Rank by Duration Organizational Report Template

The Rank by Duration Organization report provides a ranking of high-cost calls by the organizational level.

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 checkbox to select the following report choice:

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

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.

Summarize/Group on this Level and Above: This list box contains a list of grouping levels. When you select a level, the report will summarize on that level and all levels above it.  The level you choose collapses into a single summation line. The summarizing levels available with this report are:

• Owner Name (default)

• Org 1

• Org 2

• Org 3

• Org 4

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

The Choices are:

• Name (Code).  This is the default.

• Name Only

• Code Only

• 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

Note: For this template the 'Activate Ranking Option' is enabled in the Other Options section

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: This has the Descending attribute selected for Sort.
• Call Cost: This is a modified field (Cost has been changed to Call Cost.)

• Facility
• Phone Number
• Location
• Extension

Reference the Fields section for additional information.

Default Constraints Tab

When you click on the default constraints tab, the following default constraints will be chosen this template:

• Duration

The drop-down dialog box (as shown below) will have '>=' as the default operator, and the text box will have the value 1 for the search criteria

Click for information on working with constraints.