Organizational Detail (Call Traffic) Template

The Organizational Detail (Call Traffic) report provides a listing of each call made or received by employees within an organizational entity.

 When you click on this template a Report Options screen will be displayed with the following set of options:

On the left side of the screen is a list of checkboxes to select report choices:

Display Auth code instead of account code: If you select this check box, then authorization codes will print instead of account codes.

Display Base Cost instead of Billed Cost: If you select this check box, then the base cost will appear instead of billed cost.

Use Local Currency instead of Common Currency: If your system uses multiple currencies (rate tables installed for multiple countries), click this check box to display only the local currency in the report. If you do not click this check box, the common currency will appear in the report.

On the right side of the Report Options screen will be the following options that allow you choose from a drop down list of choices.

Organization Display Choices: This list box allows you to the format for the organization:

The Choices are:

• Name Only

• Code Only

• Name (Code). This is the default.

• Code - Name

Note: At the bottom of the option screen there is an OK and Cancel button:

• When OK is clicked, the options will be applied to the design (saved) and the Report Designer Editor tabbed screens will be displayed (as described below)..
• If the Cancel button is clicked, the Report Options screen will close.
• No settings will be saved and no design will be created.
• You will then be returned to the main Report Designer home page screen.

Report Designer Editor

Formatting Tab

The Formatting tab is used to define basic design options.

Note: For this template the duration format in the formatting tab defaults to: HH:MM:SS

Click for more information on the Formatting tab.

Fields Tab

The Fields tab is used to select the fields and specify their properties for the report.

The Fields tab is divided into the following sections:

a. Headers. The following selected field names are used for the headers in this template:

• Company
• Division
• Cost Center
• Department
• Person

b. Columns. The following selected field names are used for the columns in this template:

• Date
• Time
• Duration
• Cost
• Call Type: This field has the Display Abbreviation attribute selected.
• Facility.
• Phone number
• Location
• Ext.: This is a modified field (Extension has been changed to Ext.)

• Account: This is a modified field (Account Code has been changed to Account)

• Matter: This is a modified field (Matter Code has been changed to Matter)

Note: For this field to made available the Enhanced PSP option should be turned on.

End of Section Summaries option, Summary Columns and Summary Fields section

Note: This template will have an end of summaries section option which will only be made available when “Report” is chosen in the Design Option section of the Formatting tab.  It will not be shown when “Export” is chosen.

Note: There will be an option in the Headers field to 'include end-of-section summaries'. This option will be checked (default) for these fields in this template. The 'Summarize on which field' drop down box will be set to Call Type (default).

Note: This template will have the option 'Include Grand Total summary' checked.

The Summary Columns section contains the following fields (defaults) associated with the Data Source header in this template:

• Call Type
• Total Calls: This is a modified field (Count has been changed to Total Calls)

• Total Duration: This is a modified field (Duration has been changed to Total Duration)

• Total Cost: This is a modified field (Cost has been changed to Total Cost)

• Average Duration: This is a modified field (Duration has been changed to Average Duration) and Average attribute selected for report totals.

• Average Cost: This is a modified field (Cost has been changed to Average Cost) and Average attribute selected for report totals.

Reference the Fields section for additional information.