options, click the button to the right of

the Device label. The Extended Device Options dialog box is displayed:

Standard Queries


Extended Device Options dialog box Enter the following information:

Device types: The window displays a list with multiple selection options (the CTRL key + mouse click),

containing all the device types – selected by default. Select the types of devices to be displayed in the report.

The device types are: Phone, Fax, Modem, Cellular or IP.

Use an alternative list of devices: To enter a custom list of specific devices, select this check box and then

click the button to the right of the blank field and select the devices from the list. For more information, see

Selecting Elements from a Dialog Box, page 105. An unlimited number of devices can be entered in the list.

The devices will be separated by a semi-colon.

For information on the use of the buttons at the bottom of the dialog box, see Extended Options Buttons on

page 106.

Device-2 The Device-2 field can be used in order to achieve statistics on the Hunt Pilot. You can use the sorting and

summarizing options on the devices that answer the calls for Hunt Pilot.

The ‘%’ (any number of characters - zero or more), ‘?’ (exactly one character) and ‘~’ (for negation) wildcards

can be used only in the From Device-2/ From Hunt Pilot field. The ‘~’ wildcard is valid only when it is used as

first character.

The ‘%1’ value can be used, for example, for all the devices that have 1 at the end: 1, 11, 21, 001, 1231231;

‘1%1’ for all the devices that start with 1 and end in 1: 11, 121, 111111, 101; ‘%001%’ for all the devices that

contain 001: 001, 1001, 0011, 123001123; ‘00?’ for all devices that have three characters and start with 00:

001, 002, 005; ‘dev?01’ for dev101, dev201, dev301, devv01; ‘0?2%’ for 012, 032000, 002, 0220; ‘~0?2’ for

112, 013, 1234; ‘%’ for all the devices; ‘~%’ for none and ‘~?’ for all the devices that have more than one

character.

Extended Device Options

To apply one of the extended device-2 options, click the button to the right of the Device-2 label.

The Extended Device-2 Options dialog box is displayed:

Standard Queries


Extended Device-2 Options dialog box Refer to: The drop-down list includes the Device-2 and Hunt Pilot options. The Device 2 field refers to a

secondary extension that is accessed by a given call (for example, in a transferred call). If you want the

devices in the query to refer to the “Device-2” field, select this option from the drop-down list. This feature is

supported by switchboards that can apply a Device 2 field.

Note: The primary and secondary extension can also be represented by an SIP URI in one of the following

formats: “[email protected]” or “[email protected]:5060”.

The functionality of the ‘Hunt Pilot’ field is similar to the ‘Device-2’ option. If both the hunt group member DN

and hunt pilot information exist in the CDR of a call, this information will be saved in the database and

displayed in PhonEX ONE reports along with the effective extension that picked up the phone. The ‘Hunt

Pilot’ field is used in order to save the additional information existing in the raw CDRs, whenever this field

can be used.

Note: If the Hunt Pilots are defined in distinct partitions, the PhonEX ONE system reads only the number

(without the partition) and cannot interpret them differently. In order to obtain information about the partition

of the Hunt Pilot, use a query report with a UDF that includes the Hunt Pilot Partition field.

Use an alternative list of devices-2: To enter a custom list of specific devices-2 (secondary extensions),

select this check box and then click the button to the right of the blank field and select the devices from the

list. For more information, see Selecting Elements from a Dialog Box, page 105. An unlimited number of

devices can be entered in the list. The devices will be separated by a semi-colon.

Employee The PhonEX ONE user-centered architecture provides a consolidated solution for the collection, analysis,

reporting, and management of all the telecommunication and data traffic expenses. This provides a single

point of reporting for the different telecommunication and data devices and services, such as office

extension, home extension, soft phone, mobile phone, and data traffic service. All these are based on a

single employee.

As an added value, PhonEX ONE also supports DATA collection from the different network elements that

provide additional dimensions to the employee.

Standard Queries


PhonEX ONE hierarchy layout You can specify a certain employee or a range of employees to include in your report.

Extended Employee Options

Employees can also be specified according to level, or according to an alternative list of

employees or devices to include in your query. To apply one of the extended employee options,

click the button to the right of the Employee label. The Extended Employee Options dialog box

is displayed:

Extended Employee Options dialog box Enter the following information:

Use an alternative list of employees: To enter a custom list of specific employees, select this check box

and then click the button to the right of the blank field and select the employees. For more information, see

Selecting Elements from a Dialog Box, page 105. An unlimited number of employees can be entered in the

list. The employees will be separated by a semi-colon.


page 106.

Organization The New Standard Query window presents you with the lowest level you have defined in your system.

However, you can select the code number of any level.

When your system is installed, the PhonEX ONE technician works with you to set up your organization's

hierarchy. The PhonEX ONE system supports an unlimited number of hierarchy levels. The first, or highest,

Standard Queries


level includes the entire organization. The lowest level is for employees.

For example, your organization may be divided into divisions, with each division containing several

departments. In this case, the term “division” is assigned at setup to level 1, and “department” to level 2.

PhonEX ONE features a dynamic hierarchy structure with an unlimited number of hierarchy levels. These

features allow the implementation of any complex hierarchy in the PhonEX ONE hierarchy tables.

Employees can be associated to any hierarchy level, including the Organization level.

In order to select all calls for a given division, you select the code for that division. The report contains the

calls for all departments within the selected division.

For more information about organizational levels, see Hierarchy Levels in PhonEX ONE Organization

Structure User Manual.

Extended Organization Options

Organizations/Departments (or any other hierarchy level) can also be specified according to type

or according to an alternative list of organizations/departments to be included in your query. To

apply one of the extended organization/department options, click the button to the right of the

organization/department label. The Extended Organization/Department Options dialog box is

displayed:

Extended Department Options dialog box Enter the following information:

Use hierarchy levels: When this option is checked, only the departments that contain the specified

hierarchy level are considered for filtering, sorting & summarizing in reports. The following calls are

considered for each department existing on the selected level:

• Calls made by employees that are directly attached to the department;

• Calls made by employees that are attached to sub departments of the department.

If the “Use hierarchy levels” option is not checked, all the departments existing on the selected level or

below are considered. For each department, only the calls made by the employees that are directly attached

to the department are considered. If this option is not checked, the Organization Units picker will display all

the organization units on and above the selected level. Moreover, the “Use alternative list of…” checkbox is

enabled regardless of the selected hierarchy level. The label for any hierarchy level (e.g. Departments, Sub-

departments) is replaced with “Organization Unit” when the “Use hierarchy levels” option is not checked.

Standard Queries


Level: Select the hierarchy level to be used in the query. You can only select a hierarchy level that has been

defined in the system (see Hierarchy Levels in PhonEX ONE Organization Structure User Manual).

Note: If you select a level other than Organization (which is the default level), when you close the small

dialog box, the Organization label changes to that level.

Selected level only: This option allows you to specify if all the lower levels of the organization unit should be

include or not in the report. If this checkbox remains unchecked, the report will include all the employees/

devices assigned to the entire tree of the organization unit (regardless of the hierarchy level) for the

departments existing on the selected level. Check this option if you want to include only the employees/

devices that are directly assigned to the departments existing on the selected level. By default, this check

box appears unchecked.

Use an alternative list of organizations/departments etc.: To enter a custom list of specific divisions,

departments, or any other hierarchy level, select this check box, click the button to the right of the blank field

and select levels from the drop down list. For more information, see Selecting Elements from a Dialog Box,

page 105. An unlimited number of levels can be entered in the list. The levels will be separated by a semi-

colon.


page 106.

Location The customers can perform a better filtering in the standard query report using the Location field.

Extended Location Options

To apply one of the extended location options, click the button to the right of the Location label.

The Extended Location Options dialog box is displayed:

Extended Location Options dialog box Location extended options allow specifying an alternative list of locations.

Cost You can query calls that cost more than a specified minimum, cost less than a specified maximum, or fall

within a specified range of costs.

Extended Cost Options

You can calculate costs according to a different carrier than the one used, and according to a different call origin. The What if … report format displays calculated costs for individual calls

using a single carrier and call origin. The Summary report format displays calculated costs in

Standard Queries


summary form for up to six carriers and call origins. Click the button to the right of the Cost label to apply one of the extended cost options. The Extended Cost Options dialog box is

displayed:

Extended Cost Options dialog box

Enter the following information in the upper pane to calculate individual calls with the What if … report

format, using a single carrier and call origin:

Carrier: Select the carrier used to calculate costs.

Origin of calls: Select the origin of calls used to calculate costs.

For each combination of carrier and call origin to be calculated with the Summary report format, select them

from the Carrier and Origin of Calls fields in the lower pane. After you select the combination, click to add it to the Selected carriers list.

To remove a combination of carrier and call origin from the Selected carriers list, click to select the

combination, and then click . You can also use the up and down buttons next to the Selected carriers list

to select a combination.


page 106.

Duration

You can query calls that last longer than a specified minimum, shorter than a specified maximum, or within a specified duration range. Duration times are displayed either in the hh:mm:ss or the mmm:ss format

(according to the selection made in Site Settings). Cross-site reports will use the duration format that is

defined for the currently selected site.

Extended Duration Options

The Duration field can be defined by the duration of the call made, or by the duration of the ring

time. If you select Call ring time, when you close the small dialog box, the Duration label

changes to Ring Time.

Note: This option affects only summary reports.

Standard Queries


Extended Duration Options dialog box

Choose from the following options:

Call duration: Check this option if you want to query by the duration of the call.

Call ring time: Select this if you want to query by ring time.


page 106.

Destination The Destination field allows you to specify calls to a certain destination or range of destinations. For

example, you can include all overseas calls, or all calls to a particular city.

The entire dialed CDR numbers are displayed, considering also the initial prefix that was deleted. When the

‘#’ character is used, only the numbers that had a prefix deleted will be displayed. The ‘#’ character can also

be used in ranges ((e.g. “#01 - #03” means that there will be displayed CDRs for which the CDR number,

including the prefix, begins with either 01 or 02 or 03). The ‘#’ character appears only for prefixes, in both

fields.

Extended Destination Options

If you choose to summarize destination information in your report (by clicking in the second circle from the Destination field – thus, the summation symbol will appear – and selecting

Summary from the Format panel), you can specify how destinations are summarized. Click the

button to the right of the Destination label to display the Extended Destination Options

dialog box:

Note: This option affects only summary reports.

Standard Queries


Extended Destination Options dialog box Choose from the following options in the Dest. Summary Method panel:

All digits: Select this option to sort by all digits in the dialed number. Data for each dialed number is listed

separately. This option is the default.

By phone entry: Select this option to sort by phone directory. Call data for each directory is listed

separately. See Phone Directory in PhonEX ONE Phone Directory User Manual.

By phone dir. group: Select this option to sort by phone directory group (for example, Cities or Countries).

Call data for each directory group is listed separately. See Phone Directory Groups in PhonEX ONE Tables

User Manual.

By dest. types: Select this option to sort by destination type (for example, Mobile, International, Local, Area,

Long Distance). Call data for each destination type is listed separately. See Destination Types in PhonEX

ONE System Configuration User Manual.

By digits (1…9): Select this option to sort calls according to the first digits dialed in a call. The number of

digits used to sort includes the prefix numbers. For example, select By digits and type 2 in the text field.

Calls are sorted according to the first two digits of the dialed number (including the prefix). You can apply this

option to sort calls by area code or country code.

In the Filter panel you can select a range of destinations, or you can select a range of phone directory

groups (groups of destinations). This filter allows you to perform a query, including sorting and summarizing,

on a range of phones, phone groups or destination types.

Choose from the following options in the Filter panel:

By phones: Choose this option to query by phone directories.

By phone groups: Check this if you want to select phone directory groups. For more information about

phone directory groups see Phone Directory Groups in PhonEX ONE Phone Directory User Manual.

By destination types: Select this option if you want to query by destination types.

Standard Queries


Use an alternative list of destinations: To enter a custom list of specific destinations, select this check box

and then click the button to the right of the blank field to select from the list of destinations. For more

information, see Selecting Elements from a Dialog Box, page 105. You can select an unlimited number of

destinations from the list. They will be separated by a semi-colon.

Exclude an alternative list of destinations: This functions like an alternative list, used in order to exclude

destinations. The exclude destinations edit box will be visible if the check box will be checked.

The excluding conditions are more powerful than the including ones, meaning that if the same destination is

specified in both the including and excluding list (as a separate value or part of a destination range), the

result is that the destination will not be included in the report.


page 14.

Time

You can query calls initiated within a specific time period. For example, you can request only the calls

initiated during business hours each day, or calls initiated after 21:00. The syntax of this field is hh:mm.

Extended Time Options

You can specify the time resolution for the calls to be displayed in your report. Click the button

to the right of the Time label to display the Extended Time Options dialog box:

Extended time options

Specify the time frame to be considered in the sorting and summarizing operations. The default value is 1

hour. The text box allows up to 5 characters to be typed, digits only. The number should be greater than 0.

Trunk Group You can select the range of trunk groups to be included in your report.

Extended Trunk Group Options

You can specify which trunk groups or carriers are included in the query. Click the button to the right of the Trunk Group label to display the Extended Trunk Group Options dialog box:

Standard Queries


Extended Trunk Group Options dialog box – “Sort by” tab Under the Sort By tab you can select to sort either by trunk group or by carrier.

When the query report is sorted and summarized by Carrier and the Summary or Conditional Sum format is

selected, a new column that includes both the carriers’ code and description is added in the report. If one of

the other report formats (either hardcoded or user-defined) is used and the report is sorted and summarized

by Carrier, a total line which includes the carriers’ code and description is displayed for each carrier included

in the report.

Click the Filter tab to display the following dialog box:

Extended Trunk Group Options dialog box – “Filter” tab Under the Filter tab you can specify a range of carriers using the Trunk Group fields in the New Standard Query window. You can also specify a list of carriers to be included using the Filter panel.

Carrier list: You can also select carriers from the list by clicking the drop-down button next to the Carrier list

field to open a small dialog box of carriers. Each time you select a carrier using this small dialog box, it is

Standard Queries


automatically added to the list in the Carrier list field, with semi-colons between the carriers in the list.

Click one of the option buttons below the Carrier list field to either include all the calls charged with the

carriers in this list in the query or exclude them from the query. For more information about carriers, see

Carriers in PhonEX ONE Tariffs User Manual.

Use an alternative list of trunk groups: To enter a custom list of specific trunk groups, select this check

box and then click the button to the right of the blank field to select from the list of trunk groups. For more


trunk groups from the list. They will be separated by a semi-colon.


page 14.

Trunk

You can select the range of trunks to be included in your report. For more information, see Trunks in PhonEX

ONE Tariffs User Manual.

Extended Trunk Options

You can specify which trunks are included in the query. Click the button to the right of the Trunk label to display the Extended Trunk Options dialog box:

Extended Trunk Options dialog box

The state of these buttons will affect the way that trunks are filtered/sorted. By default the “As number” radio

button is checked.

As number: When the “As number” button is checked, then trunks will be filtered/sorted as numbers. If a

CDR with a trunk that has non-numeric characters is included in the report, an error message will appear:

“Report failed. Some trunks have non-numeric characters.”

As string: Check the “As string” button to filter or sort the trunks as strings.

Use an alternative list of trunks: To enter a custom list of specific trunks, select this check box and then

click the button to the right of the blank field to select from the list of trunks. For more information, see

Selecting Elements from a Dialog Box, page 105. You can select an unlimited number of trunks from the list.

They will be separated by a semi-colon.


page 14.

Standard Queries


Account You can select a range of accounts or a specific account to be included in your report. For a range of

accounts, select the account code of the lowest value to be included in the report in the From column, and

the account code of the highest value to be included in the report in the To column. For a specific account,

select the same account code in both columns. To include all the accounts in the report, leave this field

blank.

Note that you can select accounts by clicking the button to the right of the From or To fields of the Account

label. For more information, see Selecting Elements from a Dialog Box, page 105.

Extended Account Options

Click the button to the right of the Account label to display the Extended Account Options

dialog box:

Extended Account Options dialog box You can select a range of accounts, or you can select a range of authorization codes. This filter allows you to

perform a query, including sorting and summarizing, on a range of PBX driver authorization codes. To select

authorization codes, select the Auth. code check box.

Use an alternative list of accounts: To enter a custom list of specific accounts, select this check box and

then click the button to the right of the blank field to select from the list of accounts. For more information,

see Selecting Elements from a Dialog Box, page 105. You can select an unlimited number of accounts from

the list. They will be separated by a semi-colon.


page 14.

Data Source

You can select a range of data sources or a specific data source to be included in your query report. The

user can run queries for one data source, ranges of data sources or all data sources. The From and To

pickers load all the data sources that are defined for the selected site(s).

Extended Data Source Options

Click the button to the right of the Data Source label to display the Extended Data Source Options dialog box:

Standard Queries


Extended Data Source Options dialog box

The ‘Data Source extended options’ allow specifying an alternative list of data sources. Click the button

to open the Data Sources picker:

Pick Data Sources dialog box Select from the list of data sources the data source you want to work on, and then click OK to save the

change. You can also type a string of characters in the blank field and then search it by name or connection

method. The picker loads all the data sources that are defined for the selected site(s)

Click Select all to select all the data sources, or Clear all, to clear all the data sources from the list.

Note: The DBManager updates all saved query definitions (having selected data sources in the old format)

to the new format. Therefore, after the update process, the selected data sources are displayed in the

Alternative list of Data Sources textbox. The Use an alternative list of data sources check box is also

checked for these query definitions.

Service Code

You can select a list of service codes to be included or excluded from your report. For more information, see

Data Fields.

Extended Service Code Options

Click the button to the right of the Service Code label to display the Extended Service Codes

Options dialog box:

Standard Queries


Extended Service Codes Options dialog box The state of these options will affect the way that service codes are filtered.

Use an alternative list of service codes: To enter a custom list of specific service codes, select this check

box and then click the button to the right of the blank field to select from the list of service codes. For more


service codes from the list. They will be separated by a semi-colon.

Exclude a list of service codes: This functions as an alternative list, used in order to exclude service

codes. The exclude service codes edit box will be visible if the check box is selected. For more information,

see Selecting Elements from a Dialog Box, page 105.

Call Type You can specify the call types to be included in a report from the following options:

Out: Outgoing calls from your PBX

In: Incoming calls to your PBX

Internal: Calls from employee to employee within your organization

The list of call directions is displayed as part of the report sub-titles. For example, if the “OUT” call direction

has not been selected in the filters, the title of the report will be displayed as follows in the sub-title: “Call

direction IN, LOCAL”.

Extended Call Type Options

Use this option to specify additional characteristics of the calls to be included in the report. The Extended Call Type Options dialog box is displayed:

Standard Queries


Extended Call Type Options – Call Types tab Select from the following types under the Call Types tab: interpret

Call types Definition

Start Calls that originate transfers

Note: The Cisco drivers interpret started calls as local started calls.

End Calls that terminate transfers

Note: The Cisco drivers interpret started calls as local ended calls.

Conference Calls that simultaneously involve more than two employees or destinations

Trunk Tie calls from one trunk group to another

DISA Calls made from one employee but charged to a different employee through

the charge code assignment

Abandoned Abandoned calls are calls that are started but not completed.

Standard Queries


The logging of calls with zero duration represents an optional action. If logging

calls with zero duration is enabled, the following actions occur:

• All calls generate a CDR.

• If the call was abandoned, such as when a phone is taken off hook

and placed back on hook, various fields do not contain data. All calls

that are not connected have duration of 0 seconds.

• If the user dials a directory number and abandons the call before it

connects, the First Destination and Final Destination fields and their

associated partitions contain the directory number and the partition to

which the call would have been extended. The Destination IP field

remains blank and the duration specifies 0 seconds.

Note: Abandoned calls are excluded by default from query reports.

Malicious A suspicious call that is marked by the user.

Pickup Incoming calls picked up by the users within their own group or within other

call pickup groups by dialing the group call pickup number for that group.

Example:

1. A call comes in from the PSTN to extensions 2000, 2001 and 2002, which

are in the same pickup group.

2. Extension 2002 picks up the call that is ringing on 2001.

3. Extension 2002 answers the call, and the call connects between the PSTN

caller and extension 2002.

Intercom The Intercom feature has one-way audio. Therefore, the CDR reflects one-way

audio. For talkback Intercom, there is two-way audio and the CDR reflects two-

way audio.

The Intercom feature requires a partition (intercom partition) and existing CDR

partition fields are used to identify Intercom calls.

Tandem Tandem calls are related CDRs, part of the same scenario, but produced by

distinct CUCM servers. In Cisco contexts they are identified by the

IncomingProtocolID, IncomingProtocolCallRef, OutgoingProtocolID and

OutgoingProtocolCallRef fields in the raw CDRs of CUCM version 8. The

related CDRs are identified by a synchronization process and flagged as bad

and tandem (for easier tracking). A new CDR will be created from the call

chain, also flagged as tandem call and with the associated cost.

Transferred Calls that are transferred between employees

Forwarded Calls that are automatically forwarded or diverted to another employee. The

employee that the call reaches is not the employee originally dialed by the

caller.

Standard Queries


Busy Calls that are not completed because the destination is unavailable

Hold Calls that are placed on hold

Personal Personal calls

In case the user policy grants access to only one call type (either Personal or

Business), the Personal option appears disabled and the corresponding check

box is selected by default: for Private and for Business. Additionally, the

Group by business/private calls option is hidden.

If the user has access to both call types, the Personal option appears enabled

and can be used according to user’s needs.

Bad Calls filtered out by your call threshold criteria

Video A video conferencing call

Error Error calls that could not be processed for one reason or another

Mobility The Cisco Device Mobility feature dynamically changes important location

settings, such as calling search space, region, date/time group, and SRST

reference, for roaming devices. When a phone device has mobility mode

enabled, Cisco Unified CallManager uses the IP address of the registering

device to find the proper location settings. The system compares the physical

location that is configured in the device pool for the IP subnet and for the

device to determine when a phone is away from its home location.

The following Mobility call types are supported: Hand-In, Hand-Out, Cell Pickup and Interactive Voice Response (IVR). These detailed Mobility call

types are reported with the following flags: Y, Yi, Yo, Yk and Yv.

IME Cisco IME (Intercompany Media Engine) call. All the calls made using IMEs are reported using a dedicated call flag: “m”.

You can specify call types that comply or do not comply with a given call definition. To include a call type,

select the corresponding check box in the column. To exclude a call type, select the corresponding check

box in the column.

Note: The Cisco Short calls (calls that are connected for less than a second) are reported as normal calls

with duration 0. The Cisco Parked calls are reported by the PhonEX ONE application as Forwarded calls,

while the Cisco Barge/CBarge calls are reported as Conference calls.

You can query only those calls that meet all call type conditions, or all calls that meet any one of the conditions. For example, if the Out check box is selected, and you also select the following settings, all

Outgoing Start Calls, Outgoing DISA Calls, and Outgoing BAD Calls are included in the report, but no

personal calls are included:

Standard Queries


Extended Call Type Options - example

If you select the Include calls that comply to all conditions (AND) option button, the query will include

only the calls that meet all four conditions. In that case, for example, personal calls that originate transfers

will not be included.

If you select Include calls that comply to at least one condition (OR), your query will include calls that

meet at least one condition.

The Group by leading call type (OUT, IN and INTERNAL) check box in the Summary options panel is not

checked by default. If checked, this option affects the sorting and summarizing operations only, by

considering the main call type: OUT, IN or INTERNAL.

Note: Out calls are selected as part of the regular call type options.

The Group by business/ private calls check box in the Summary options panel is not checked by default.

It becomes enabled only after checking the Group by leading call type (OUT, IN and INTERNAL) option.

When this option is checked, the OUT calls are grouped as O (business) and OP (private).

Click the ISDN Types tab to display ISDN call type options. The ISDN Types tab displays the following

types:

Standard Queries


Extended Call Types Options – ISDN Types tab To include an ISDN type, select the corresponding check box in the column. To exclude an ISDN type,

select the corresponding check box in the column. To enable sorting by ISDN type instead of call type,

select the Sort by ISDN types check box.


page 14.

Call Type Codes The Type column in the reports displays the call type. The following codes are used to define the various call

types:

O Outgoing

I Incoming

B Bad call

T Trunk-to-Trunk

D DISA call

A Abandoned

X Transferred

U Busy

S Start

E End

Standard Queries


M Malicious call

L Local call

H Call on hold

F Forward call

C Conference call

P Private call

K Pick-up call

V Video call

R Error call

Y Mobility

N Intercom

The above codes are used in the Type column of any other report format (default or user defined) and can

also be combined. Following are several examples:

BO Bad outgoing call

BI Bad incoming call

TI Trunk-to-trunk incoming call

TO Trunk-to-trunk outgoing call

OS Outgoing start transfer call

OE Outgoing end transfer call

TOB Trunk outgoing bad call

IP Additional Fields Click Criteria and a small dialog box will appear, showing the fields to be displayed in the New Standard Query window. The Originator IP, Destination IP, QoS, Received packets, Sent packets and Lost packets

additional fields are displayed in the New Standard Query window when selecting the IP Fields option in the Criteria dialog box.

Standard Queries


The New Standard Query window – IP additional fields

Note: IPv6 and IPv4 addresses are both supported for the Cisco environment. If you use the From and To

columns for a certain IP field, make sure that both values have the same format (either v6 or v4).

The ‘To Destination IP’/’To Originator IP’ field accepts wildcards such as 10.10.*.*, 10.*.*.*, 10.*.*.10. (For

example, 10.10.*.* represents all the IPv4 addresses from 10.10.0.0 to 10.10.255.255 and the

FE80:0000:0000:0000:0202:B3FF:*:* value represents all the IPv6 addresses from

FE80:0000:0000:0000:0202:B3FF:0000:0000 to FE80:0000:0000:0000:0202:B3FF:FFFF:FFFF.

In case the ‘From Destination IP’/ ‘From Originator IP’ field contains a value with wildcards, the ‘To’ field is

discarded and only the filter using wildcards will be used.

Standard Queries


The New Standard Query window – IP fields option disabled

Sorting Methods

You can define up to five levels of sorting in your query. The sorting levels are defined by the numbers (such

as ) displayed in the circles from the sorting and summarizing fields. For example, suppose you want to

have the information in your report sorted by organization, and within the organization, sorted by employee.

In that case, the New Standard Query window must display a "1" in the sorting and summarizing column

next to the Organization label, and a next to the Employee label:

Standard Queries


The New Standard Query window – sorting by organization and employees To specify a sorting level, click once in the field to the left of the relevant database and a number will appear

in the circle. Click the box where you want the "1" to be displayed, and then do the same in the box where

you want the "2" to be displayed.

To clear the sorting method, click Reset.

Sum Total ( )

PhonEX ONE allows you to choose the information to be summarized in the report. For example, your report

can display the total cost of calls made from each employee.

To mark a field for summation, click once the field to the left of the relevant label and the summation symbol

will appear next to the number already displayed in that field. For example, to display the total cost of calls made by each employee, click in the field to the left of the Employee label.

Clicking a column that already has a sort level defined adds summation to that field. In other words, clicking

a field that displays a number (such as ) adds the summation symbol to that field.

A field can be selected for summarizing only if it has already been selected for sorting. In other words, you

can place the summation symbol only in a field that already displays a number.

To report total calls made on a specific date, mark the Date field for sorting and then click in the same field to

select the summation symbol next to the number.

Page Break ( ) The summarizing feature also allows you to add a page break after each summary. Adding page breaks

makes it easier to divide and distribute your reports throughout your organization. To add a page break after

Standard Queries


a summary, click once again in the field to the left of the relevant database field and the page break symbol

will appear next to the summation symbol.

Clicking a column that has a sort level and summation adds a page break to that field. In other words,

clicking a field that displays the summation symbol ( ) adds the page break symbol to that field.

Summing Up To specify sorting, click once in the field to the left of the database label. The second click

designates the second sorting level, and so on.

Clicking a column that is already defined for sorting adds summation to that field. Clicking a column

that is already defined for sorting and summation adds a page break to that field.

To add totals to the report, click twice in the field to the left of the database label.

To add a page break after a sort level, click for the third time in that field.

Click Reset to clear sorting and summarizing parameters.

Report Formats PhonEX ONE Query tool can be used to display information for both voice and non-voice CDRs by applying

different user defined formats. In the Format panel, in the lower part of the New Standard Query window, you can select either a summary

or a detailed format for your report from the available list of formats: Standard, Destination, Summary,

Conditional Summary, ASR Report, Device Detailed, Destination Extended, Ring Time and What if…,

Employee Detailed and CCM 5.0 Detailed.

Note: The number of CDRs in the query detailed reports has been limited and therefore, the maximum

number of rows displayed in query detailed format reports is 300000 rows. This limitation applies only to

query reports, except for the situation when CSV export is used (in this case all the CDRs will be exported).

Reports can be generated in one of several different formats. The format can be selected from the Format

panel using either the drop-down list or the picker button displayed next to the drop-

down list. The Format picker allows the user to search the desired report format by name. The picker loads

all the entries that are in the drop-down list at that moment.

The various report formats are described briefly in the following section, and some samples are displayed.

The title of each report is composed at the time the report is generated, and describes the information

included. To change the title of a report, save the query with a new description, and then run the report.

All of the generated reports display the same type of general heading, which includes the following:

The title of the report;

The starting and ending dates of the report data;

The date the report is generated;

The name of the site.

Standard Queries


Standard The standard format presents the basic information for each call you requested in your query. This 80-

character report is clear and easy to read, whether displayed on the screen or printed as a hard copy.

Each summary requested is displayed as a summary statement at the end of a group of calls. For example, if

you request sorting and summary by employee, a summary statement will be displayed at the end of the

calls listed for each employee:

Sample portion of a Standard report

Destination

The Destination format displays the same information as the Standard format, with the addition of the

destinations. This report is in 80-character format.

Standard Queries


Sample portion of a Destination report

Summary The Summary format displays only the summary information for each field selected for summarizing in your

query.

Sample portion of a Summary report The columns on the right are always displayed in your report, including the number of calls, call duration, and

cost.

Standard Queries


Conditional Summary The Conditional Summary format displays the summaries that exceed all the specified criteria designated for

Duration or Cost fields.

For example, a Conditional Summary can indicate an employee whose total call duration exceeds a defined

amount. In a Standard report, if a minimum duration of 5 minutes is entered, then 3-minute calls will not be

displayed in the report. In a Conditional Summary report, the total call time or cost is queried, not individual

calls.

Sample portion of a Conditional Summary report The columns on the right are always displayed in your report, including the number of calls, duration, and

cost. Up to five columns can be displayed on the left, one for each field you designated for summarizing in

the query.

ASR

The ASR (Abandoned – Success Report) report shows you the report between the number of abandoned

calls and the number of calls that were successful.

Standard Queries


Sample of an ASR report Calls that have duration greater than 0 are considered successful calls; calls whose duration equals 0 are

failure calls. The last 2 columns in this report will display the success or failure percentage of the calls.

Device Detailed The Device Detailed format report gives you all the information available on each of the requested calls. This

report is in 132-character format:

Sample portion of a detailed report

Standard Queries


Destination Extended The Destination Extended format is the same as the Standard format, with the addition of the destinations

and destination type codes. This report is in 132-character format.

Sample portion of a Destination Extended report

Ring Time

The ring time is the delay between the first ring of an incoming call and the moment the call is answered. The

Ring Time report displays and summarizes the ring time for the designated range of incoming calls. The Ring

Time report is in 80-character format.

Ring Time is an extended option of the Duration field when the Summary or Conditional Summary reports

are applied.

The Ring Time for each call is listed after the duration of the call. The total Ring Time is summarized at the

end of the report.

Standard Queries


Sample portion of a Ring Time report

What If…

The “What if…” report allows the user to compare the real cost of the selected calls with the cost of the same

calls if they were made using an alternative carrier or an alternative origin of call. The user can see at a

glance if it is cheaper to use a different carrier for certain calls to a specific destination. The report displays

the difference between the real cost and the calculated cost for the selected carrier as a percentage. It lists

the real cost of the call next to the cost according to the alternative carrier. PhonEX ONE can prepare a

summary report showing the call cost information for up to six different carriers simultaneously.

The alternate carrier or the alternate origin of call is selected from the Extended Cost Options in the New Standard Query window.

The standard call information is listed alongside the calculated cost. The last column displays the difference

between the actual cost and the calculated cost for the selected carrier as a percentage and as a value (if

the Cost Dif field is added to the What if… user defined format). The Cost Price column displays the actual

cost of each call. The Calc. Price column displays the calculated cost of each call according to the alternate

carrier. This allows you to compare the two amounts. The ‘Cost Dif’ value is calculated based on the Cost Dif

= Calc Price – Cost Price formula, where the Calc Price is the alternative calculated cost and Cost Price is

the cost existing in the database.

Standard Queries


Sample portion of a What If… report

Employee Detailed The Employee Detailed format report gives you all the information available on each of the requested

employee. This report contains the following columns: Device, Employee Details, Unit, Date, Day, Time, TG,

Type, Duration, Cost and Dialed Number. This report is in 132-character format:

Sample portion of an Employee Detailed report

CCM 5.0 Detailed The CCM 5.0 Detailed format report displays specific data for the CCM fields in PhonEX ONE. The report

contains the following fields: Device, Date, Day, Time, Duration, Cost, Dialed Number, Originator DTMF,

Destination DTMF, Originator RSVP Audio, Destination RSVP Audio and Secure Status.

Standard Queries


Sample portion of a CCM 5.0 Detailed report

The Availability Report The new Availability report format can be selected from the list of report formats in the New Standard Query window:

Availability report format

Standard Queries


Any new sorting and summing criteria will introduce new columns at the beginning of the generated report.

In case the list of sites option is selected, the report will display data from the selected sites one after another

without mixing them.

In its basic form, the report displays the following columns: Number of Calls (the total number of calls,

including the abandoned calls, per dates range); Number of abandoned calls (the total number of

abandoned calls); Average Call Duration (the total duration / number of calls); Average Ring Time (the

total ring time / number of calls); Abandoned Percent (%) – (the number of abandoned calls / the total

number of calls) * 100.

The title of the report will specify the filtering criteria, the group criteria, and the date range.

Sample portion of an Availability report

Query Advanced Options In the Query Advanced Options panel, the following check boxes are displayed:

Apply surcharge: Select this check box to apply departmental surcharges when creating a report from a

query. For more information, see Insert Hierarchy Level in PhonEX ONE Organization Structure User

Manual.

Add taxes: Select this check box to add taxes when creating a report from a query. For more information,

see the information on Taxes in PhonEX ONE Tariffs User Manual.

Report Currencies PhonEX ONE can be used in a global telecommunication environment since it allows report generation in

any currency defined by the user. PhonEX ONE can configure each site and tariff company with local

currency parameters. PhonEX ONE can generate reports in two currencies simultaneously (i.e. Euro and

USD), fulfilling the multi-site environment in different countries.

You can display two currency values and work in a multi-currency environment. This feature is especially

important because of the introduction of the Euro and the deregulation of telecom markets.

Standard Queries


Reports can be generated according to any currency defined in the system. If you have enabled multiple

currencies, the symbol for the main currency is displayed in the Currencies panel, on the right of the New Standard Query main window:

The Currencies panel Primary: Select from the drop-down list the currency you want to use as the main currency for calculating

the call cost.

Secondary: Select from the currencies defined in the system as secondary currencies. You can also select

“none” if you don’t want to work with two currencies.

Reports will indicate the currencies used in the report. For more information about multiple currencies, see

Currencies in PhonEX ONE System Configuration User Manual.

Sites The Sites panel indicates the site(s) for which the report is generated:

The Sites panel

Click this button to display the following dialog box:

Standard Queries


Pick Sites dialog box Select the site you want to work on from the list of sites, then click OK to save the change and the site will be

displayed in the Sites panel. You can also type a string of characters in the blank field and then search it

either by code or by name. The ‘%’ and ‘?’ wildcards can be used in the Sites Picker in order to perform

improved search operations. For further information, see the Wildcards section at page 106.

Click Select all to select all the sites, or Clear all, to clear all the sites.

“Summary Only” Option This option affects only the Summary type query when several sites are selected. If this option is checked,

the report will display only the final page (the page containing the total for all sites), and not one page for

every site.

Query - Sites panel -Summary only & Cross-Site options

“Cross-site” Option The information in the Summary per organization unit or destination is summarized on the last page for all

the selected sites together. This information is very important for those users who need to see the summary

information across their organization.

The last page of the summary cross-site reports contains the aggregated summary information from all sites.

The report is shown according to the ‘Group-by’ option. It contains aggregated information from all the sites

and the identical codes are summarized.

The “Cross-site” option in the ‘Sites’ panel of the Query page is unchecked by default. The state of this check

Standard Queries


box affects the behaviour of the report. If the “Cross-Site” check box is checked, the following happens:

the “Add taxes” checkbox becomes unchecked and disabled;

the “Report format” combo box is disabled and the default value is set to “Summary”;

the “Device types” combo box from the Device Extended options is disabled and “(all)” becomes

the default value;

the “Summary only” check box is check and disabled;

The “…” button that opens the Cost extended options is also disabled.

The state of this check box does not affect the maximum number of sorting & summary criteria (which are 5)

and neither the IP fields. If this check box is selected, the query generates only the “last page” containing

aggregate information from all the selected sites.

The sites selection does not affect the functionality because this parameter is used only in filters. This means

that a cross-site report on a single site is allowed.

If there is the same code and different descriptions, two different entities are displayed in the pickers.

How to Create a Query

All Calls on a Given Day In this example, you will learn how to create a simple query in Standard format and save the query for future

use.

Select New from the PhonEX ONE Queries window. The New Standard Query window is displayed. To

clear old parameters from the dialog box, click Clear. You have now cleared the window and are ready to

construct a new query.

The first query you create gives a Standard report on all outgoing calls for a given day.

1. In the field labeled Date, type 06/05/2011 in the From column. To obtain data for just one day,

type the same in the To column. You can also click the button on the right ( ) and choose the

date from the calendar. For more information, see Date, page 107.

2. In the Call type field check if the Out check box is selected.

3. From the Format list, select Standard (Standard is the default setting when you open the New Standard Query window). The currencies and sites chosen as primary or secondary are

displayed on the right, in the Currencies or Sites panel, respectively. For more information

about multiple currencies or sites, see Currencies and Sites in PhonEX ONE System

Configuration User Manual. Your New Standard Query window should look like the one below:

Standard Queries


New Standard Query (Calls Sorted by Date) window

4. Click Generate to start the report generator. This is always the last step in processing a query

and generating a report. For more information, see Generate, page 100.

The Query Report The report is displayed in the same window and lists the devices, name, organizational level, date, day, time,

duration, cost and dialed number. The entries are sorted in chronological order.

Standard Queries


Calls Sorted by Date report

Naming and Saving the Query

To give the query a name and save it, click at the bottom of the New Standard Query window.

You will be prompted to type the query name. Type Calls Sorted by Date, and then click OK.

Calls Sorted by Device In this example, you will learn how to sort a list of calls according to the extension number. You will then

change the format to Destination so that the call destinations are indicated.

1. In the field labeled Date, type 06/05/2011 into the From column. To obtain data for just one day,

type the same date in the From and To columns. You can also click the button on the right ( )

and choose the date from the calendar. For more information, see Date, page 107.


3. To sort the calls by device click once in the field to the left of the Device label and the number

“1” will appear in the first circle: .

4. Select Destination from the Format list.

5. Click Save to save the query. When prompted, name the query Calls Sorted by Device, and

then click OK. Your query window should look like the one below:

Standard Queries


Calls Sorted by Device query

The Query Report Click Generate to generate the report. The calls in the first column are now sorted according to the device

number. In the last column, the call destinations are displayed. From this report, you can see who called

where.

Calls Sorted by devices report

Summarizing Information In this example, you will learn how to summarize call information by using the summation feature. You will

also use the Page option to place device information on separate pages.

1. In the field labeled Date, type 06/05/2011 into the From column and 06/05/2011 in the To

column. To obtain data for just one day, type the same in the To column. You can also click the

Standard Queries


button on the right and choose the date from the calendar. For more information, see Date, page

107.


3. To sort the calls by device click once in the field to the left of the Device label and the number “1”

will appear in the first circle: . Then click for the second time in the field next to the

Device label, and the summation symbol ( ) will appear next to the number “1”: .

4. Select Destination from the Format list box.

5. Click Save to rename and save the query. When prompted, name the query Devices and Sums, and then click OK. Your query window should look like the one below:

Devices and Sums query

The Query Report Click Generate to generate the report. The first page of the report displays information about the first

employee only. Use the Page Down button to view additional report pages. For each employee listed, totals

are given for Call Duration and Costs:

Standard Queries


Devices and Sums report

Summary Report In this example, you will learn how to create a Summary report.

1. Press the New button in the Standard Queries page. When the New Standard Query window

is displayed, click Clear to clear the old parameters.

2. Type y in both Date fields.

3. Next to the Organization label click and select Department from the Level list in the

Extended Organization Options dialog box, according to the level of your organization on

which you want to create the summary report.

4. In the Format list, select Summary.

5. To sort calls according to the levels in your organization, click in the field to the left of the

organization level label and the number “1” will appear: .

6. To generate totals for each department, click once again in the field to the left of the

Department label and the summation symbol will appear next to the number in the first

circle: .

7. Click Save to save the query. When prompted, name the query Summary by Departments, and

then click OK. Your New Standard Query window should look like the one below:

Standard Queries


Summary by Departments query

The Query Report Click Generate to generate the query report. Each department of the organization is displayed in the report

window. For each department, the total number of calls, the total call duration, the total number of pulses,

and the total cost for that day are listed. At the end of the report, the same totals are listed for the entire

organization.

Summary by Departments report

Standard Queries


From Summary to Detail In this example, you will take general information from the Summary Report generated in the previous

example, and use it to obtain detailed information.

To create a detailed report on a department of your organization:

1. From the Queries window, select New. When the New Standard Query window is displayed,

click Clear to clear the old parameters.

2. Type 06/05/2011 in both Date fields.

3. Next to the Organization label click and select Department or any other level from the Level

list in the Extended Organization Options dialog box, according to the level of your

organization on which you want to create the summary report.

4. In the Format list, select Destination.

5. In the Department field (in case you chose Department in the Extended Organization Options dialog box), type the name of the department in the From and To boxes. This limits the

report to that department.

6. Click in the field next to the Duration label and the number “1” will appear in the first circle:

. This action sorts the calls of that department by duration.

7. Click Save to rename and save the query. When prompted, name the query as Department X Longest Calls, and then click OK. Your New Standard Query window should look like the one

below:

Department X Longest Calls window

Standard Queries


The Query Report Click Generate to generate the query report. In the report window in this example, details on Department

Marketing are displayed. The calls are displayed according to the call duration. Call destinations and

destination codes are also displayed. Scroll through the report to examine the data.

Department Marketing Longest Calls report

Queries Summary Now that you have learned how to construct custom reports, you can perform the following tasks:

Start a new query, name it, and save it;

Obtain general information about telephone traffic in your organization;

Obtain summaries for all or parts of your organization;

Use Summary Reports to help you decide which detailed reports you want to generate.

You can use these basic skills to define custom reports that are useful and appropriate for your organization.

Traffic Reports


Traffic Reports For more information about Traffic reports and Matrix Queries, see the PhonEX ONE Traffic User Manual.

Custom Reports


Custom Reports PhonEX ONE includes the possibility of generating custom reports using certain custom report templates.

The custom reports are created by MIND for those customers who require specific reports that are not

available in Standard Reports and cannot be generated using PhonEX ONE Standard/ Traffic/ Matrix

Queries.

Note: The Custom Reports are available only for those customers who have a plug that contains a license

for this feature. Custom Reports will be enabled under the Traffic module. If the Traffic module is not

available, custom reports can be enabled without the Traffic license by using the Custom Reports field from

the plug. If the Traffic license is enabled, the maximum number of custom reports that can be defined in

PhonEX ONE is 5. Customers have the option to purchase additional custom reports.

To manage custom reports, select Custom Reports from the Reporting menu. The Custom Reports page

is displayed:

Custom Reports window In the Name field type a string of characters that belongs to the name of the custom report you want to find.

Select (all), Personal or other Shared Report Type (the Common query type represents the default Shared

Report Type) from the Type field. After you have entered the search criteria, click Search to find that string

of characters, or click Clear to delete what is written in this field.

The Custom Reports window displays the saved report definitions that are using custom reports. The table

contains the name of the saved report and the type of the report (Personal/Shared).

New: Click this button to create a new custom report. The New Custom Report window will be displayed. For

more information see New Custom Report.

Delete: Click this button to delete the selected report from the list of custom reports. You will be prompted to

confirm your action. Click OK to perform the action, or Cancel, if you don’t want to delete the report from the

list.

Rename: Select from the list the custom report you want to rename and then click Rename. In the dialog

box displayed make the changes you want and then click OK to save the changes or click Cancel to leave

the custom report name unchanged.

Open: Select a custom report from the already existent list of reports and then click Open to see that report.

Custom Reports


For more information, see Opening Custom Reports, below.

Opening Custom Reports PhonEX ONE allows you to store and re-use custom reports. It quickly and easily generates the reports you

need on a regular basis. To re-use a custom report already created and saved, select the report from the list

of custom reports and then click Open, or double-click the report. The Update Custom Report window will

be displayed:

Updating a Custom Report

Report Definition Buttons The buttons at the bottom of the report definition window perform the following actions:

Click Generate to generate the report according to the information already

existent in the report, or you can first update the report definition window and then

generate a new report according to the latest information entered. For more

information, see the explanation for Generate.

Clicking this button will open the Define Task window for the definition of the

report task. For more information, see Adding Report Tasks in PhonEX ONE

System Configuration User Manual.

Click this button to save only the changes from the custom report window, without

changing the name of the query.

Click this button to rename the pre-defined report or to save the changes made in

the custom report under a different name. The Save Custom Report dialog box is

displayed. Type a different name for the report and select the custom report type

Custom Reports


(Personal or Shared). The Common query type represents the default Shared

Report Type. The edit box and picker button are enabled only if the Shared option

is selected. Click the button to the right of the blank field and select the report type

from the list. For more information, see Selecting Elements from a Dialog Box,

page 105. The Shared edit box accepts maximum 100 characters. Press OK to

save the changes or Cancel to leave the name as it is.

Clears the old parameters in the pre-defined custom report window.

New Custom Report Select New from the PhonEX ONE Custom Reports window. The New Custom Report window is

displayed. To clear old parameters from the dialog box, click Clear. Once the window is cleared, are ready to

construct a new custom report.

The New Custom Report window Enter the following information:




Note: If you select any other hierarchy level except Organization, an additional field (called Division/Department etc.) will be displayed below the Level label.



105.

Device: Type a device or click the button to the right of this field to select a device from the drop-down list.

For more information, see Selecting Elements from a Dialog Box, page 105.

Employee: You can either type an employee or choose an employee from the list. For more information, see


Currencies: Only one currency can be selected in this panel. See Report Currencies, page 142.

Custom Reports


Sites: For further information, see Sites, page 143.


Design: See Report Design, page 39.

Custom Report Templates Select the report template from the available list of formats displayed in the Custom Report Template

panel. For more information, see Custom Report Templates in PhonEX ONE System Configuration User

Manual.

Custom Report Templates panel Click Generate to display the Custom Report. For more information, see Report Definition Buttons, page

38.

The Budget Module


The Budget Module The Budget Module is a tool that controls the budget within an organization, mostly in a way that permits

blocking overused devices. The Budget Module is able to analyse the device budget status and send signals

in real time when needed.

The Budget Module deals with CDRs received during a period of maximum one year and a month. The main

purpose of this module is to keep control over the budget allocation within a company, to alarm when certain

usage thresholds are exceeded and, when needed, to block devices.

The budget is allocated to the devices and comes as a stand-alone module, protected by the plug. Because

it is protected by plug and only some of customers will use it, the Budget Module is not installed by default.

The PhonEX ONE installer provides an additional installation option named “Budget”.

The entire budget-related calculations are made in the leading currency; only the reports have an option to

convert final values to another specified currency. The renewing of the budget is made automatically, on a

monthly basis, on the day specified by the user.

The Budget module works together with the Device Control Module in order to enable the automatic

blocking of the devices (which can be authorization codes on the PBX side) that overrun the allocated

budget or to block/unblock specific devices based on user-defined scripts and with the Alarming module to

which it sends signals in order to inform certain persons by e-mail about the devices budget status.

The budget related reports are able to display information about the past one year and one month budget for

each device.

The budget maintenance services allow executing specific operations in order to better manage the

particular budgets.

Budget Description The budget information for each device is, at any moment, made up of 13 budget ranges: the current budget,

which always exists – with the specified settings – and the previous 12 ranges (a one-year history); any of

these 12 ranges may be undefined at a given moment.

The history will be built step by step, starting with the first call arrived in the new system configuration.

The history start date is always the specified day (within the site settings) of the month that is 12 months

previous to the current one. All the calls to be processed that have the date before this start date will be

ignored. All the calls with the date within the range (history start date 0:00 H, the last day of the current

budget 23:59 H) will update the budget history.

The allocated budget is not supposed to include taxes, surcharges or the services cost; the latest one will be

displayed in a certain report only as additional information regarding the budget general usage for devices.

The Budget Module


Enabling the Budget Module Enabling the budget module for the first time is a very special operation. The Budget module does not work

for a site until the site settings are saved with the Enable budget option checked for the first time. When this

happens, the budget for the current month will be created and the Site budget start date is set to the

current date. After this operation, changing the state of the Enable Budget checkbox will have a different

meaning, that is turning On/Off the budget means that the budget changes from a Running state to a Pause

state and vice versa.

For more information, see Adding a New Site in the PhonEX ONE System Configuration User Manual.

Budget Module Reports All four Budget Module reports are available from the Budget Reports sub-menu in the Reporting menu. The

reports will run from the current site, since there is no site selector under the Budget Reports sub-menu.

The following reports are available:

Monthly Budget Summary

Device Budget Usage

Device Budget Exceptions

Letters for Device Budget

Monthly Budget Summary This report gives a general picture of the budget usage split by months. The report displays information for

the devices in the organization unit in the filters, summarized per month, with each of the months in the filters

in one row.

To define the report, select Monthly Budget Summary from the Budget Reports sub-menu:

Monthly Budget Summary report definition window Enter information in the following fields:

The Budget Module


Previous: Select the number of months you want to create the report for. The maximum number of months

is 12.

Include current month: Check this box if you want the current month to be included in your report.




From/To division/department: To select all departments, leave both fields blank. To select a range of

departments, enter the first department in the From Field and the last department in the To field. You can

also click the buttons next to these fields and select from the available list. For more information, see


Cost format: Select one of the following formats: Normal, Thousands, or Millions.


To generate the report, click the Generate button or click the drop-down arrow to the right in order to select a

format. For more information on the buttons at the bottom of the report definition window, see Report


The Monthly Budget Summary report The report contains the following fields: Month (the month’s name and year) – the month’s name is decided

based on the naming convention set in site settings, Base budget, Additions, Previous balance, Total budget,

Budget usage (currency symbol), Budget usage (%), and Blocked devices.

Device Budget Usage The report displays information about the current budget for the devices in filters. The information is a basic

one, including total current budget and usage (value and percentage). The devices in the report will be

displayed on one row each; the grouping (total lines) will be made according to the hierarchy filters (if there is

no particular device selected).

To define the report, select Device Budget Usage from the Budget Reports sub-menu:

The Budget Module


Device Budget Usage report definition window Enter information in the following fields:




From/To division/department: To select all departments, leave both fields blank. To select a range of

departments, enter the first department in the From Field and the last department in the To field. You can

also click the buttons next to these fields and select from the available list. For more information, see


Employee: Enter the name of the employee or click the button to the right to select the employees. For more

information, see Selecting Elements from a Dialog Box, page 105.

Device: Enter the device or click the button to the right to select the devices. For more information, see


Budget usage: Enter in these fields the lower and the upper limit for the budget usage you want to view.

The value is between 0 and 100%.

Report format: You can select either the normal or letter format. If the Letter format option is checked, the

information for each of the devices will be displayed on one page. The normal report has the following

columns (the portrait layout): Device, Employee (Employee ID + Employee name), Total budget - Total

budget column from Budget table, Budget Usage (currency symbol) - Usage column from Budget table,

Budget Usage (%) – Usage Percent column from Budget table, Blocked – Possible values: “Yes” or “No”.

Detailed format: The normal report with detailed check box checked has the following columns: Device,

Employee (Employee ID and Employee name), Base Budget, Additions, Previous Balance, Total budget -

Total budget column from Budget table, Budget Usage (currency symbol) - Usage column from Budget table,

Budget Usage (%) – Usage Percent column from Budget table, Blocked – Possible values: “Yes” or “No”.

Cost format: Select one of the following formats: Normal, Thousands, or Millions. If the Thousands

format is selected, all costs will be divided by 1,000.


The Budget Module


To generate the report, click the Generate button or click the drop-down arrow to the right in order to select a

format. For more information on the buttons at the bottom of the report definition window, see Report


Following are some examples of device budget usage reports:

Normal report layout

Letter simple report

The Budget Module


Letter detailed report If there are no devices to be displayed in the report (according to the filters) the “No data” message will be

displayed.

Each different organization unit (group criteria) will appear as a title on a new page.

Device Budget Exceptions The report displays information regarding the exceptions within the current budget. According to the filters,

the report contains the devices that have exceeded the current allocated budget and/or the devices that have

no usage.

To define the report, select Device Budget Exceptions from the Budget Reports sub-menu to display the

following window:

Device Budget Exceptions report definition window If there are no devices to be displayed in the report (according to the filters) the “No data” message will be

The Budget Module


displayed.

Each different organization unit (group criteria) will appear as title on a new page.

The “Exceeded Budget Devices” report will have the following columns: Device, Employee (Employee ID and

Employee name), Total budget, Budget usage, and Budget exceeded with (%):

Budget Exceeded report

By convention, if the total current budget is 0 and the usage is >0, the Exceeded Budget Devices report is

displayed with the (%) values as: “>>”.

The “Not Used Budget Devices” report will have the following columns: Device, Employee (Employee ID and

Employee name), Base budget, and Total Budget:

Devices with Budget not used report

The “Blocked Budget Devices” report will have the following columns: Device, Employee (Employee ID and

Employee name), Total current budget, Budget usage, Blocked – Possible values: “Yes” or “No”, and Last

blocked:

The Budget Module


Blocked Devices Report

Letters for Device Budget The report displays basic budget information for the devices in the filters, for the past period in filters; the

current month may or may not be included. Depending on the report format, some columns may or may not

be displayed. Each report page corresponds to one device.

If there are no devices to be displayed in the report (according to the filters), the “No data” message will be

displayed.

Each different device (group criteria) will appear as a title on a new page.

This report includes only the months on which there is no budget defined for the current device.

To define the report, select Letters for Device Budget from the Budget Reports sub-menu and the

following window is displayed:

Letters for Device Budget report definition window

The normal format report includes the following columns: Month (month’s name and year) – the month’s

name is decided based on the naming convention set in site’s settings, Base Budget, Additions, Previous

The Budget Module


balance, Total budget, Budget usage (currency symbol), Budget usage (%):

Letters for Device Budget report – normal format

The “detailed” report will include the following columns: Month (the month’s name and the year) – the

month’s name is decided based on the naming convention set in site’s settings, Base Budget, Additions,

Previous balance, Total budget, Budget usage (currency symbol), Budget usage (%), Blocked – Possible

values: “Yes” or “No”, Last blocked (if the device has never been blocked, then the “-“ sign will be shown

instead), and Last unblock (if the device has never been unblocked, then the “-“ sign will be shown instead):

Letters for Device Budget report – detailed format

Hotel Reports


Hotel Reports For more information about Hotel reports, see the PhonEX ONE Hotel User Manual.

Report Configuration


Report Configuration The Report Configuration features are available either per site or globally. Switching between global and site

report settings is available within the Global Configuration page. This feature is useful for companies that

make the billing for few other small companies, in case each small company wants to have its own logo (or

any other specific settings) for bills and reports.

The cross-site reports and report tasks will consider either the global settings (if enabled) or the settings from

the site where they were defined on.

The Report Configuration submenu is visible on sites according to the user rights. If global appliance is not

specified, each site will load its own report settings. The Report configuration submenu is visible and editable

for all the sites that differ from the one specified for the global settings (if this option is enabled). When this

submenu is accessed, an informing message will be displayed, warning the user that “Any additional change

will not be considered for the moment!”

The rights upon the Report Configuration menu are considered according to the user policy rules.

The PhonEX ONE system allows you to customize the way reports are produced. You can configure report logos, report fonts, and report formats. To change any of these options, select Report Configuration from

the Reporting menu. The Report Configuration window is displayed:

Report Configuration window – Logo tab When you have finished setting the Report Configuration options, click the Preview button in order to

generate a preview report in which all your settings are applied and afterwards Save to save your changes.

The following components of the report can be customized:



Logo To view the current logo design, click the Logo tab.

Select options for the following fields:

Show logo: Check this box to show the company logo in your reports.

On first page only: By default, this option is not checked. It is enabled if the “Show logo” option is checked.

If checked, the logo will only appear on the first report page.

File: To add a logo or symbol, type the file name of the image file containing the logo. If you do not

remember the name and path, click to display the standard Windows Open File dialog box. Select

the desired file and then click Open. To display the logo in the image preview pane, click .

Alignment: The logo is displayed in the report header. You can configure the justification of the logo by

selecting one of the following alignments: left, center, or right.

Report Configuration window – Logo tab

Company To view options for the company, click the Company tab. The following window is displayed:



Report Configuration window – Company tab The following information on the company is displayed in the report header:

Company Name: Type the company name.

Company Details: To display additional company information in the report header, type it in the Company Details field. For example, you can include the company’s address, phone number, and fax number.

Alignment: Select the alignment of the Company Name within the section of the header in which it is

displayed: left, center or right.

Additional To view additional options, click the Additional tab. You can configure header options, footer options, and

report lines:

Report Configuration window – Additional tab Check the following options in the Date & Time panel:



Show date/time: To include the date in the report headers, select Show date. To include the time in the

report headers, select Show time.

Alignment: Select the alignment of the date and time within the section of the header in which they are

displayed: left, center or right. For example, you can choose to display the date and time on the left-hand

side of that section.

Check the following options in the Page number alignment panel:

Page number alignment: Select the alignment of the page number within the report viewer: left, center or

right.

The options displayed in the Report Information panel allow users to decide whether the entity’s ID,

name/description or both should be displayed in Standard/ Budget/ Hotel reports and Standard

/Matrix/Traffic query reports.

These settings are applied to all the reports in the same manner as the already existing ones. The Both

option is selected by default in order to maintain the backward compatibility. If the user selects the ID/Code

option, only the ID/Code of the entity will be displayed in report fields, totals or titles, and likewise, if the

Name/Description option is selected, only the name/description of the entity will be displayed.

The selected options will not interfere with the sorting and summarization methods (they affect only the

manner in which the information is displayed in reports).

In the case of cross-site reports, the settings from the site where the task is defined will be considered.

Header line/Footer line: To include separator lines between the header and the body of the report, select

Header Line. To include separator lines between the body of the report and the footer, select Footer Line.

Fonts The Fonts tab contains controls to allow defining some font effects for the main header (report title), sub

header (report sub-title), table header (table headers), data (table data) and total (Total/sub-total lines):

Report Configuration window – Fonts tab The settings for each of them are only configurable through the configuration window and are displayed in

the area next to the label as text (AaBbYyZz), with the effective settings applied on it (e.g. AaBbYyZz if the

blue font color and underline options are checked).



The default format for the AaBbYyZz text is, for each different section, the one used currently (e.g. Main

header: AaBbYyZz – bold, black, not underlined, not strikeout).

Font Style Picker

The font effects are the same as for report headers/footers: strikeout, underline – where applicable, color and

bold – where applicable; for the Title and Data sections the background color is also available; for some

sections (Main header, Sub header, Title and Total), the bold option is also available.

For the Data table, alternate background colors can be used; in this case, the user will be allowed to select 2

colors.

Notes:

1. The Underline control is not displayed for the Data configuration (it affects the reports with DDs

enabled).

2. If Underline and Font color are both used, use as underline color the same color as for the font.

3. For the Table headers and Data, the underline, bold and strike options are not available.

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