myReports 
User Guide
A31003-P3010-U107-16-7619
Our Quality and Environmental Management Systems are
implemented according to the requirements of the ISO9001 and
ISO14001 standards and are certified by an external certification
company.

Copyright © Unify GmbH & Co. KG 03/2014 
Hofmannstr. 51, 81379 Munich/Germany
All rights reserved.
Reference No.: A31003-P3010-U107-16-7619
The information provided in this document contains merely general descriptions or
characteristics of performance which in case of actual use do not always apply as 
described or which may change as a result of further development of the products. 
An obligation to provide the respective characteristics shall only exist if expressly agreed in
the terms of contract.
Availability and technical specifications are subject to change without notice.
Unify, OpenScape, OpenStage and HiPath are registered trademarks of Unify GmbH & Co. KG.
All other company, brand, product and service names are trademarks or registered trademarks
of their respective holders.
unify.com
Contents
Contents
1 About this Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1 Types of Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2 Display Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1 myReports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.2 User Interface Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3 Installing and Starting myReports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3.1 How to Install myReports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3.2 How to Start myReports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
3.3 How to Switch Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3.4 How to Deactivate the Automatic Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3.5 How to Uninstall myReports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3.6 Automatic Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3.6.1 How to Perform Automatic Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4 First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
4.1 How to Select the User Interface Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
4.2 How to Test an E-mail Account to Send Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
5 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.1 Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.2 How to Display a Report Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.3 How to Send a Report Immediately by E-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4 How to Add a Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.5 How to Delete a Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.6 How to Update the Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.7 Report Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.7.1 How to Start the Report Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.7.2 How to Start the Online Help of the Report Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
19
19
20
21
22
22
22
23
23
6 Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.1 How to Add a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.2 How to Display the Details of a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.3 How to Edit a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.4 How to Delete a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
26
28
28
30
7 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1 Configuration by the myReports User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1.1 How to Change the Language of the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1.2 How to Change the Color of the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1.3 How to Configure an E-mail Template in Text Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1.4 How to Configure an E-mail Template in HTML Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.1.5 How to Change the Server Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2 Configuration by the myReports Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2.1 How to Change the Administrator Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2.2 How to Configure an E-mail Account to Send Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2.3 How to Configure Prefixes for External Phone Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2.4 How to Activate or Deactivate Data Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
31
32
32
32
33
33
34
37
37
38
38
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
3
Contents
7.2.5
7.2.6
7.2.7
7.2.8
7.2.9
How to Configure the Storage Location for Exporting Scheduled Reports . . . . . . . . . . . . . . . . . . . . . . 39
How to Add a New Language for the User Interface and Report Templates . . . . . . . . . . . . . . . . . . . . 40
How to Delete a Language for the User Interface and Report Templates . . . . . . . . . . . . . . . . . . . . . . 42
How to Export the Language Texts of the User Interface and Report Templates . . . . . . . . . . . . . . . . 42
How to Reset All Languages of the User Interface and Report Templates . . . . . . . . . . . . . . . . . . . . . 43
8 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
8.1 myReports User Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
8.2 myReports Data Relationship Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
4
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
About this Documentation
Types of Topics
1 About this Documentation
This section contains some introductory information on this documentation.
Related Topics
1.1 Types of Topics
The types of topics include concepts and operating instructions.
Type of topic
Contents
Title
Concept
Explains the "What".
without a verb as in
"Report Designer" or with
a gerund as in Installing
and Starting myReports.
Operating
instructions
Describe task-oriented application
Starts with "How to"
cases – i.e., the "How" – and assumes followed by a verb, as in
familiarity with the associated concepts. How to Add a Report
Template.
Related Topics
1.2 Display Conventions
This documentation uses a variety of methods to present different types of
information.
Type of information
Presentation
Example
User Interface Elements
Bold
Click on OK.
Menu sequence
>
File > Exit
Special emphasis
Bold
Do not delete Name.
Cross-reference text
Italics
You will find more
information in the
topicNetwork.
Output
Monospace font, e.g.,
Courier
Command not found.
Input
Monospace font, e.g.,
Courier
Enter LOCAL as the file
name.
Key combination
Monospace font, e.g.,
Courier
<Ctrl>+<Alt>+<Esc>
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
5
Introduction
myReports
2 Introduction
This document is intended for the users of myReports and describes its
installation, configuration and operation.
Related Topics
2.1 myReports
myReports is an application for creating reports on Contact Center agents and
their activities, including calls, queues, performance, GOS (Grade of Service) and
wrap-up codes.
myReports offers the following features:
•
More than 100 predefined report templates sorted by subject area (report
groups) for the creation of reports
•
Schedules for the scheduled generation of reports
•
Immediate or scheduled sending of reports by e-mail
•
Scheduled export of reports
•
Output formats for report previews, sent e-mails and exported reports: Excel,
PDF, and Word
•
Report preview to check a report to be created in the desired output format.
•
Integrated Report Designer for defining customized report templates (by the
myReports administrator)
Backup and Restore
When the data of the communication system is backed up and restored, the
reports and schedules of myReports are also taken into account.
Related Topics
2.2 User Interface Elements
The user interface of myReports consists of the main window with different areas.
The main window consists of the following elements:
6
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Introduction
User Interface Elements
1
2
3
4
5
•
Menu bar (1) with the menus
–
File
–
Administration
– Help
and the name of the logged in user.
Menu items can also be invoked via the keyboard shortcuts next to each
menu item.
•
Function menu (2) with the symbols:
Symbol
Function
Schedule Manager
Report Manager
My Schedules
•
Report Explorer (3): only in connection with Schedule Manager
Contains all report templates in a tree structure, grouped with emphasis on
content.
•
Workspace (4): only in connection with Schedule Manager
Symbol
Function
Report Parameters
The display of the other icons depends on the selected function.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
7
Introduction
User Interface Elements
•
Status bar (5), with information on
–
the connection status to the OpenScape Office server.
–
Date and Time.
Tooltips
Tooltips are tiny windows in which myReports displays more information on
certain objects of the graphical user interface such as icons, for example. A tool
tip appears when you let the mouse pointer hover over the corresponding object
for some time.
Related Topics
Related Topics
• Reports
•
8
Schedules
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Installing and Starting myReports
How to Install myReports
3 Installing and Starting myReports
This section provides you with details on the hardware and software prerequisites
for myReports, the procedures for installing and starting myReports, and on
updates and upgrades.
NOTICE: Please make sure that you refer to the notes in the
ReadMe first file, which is located in the storage directory of
the install files.
Password
The password applies to myReports, myAgent, myAttendant, myPortal for
Desktop, myPortal for Outlook and Fax Printer as well as phone access to your
voicemail box.
You cannot change the password in myReports. The password can only be
changed in myAgent, myAttendant, myPortal for Desktop and myPortal for
Outlook or via the phone menu of the voicemail box.
License
The license permits the parallel installation of myReports for multiple users. Only
one user can use myReports at any given time.
Switching the User
You can switch the user without exiting myReports.
Automatic Login
You can use the automatic login if you want to start myReports without having to
log in via the Login window.
NOTICE: You should use the automatic login only if you are
certain that no-one else has access to your Windows user
account. Otherwise, unauthorized users could, for example,
potentially access your voicemails and fax messages or redirect
your station number to external toll-based destinations.
Related Topics
3.1 How to Install myReports
Prerequisites
•
Your Windows user account has local administration rights for the installation.
•
The installation file is available to you.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
9
Installing and Starting myReports
How to Start myReports
INFO: Please make sure that you refer to the notes in the
ReadMe first file.
Step by Step
1) Perform the installation.
2) If the User Account Control window appears with the message An
unidentified program wants access to your computer, click
Allow.
3) Follow the instructions of the Installation program.
Next steps
Activate the license for myReports.
Related Topics
Related Topics
• How to Start myReports
•
How to Uninstall myReports
3.2 How to Start myReports
Prerequisites
•
You are an agent of the Contact Center with the authorization level (class of
service) of a supervisor or an administrator.
•
myReports is installed on your PC.
•
The license for myReports has been activated.
•
myReports was not started by any other user.
Step by Step
1) Click Start > Program Files > Communication Clients > myReports. You
will then be presented with the login screen.
2) Enter your user name in the Login Name field. This is usually your call
number. If you have any questions, please contact the administrator of your
communication system.
3) Enter your password, which must consist of only digits, in the Password field.
The default password when logging in for the first time is 1234. If you have
any questions, please contact the administrator of your communication
system.
NOTICE: If the wrong password is entered five times, access to
all Contact Center and UC Suite clients will be locked. Unlocking
10
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Installing and Starting myReports
How to Switch Users
is only possible by the administrator of your communication
system.
4) If you want to use myReports with an automatic login in the future, enable the
Save Password check box. You can change this option at any time; see How
to Deactivate the Automatic Login.
NOTICE: You should use the automatic login only if you are
certain that no-one else has access to your Windows user
account. Otherwise, unauthorized users could, for example,
potentially access your voicemails and fax messages or redirect
your station number to external toll-based destinations.
5) In the Server Address field, enter the IP address of your application server
(if this is not already displayed).
6) Click Login.
Related Topics
Related Topics
• How to Install myReports
•
How to Switch Users
•
How to Deactivate the Automatic Login
3.3 How to Switch Users
Prerequisites
•
myReports was started.
Step by Step
1) Click File > Logout The Login window appears.
2) Log in (see How to Start myReports, as of step 2).
Related Topics
Related Topics
• How to Start myReports
3.4 How to Deactivate the Automatic Login
Prerequisites
•
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
myReports was started.
11
Installing and Starting myReports
How to Uninstall myReports
Step by Step
1) Click File > Logout The Login window appears.
2) Clear the Save Password check box.
3) Log in (see How to Start myReports, as of step 2).
Related Topics
Related Topics
• How to Start myReports
3.5 How to Uninstall myReports
Step by Step
1) Close myReports.
NOTICE: Please make sure that you refer to the notes in the
ReadMe first file.
2) Select one of the following options:
•
Windows XP: Double-click in the Control Panel on Software.
Click on the myReports item and then on Remove.
•
Windows Vista: Double-click in the Control Panel on Programs and
Features.
Click Uninstall in the context menu of myReports entry.
•
Windows 7: Click in the Control Panel on Programs.
Click on Programs and Features.
Click Uninstall in the context menu of myReports entry.
3) Follow the instructions of the uninstallation program.
Related Topics
Related Topics
• How to Install myReports
3.6 Automatic Updates
Automatic updates ensure that myReports is always kept up-to-date with the
latest version.
If myReports determines that a newer version is available on the application
server, a corresponding message will be displayed. The automatic update is
performed on exiting myReports.
Related Topics
12
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Installing and Starting myReports
Automatic Updates
3.6.1 How to Perform Automatic Updates
Prerequisites
•
You have received a message such as: Client update available.
Please wait while the update is done. Please close the
following programs to continue the update: [...].
›
Close the named programs.
Step by Step
Next steps
Restart myReports after the automatic update.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
13
First Steps
How to Select the User Interface Language
4 First Steps
The First Steps describe the recommended actions to be taken right at the
beginning.
Select the language
Select the language of the user interface of myReports.
Configuring an E-mail Account to Send Reports by E-mail
Check if an e-main account was configured for sending reports by e-mail.
INFO: When setting up the application server, an e-mail account
is configured via which the application server can send e-mails.
The sending of reports by e-mail using myReports occurs through
either the e-mail account configured in the application server or
the e-mail account configured in myReports by the myReports
administrator.
Related Topics
4.1 How to Select the User Interface Language
Step by Step
1) Click on Administration > myReports Settings.
2) Select the desired language in the Language drop-down list.
3) Click Save.
4) Click File > Logout The Login window appears.
5) Log in (see How to Start myReports, as of step 2).
Related Topics
4.2 How to Test an E-mail Account to Send Reports
Prerequisites
•
You know the data of the e-mail account that can be used to send reports.
Step by Step
1) Click Administration > E-mail Setup. The data of the configured e-mail
account is displayed.
2) Check whether the data is complete and correct.
14
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
First Steps
How to Test an E-mail Account to Send Reports
Next steps
Contact the myReports administrator if the displayed details are incomplete or
invalid.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
15
Reports
How to Test an E-mail Account to Send Reports
5 Reports
As a myReports user, you can create reports on Contact Center agents and their
activities, including calls, queues, performance, GOS (Grade of Service) and
wrap-up codes.
Reports can be created from approx. 100 predefined report templates, which are
sorted by subject area (report groups).
INFO: It is advisable to not create reports with more than 100
pages. If required, the reporting period for the report should be
restricted accordingly.
As a myReports administrator, you can define your own report templates with the
integrated Report Designer.
Call History
Reports based on the call history stored in the communication system. The
maximum retention period for the call history is 365 days (default setting). The
administrator of your communication system can set the retention period for the
call history on a system-wide basis.
Example: The retention period was set to 100 days. This means that only data
that is up to 100 days old can be used for the preparation of reports.
Language
Reports are created in the language of the user interface of myReports.
Report Parameters
Before creating a report, you will need to set report parameters to define the
period (date, time) and entities (agents, queues, etc.) to be measured.
The following report parameters are available:
16
•
From Date
Date for the start of the reporting period
•
To Date
Date for the end of the reporting period
•
From Time
Time for the start of the reporting period
•
To Time
Time for the end of the reporting period
•
Queue Name
Relevant queue for the report
•
Queues
Relevant queues for the report
•
Agent
Relevant agent for the report
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Reports
How to Test an E-mail Account to Send Reports
•
Agents
Relevant agents for the report
•
User
Relevant internal subscribers for the report
•
CLI
Relevant phone number of an external subscriber (customers) for the report
•
CLI Fragment
Relevant phone number portion of external subscribers (customers) for the
report
•
Customer ID
Relevant Customer ID for the report
•
Wrap up Description
Relevant wrapup code for the report
•
Wrap up Group
Relevant wrapup group for the report
•
Business Hours Only
This option takes only the business hours configured in the WBM into
account.
•
Daily Report
This option arranges the results of report on a daily basis.
Output Formats
You can choose between the following output formats for the report preview and
when sending reports by instant e-mail:
•
Excel
•
PDF
•
Word
Note that a graphical representation of the report results is not possible in the
Excel output formats.
Data Protection
When configuring myReports, the administrator of myReports can enable data
protection. This causes the last four digits of of the phone numbers (CLI column)
to be replaced by **** in all reports involved.
If the subscriber has flagged his or her private number, mobile number, external
number 1 and/or external number 2 as invisible, these phone numbers will not be
displayed in all relevant reports.
Report Manager
The Report Manager is used to manage the report templates. It shows a list of
all report templates with the following details:
•
Identifier
•
Report Name
•
Report Group
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
17
Reports
How to Test an E-mail Account to Send Reports
You can sort the report templates by any column in ascending or descending
alphanumeric order. In addition, the Report Manager includes a drop-down list
for selecting the displayed report group(s), a display indicating the number of
report templates, and the following symbols:
Symbol
Function
Refresh
Delete Report
Select File
Add Report
You can also create additional report groups and store them in the Report
Manager.
Report Preview
If desired, you can create a report preview in one of the output formats and either
save it or open it immediately with the appropriate application.
Immediate Delivery by E-mail
You can send a report as an e-mail attachment to any desired recipient at any
time. The subject of the e-mail always begins with your last name and your e-mail
address that is configured in the communication system. You can also add
additional text to the Subject line if required.
Report Designer
As a myReports administrator, you can customize the report templates to your
individual needs via the integrated Report Designer if required and store them as
new report templates in the Report Manager.
Default Reports
The predefined report templates can be updated by a myReports administrator.
NOTICE: Note that all schedules are deleted on updating the
predefined report templates.
Related Topics
Related Topics
• User Interface Elements
•
18
Schedules
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Reports
Predefined Report Templates
5.1 Predefined Report Templates
myReports provides about 100 predefined report templates for creating reports.
These templates are classified by subject area and assigned to the following
report groups:
•
Agent Activity
•
Agents
•
CLI
•
Call History
•
Calls
•
Fax / E-Mail
•
Other
•
Performance
•
Queues
•
User Presence Status
•
Wrap-up Codes
INFO: The predefined report templates cannot be edited by a
myReports user.
A myReports administrator can, however, customize the
predefined report templates via the integrated Report Designer
and store them as new report templates in the Report Manager.
Updating Predefined Report Templates
Following an update to the myReports application software, some new predefined
report templates may be available. As a myReports administrator, you can update
the predefined report templates and thus make the new templates available to all
myReports users.
NOTICE: On updating the predefined reports, all schedules are
deleted.
Related Topics
Related Topics
• How to Update the Predefined Report Templates
5.2 How to Display a Report Preview
Prerequisites
•
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
The prefixes for external phone numbers have been configured.
19
Reports
How to Send a Report Immediately by E-mail
Step by Step
1) Click Schedule Manager.
2) Click in the Report Explorer on the desired report template in the appropriate
report group.
3) Use the report parameters to define the time period and entities to be
measured.
INFO: The report parameters depend on the selected report
template. More information on the various report parameters can
be found under Reports.
4) Click OK followed by OK.
5) Select one of the following options in the Format drop-down list:
•
PDF
•
XLS (Excel)
•
DOC (Word)
6) Click the Preview Report icon. The report is then displayed in the selected
output format.
Related Topics
5.3 How to Send a Report Immediately by E-mail
Prerequisites
•
An e-mail account to send reports by e-mail has been configured.
•
Your e-mail address has been configured in the communication system.
•
The prefixes for external phone numbers have been configured.
Step by Step
1) Click Schedule Manager.
2) Click in the Report Explorer on the desired report template in the appropriate
report group.
3) Use the report parameters to define the time period and entities to be
measured.
INFO: The report parameters depend on the selected report
template. More information on the various report parameters can
be found under Reports.
4) Click OK followed by OK.
5) Select one of the following options in the Format drop-down list:
•
20
PDF
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Reports
How to Add a Report Template
•
XLS (Excel)
•
DOC (Word)
6) Click the Sending attached report file icon.
7) Enter the e-mail address of the desired recipient in the To field.
8) If desired, enter an additional text for the Subject line of the e-mail in the
Subject field.
INFO: The subject of an e-mail always begins with your last name
and your e-mail address that is configured in the communication
system.
9) Enter the message text for the e-mail in the Message : field.
10) Click Send followed by OK.
Related Topics
Related Topics
• How to Configure an E-mail Account to Send Reports
•
How to Configure Prefixes for External Phone Numbers
5.4 How to Add a Report Template
Prerequisites
•
A new report template (file of the type .rptdesign) is available.
Step by Step
1) Click Report Manager.
2) Click the Select File icon.
3) Choose the desired file in the file selection dialog box and click Open.
4) Select one of the following options:
•
If you want to save the report template in an existing report group, select
the desired report group from the drop-down list.
•
If you want to save the report template in a new report group, select the
item New Report Group in the drop-down list. Replace the entry New
Report Group in the drop-down list with the name for the new report
group.
5) Click the Delete icon, followed by OK.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
21
Reports
How to Delete a Report Template
5.5 How to Delete a Report Template
Prerequisites
•
You are logged on to myReports with the user name under which the report
template was added.
•
The report template is not included in any schedule.
Step by Step
1) Click Report Manager.
2) Select the desired report group from the drop-down list for the report groups.
3) Click in the list of report templates on the desired report template.
4) Click the Delete report icon, followed by OK.
5) Click OK.
Related Topics
5.6 How to Update the Predefined Report Templates
Prerequisites
•
You are logged into myReports as a myReports administrator.
Step by Step
1) Click on Administration > Default Reports.
NOTICE: On updating the predefined reports, all schedules are
deleted.
2) To confirm, click OK.
Next steps
myReports exits and restarts automatically.
Related Topics
Related Topics
• Predefined Report Templates
5.7 Report Designer
As a myReports administrator, you can define your own report templates with the
Report Designer integrated in myReports.
22
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Reports
Report Designer
The Report Designer is a separately started Open Source application (called the
BIRT RCP Designer) for the professional creation of report templates. BIRT is an
acronym for Business Intelligence and Reporting Tools.
myReports supports the BIRT RCP Designer through
•
the predefined database connection,
•
the integration of report templates used in myReports.
•
a data transfer program for integrating newly created report templates in the
Report Manager.
In order to use the Report Designer successfully, familiarity with the application
itself as well as database structures, SQL and Java are required.
Information on using the Report Designer can be found in the associated online
help.
Related Topics
Related Topics
• myReports Data Relationship Model
5.7.1 How to Start the Report Designer
Prerequisites
•
You are logged into myReports as a myReports administrator.
›
Click Administration > Report Designer.
Step by Step
Related Topics
5.7.2 How to Start the Online Help of the Report Designer
Prerequisites
•
You have started the Report Designer.
›
Click in the Report Designer on Help > Help Contents.
Step by Step
INFO: To familiarize yourself with the Report Designer, it is
advisable to read the section BIRT Report Developer Guide >
Field Guide to BIRT > Learning the Basics in the help.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
23
Schedules
Report Designer
6 Schedules
A schedule defines the time-controlled creation of a specific report.
Schedule Name
A schedule name consists of the name of the report in that schedule, followed by
the schedule ID.
Report Parameters
Before creating a report, you will need to set report parameters to define the
period (date, time) and entities (agents, queues, etc.) to be measured.
Time of Execution
You can configure the following execution times for the schedule:
•
Start Date
The execution of the schedule is initiated on the start date.
•
End Date
The execution of the schedule is repeated at the configured recurrence
intervals until the end date is reached.
•
Time
The schedule is run for the first time at the time specified here.
If multiple schedules are to be run at the same time, the corresponding reports
are generated at intervals of one minute each for performance reasons. This has
no effect on the contents of the reports
Output Method
The following options are available for the output of a scheduled report:
•
Delivery by E-mail
Scheduled reports can be sent to your e-mail address or the e-mail addresses
of other recipients. This requires an e-mail account to have been configured
for sending reports.
The e-mail address of a recipient can be entered manually or selected from a
drop-down list. The drop-down list contains all the internal users of your
communication system for whom e-mail addresses have been configured.
•
Exporting Reports
Scheduled reports can be stored on the application server and/or any PC or
server in the network.
Recurrence
You can configure the following types of recurrence for the execution of a
schedule based on the time specified for the first execution:
24
•
Hourly
•
Daily
•
Every n days
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Schedules
Report Designer
•
Weekly
•
Every n weeks
•
Monthly
•
Every n months
•
Yearly
Schedule Manager
The Schedule Manager is used to create schedules and contains the following
symbols:
Symbol
Function
Delete schedule
Edit schedule
Save Schedule
Preview report
Sending attached report file
My Schedules
My Schedules can be used to manage your own schedules and to display a list
with the following details:
•
Identifier
•
Schedule Name
You can only view your own schedules.
•
Start Schedule
Start of the time period in which the schedule is executed.
•
End Schedule
End of the time period in which the schedule is executed.
•
Recurrence
Type and interval of the recurrence.
You can sort the schedules by any column in ascending or descending
alphanumeric order. In addition, My Schedules contains the symbols below:
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
25
Schedules
How to Add a Schedule
Symbol
Function
Delete schedule
Edit schedule
View Details
Shows the following additional information:
• Time for the first execution
• Output format
• If applicable: e-mail address of the recipient
• If applicable: further details on the recurrence
Related Topics
Related Topics
• User Interface Elements
•
Reports
6.1 How to Add a Schedule
Prerequisites
•
An e-mail account to send reports by e-mail has been configured.
•
An e-mail template has been configured.
•
The data for exporting reports has been configured.
•
The prefixes for external phone numbers have been configured.
Step by Step
1) Click Schedule Manager.
2) Click in the Report Explorer on the desired report template in the appropriate
report group.
3) Use the report parameters to define the time period and entities to be
measured.
INFO: The report parameters depend on the selected report
template. More information on the various report parameters can
be found under Reports.
4) Click OK followed by OK.
5) Select the item New Schedule in the Schedules for selected report dropdown list.
26
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Schedules
How to Add a Schedule
6) Enter the start date for the execution of the schedule in the Start Schedule
field or click the adjacent calendar icon and select the desired start date in the
calendar.
7) Enter the end date for the execution of the schedule in the End Schedule field
or click the adjacent calendar icon and select the desired end date in the
calendar.
8) Select the time for the execution of the schedule in the Run this scheduled
task at list box.
9) Select one of the following options in the Format drop-down list:
•
PDF
•
XLS (Excel)
•
DOC (Word)
10) Select the Recurrence check box.
11) Select one of the following options for the recurrence interval as well as any
other details that may be required:
•
Hourly Recurrence
•
Daily Recurrence
•
Weekly Recurrence
•
Monthly Recurrence
•
Yearly Recurrence
12) Select one of the following options for the output method:
•
If you want to export the reports, enable the option Export Report.
•
If you want to send the reports by e-mail, proceed as follows:
Enable the option Send the report to the user's email address Click on
the magnifying glass icon to define the e-mail address(es) to which the
reports are to be sent. The Email recipients window is displayed. You
have the following options:
–
If you want to send the reports to your e-mail address configured in the
communication system, select the check box next to your name.
–
If you want to send the reports to an internal subscriber of your communications
system, select the desired subscriber in the drop-down list and click on the Plus
symbol to transfer the entry to the list of e-mail recipients.
Repeat the process if you want to send the reports to other internal subscribers.
–
If you want to enter the e-mail address of a recipient manually, enter it into the
input field. Click on the Plus symbol to transfer the entry to the list of e-mail
recipients.
Repeat the process if you want to enter further e-mail addresses manually.
Click OK.
13) Click the Save Schedule icon. The data of the new schedule is then
displayed.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
27
Schedules
How to Display the Details of a Schedule
14) Click Save.
Related Topics
Related Topics
• How to Configure an E-mail Account to Send Reports
•
How to Configure an E-mail Template in Text Format
•
How to Configure an E-mail Template in HTML Format
•
How to Configure Prefixes for External Phone Numbers
6.2 How to Display the Details of a Schedule
Step by Step
1) Click My Schedules.
2) Select the appropriate report group or the item (All Reports) in the drop-down
list.
3) Click on the desired schedule.
4) Click the View Details icon.
5) Click OK.
Related Topics
6.3 How to Edit a Schedule
Step by Step
1) Click My Schedules.
2) Select the appropriate report group or the item (All Reports) in the drop-down
list.
3) Click on the desired schedule.
4) Click the Edit Schedule icon.
5) If you want to change the report parameters, click on the Report Parameters
icon. Edit the desired report parameters.
INFO: The report parameters depend on the selected report
template. More information on the various report parameters can
be found under Reports.
Click OK followed by OK.
6) If you want to change the start date, enter the start date for the execution of
the schedule in the format MM/DD/YYYY in the Start Schedule field or click
the adjacent calendar icon and select the desired start date in the calendar.
28
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Schedules
How to Edit a Schedule
7) If you want to change the end date, enter the end date for the execution of the
schedule in the format MM/DD/YYYY in the End Schedule field or click the
adjacent calendar icon and select the desired end date in the calendar.
8) If you want to change the execution time of the schedule, select the desired
execution time for the schedule in the Run this scheduled task at list box.
9) If you want to change the output format, select one of the following options in
the Format drop-down list:
•
PDF
•
XLS (Excel)
•
DOC (Word)
10) If you want to change the recurrence interval, select one of the following
options for the recurrence interval as well as any other details that may be
required:
•
Hourly Recurrence
•
Daily Recurrence
•
Weekly Recurrence
•
Monthly Recurrence
•
Yearly Recurrence
11) If you want to change the output method, select one of the following options:
•
If you want to export the reports, enable the option Export Report.
•
If you want to send the reports by e-mail, proceed as follows:
Enable the option Send the report to the user's email address Click on
the magnifying glass icon to define the e-mail address(es) to which the
reports are to be sent. The Email recipients window is displayed. You
have the following options:
–
If you want to send the reports to your e-mail address configured in the
communication system, select the check box next to your name.
–
If you want to send the reports to an internal subscriber of your communications
system, select the desired subscriber in the drop-down list and click on the Plus
symbol to transfer the entry to the list of e-mail recipients.
Repeat the process if you want to send the reports to other internal subscribers.
–
If you want to enter the e-mail address of a recipient manually, enter it into the
input field. Click on the Plus symbol to transfer the entry to the list of e-mail
recipients.
Repeat the process if you want to enter further e-mail addresses manually.
Click OK.
12) Click the Save Schedule icon. The data of the edited schedule is then
displayed.
13) Click Save.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
29
Schedules
How to Delete a Schedule
6.4 How to Delete a Schedule
Step by Step
1) Click My Schedules.
2) Select the appropriate report group or the item (All Reports) in the drop-down
list.
3) Click on the schedule to be deleted.
4) Click the Delete Schedule icon, followed by OK.
Related Topics
30
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports User
7 Configuration
You can configure myReports in accordance with your requirements. Note that
some functions can be performed only by the myReports administrator.
Related Topics
7.1 Configuration by the myReports User
As a myReports user, you can customize myReports to suit your requirements via
the following settings:
Language of the User Interface
Select the language of the user interface.
Color of the user interface
Select the color of the user interface.
E-mail Template
INFO: The administrator password must be entered to configure
the e-mail template
In the e-mail template you can configure the Subject and the message text for all
e-mails with which reports are sent by myReports. The following formats can be
used for the e-mail template:
•
Text
•
HTML
The following placeholders can be used in an e-mail template with the text format:
Placeholder
Meaning
{1}
Report Name
{2}
Sent By
The following English e-mail template in text format is available by default:
Subject:
Business report – {1}
Message:
Dear recipient(s),
This is the scheduled report: {1}.
Regards
{2}
server address
You can change the server address (IP address).
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
31
Configuration
Configuration by the myReports User
NOTICE: Do not change the server address unless you are
instructed to do so by the administrator of your communication
system. You cannot use myReports with an invalid server
address.
Related Topics
7.1.1 How to Change the Language of the User Interface
Step by Step
1) Click on Administration > myReports Settings.
2) Select the desired language in the Language drop-down list.
3) Click Save.
4) Click File > Logout The Login window appears.
5) Log in (see How to Start myReports, as of step 2).
Related Topics
7.1.2 How to Change the Color of the User Interface
Step by Step
1) Click on Administration > myReports Settings.
2) Enable the radio button of the desired design.
3) Click Save.
4) Click File > Logout The Login window appears.
5) Log in (see How to Start myReports, as of step 2).
Related Topics
7.1.3 How to Configure an E-mail Template in Text Format
Prerequisites
•
You know the administrator password.
Step by Step
1) Click Administration > E-mail template.
2) Enter the administrator password and click OK.
INFO: The default administrator password is reports.
3) Enter the desired text in the Subject field.
4) Enter the desired text in the Message field.
32
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports User
5) Click on Save and then on Cancel.
Related Topics
Related Topics
• How to Add a Schedule
7.1.4 How to Configure an E-mail Template in HTML Format
Prerequisites
•
An appropriate HTML file (*.htm or *.html) is available.
•
You know the administrator password.
Step by Step
1) Click Administration > E-mail template.
2) Enter the administrator password and click OK.
INFO: The default administrator password is reports.
3) Click the Browse HTML formatted message icon.
4) Choose the desired file in the file selection dialog box and click Open.
5) Click on Save and then on Cancel.
Related Topics
Related Topics
• How to Add a Schedule
7.1.5 How to Change the Server Address
Prerequisites
•
myReports was started.
•
A new server address (IP address) is available.
NOTICE: Do not change the server address unless you are
instructed to do so by the administrator of your communication
system. You cannot use myReports with an invalid server
address.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
33
Configuration
Configuration by the myReports Administrator
Step by Step
1) Click File > Logout The Login window appears.
2) Enter your user name in the Login Name field if it is not shown.
3) Enter your password in the Password field if it is not shown.
4) If you want to use myReports with an automatic login in the future, enable the
Save Password check box. The Login window will then no longer be
displayed. You can change this option at any time; see How to Deactivate the
Automatic Login.
NOTICE: You should use the automatic login only if you are
certain that no-one else has access to your Windows user
account. Otherwise, unauthorized users could, for example,
potentially access your voicemails and fax messages or redirect
your station number to external toll-based destinations.
5) Enter the new IP address in the Server IP field.
6) Click Login.
Related Topics
7.2 Configuration by the myReports Administrator
As a myReports administrator, you can configure myReports via the following
settings:
Administrator Password
Changing the password for the myReports administrator. The default login name
is Administrator, and the default password is reports.
INFO: The administrator of your communication system can reset
the administrator password via the WBM.
Configuring an e-mail account to send reports by e-mail
In order to enable myReports to send reports by e-mail, access to an already
existing e-mail account must be configured. This configuration (for sending emails) usually takes place when setting up the application server. The e-mail
delivery of reports by myReports occurs via this configured e-mail account.
Configure access to an existing e-mail account in myReports if
34
•
no e-mail account for sending e-mails was configured during the setup of the
application server
•
the e-mail account to be used for sending reports via myReports is not the
same as the one configured in the application server.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports Administrator
Prefixes for External Phone Numbers
In order to enable myReports to handle different types of connections (for
example, international calls or calls from mobile phones), you must configure the
appropriate prefixes for external call numbers.
The following prefixes for external phone numbers can be configured:
Type
International
Examples
00
Considered in the following predefined
report templates (examples)
Incoming Calls (International)-Per User
Outgoing Calls (International)-Per User
Mobile/Cell
14;15;16
Incoming Calls (Mobile-Cell)-Per User
Outgoing Calls (Mobile-Cell)-Per User
Free Call
0800
Incoming Calls (Free-Calls) - Per User
Outgoing Calls (Free-Calls)-Per User
Pay Call
Call to special
phone numbers
0900;0901
01;123
Outgoing Calls (Pay-Calls)-Per User
Incoming Calls (Specific Calls)-Per User
Outgoing Calls (Specific Calls)-Per User
Data Protection
You can enable Data Protection. This causes the last four digits of of the phone
numbers (CLI column) to be replaced by **** in all reports involved. This also
applies to reports that are created with myAgent.
Exporting Reports
You can configure the storage location for exporting scheduled reports.
Scheduled reports can be stored on the application server and/or any PC or
server in the network.
Languages
INFO: In order to configure the languages, you will need to enter
a special password.
By default, several different languages are available for the user interface and
report templates of myReports. To customize myReports for your specific
requirements, you can:
•
Add languages for the user interface and report templates. You can do this in
the following ways:
–
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Import texts of the new language via a CSV file
The texts of the new language must be available as a CSV file in the
format shown in the following example. Note that only one language can
be imported at a time, and that the texts of this language must always be
in the third column, next to the English language. In the following
example, the language Svenska (Swedish) can be imported.
35
Configuration
Configuration by the myReports Administrator
Due to the import, the language table is extended by one column.
–
Translate texts for the new language using Google Translator
The language table is extended by one column and populated with
suggested translations for the new language from Google Translator.
These suggested translations are based on the standard texts of the
English user interface and report templates.
–
Enter texts for the new language manually
The language table is extended by an empty column, and you can enter
the texts for the new language in the empty cells.
You can edit the text in any cell of the language table by simply double-clicking
on that cell.
By selecting Edit > Find and Replace, you can also find any term in the
language table and replace it with some other term.
•
Delete languages of the user interface and report templates.
If you do not want a particular language of the UI to be made available to the
myReports users, you can simply delete that language.
•
Save the language texts of the user interface and report templates in a CSV
file.
You can save the current language texts of all languages in a CSV file.
Default Languages
INFO: In order to reset the languages (Default Language
Setup), you will need to enter a special password.
You can reset (reinitialize) the languages of the user interface and report
templates to repair or restore a missing language, for example.
A reset results in a restart of myReports. Following the restart, all the default
languages will available again to all the myReports users.
Related Topics
36
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports Administrator
7.2.1 How to Change the Administrator Password
Prerequisites
•
You are logged into myReports as a myReports administrator.
Step by Step
1) Click Administration > Management.
2) Enter the current administrator password in the Administrator Password
field.
3) Enter the new administrator password in the Administrator Password and
Re-enter Password fields.
4) Click Save.
Related Topics
7.2.2 How to Configure an E-mail Account to Send Reports
Prerequisites
INFO: The configuration of an e-mail account to send reports by
e-mail is only required in the following cases:
No e-mail account was configured during the initial setup of the
application server.
The e-mail account to be used for sending reports via myReports
is not the same as the e-mail account configured in the application
server.
•
You are logged into myReports as a myReports administrator.
•
You know the login data of an e-mail account that can be used by myReports
to send reports by e-mail.
Step by Step
1) Click Administration > E-mail Setup.
2) Enter the server name or the IP address of the E-mail server in the E-mail
Host field.
3) Enter the user name of e-mail account in the E-Mail User field.
4) Enter the password of the e-mail account in the E-mail Password field.
5) In the field E-mail From, enter the e-mail address that is to be displayed as
the sender.
6) In the field E-Mail Reply To, enter the e-mail address that is to be displayed
as the Reply To address.
7) Click Edit.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
37
Configuration
Configuration by the myReports Administrator
8) Enter the administrator password and click OK.
9) Click Save.
Related Topics
Related Topics
• How to Send a Report Immediately by E-mail
•
How to Add a Schedule
7.2.3 How to Configure Prefixes for External Phone Numbers
Prerequisites
•
You are logged into myReports as a myReports administrator.
Step by Step
1) Click Administration > Phone Numbers.
2) Enter the prefix or prefixes for international numbers in the International field.
INFO: Multiple prefixes can be entered in one field by separating
the entries with ",", ";", "-", ".", "_" or "|".
After the phone number prefixes have been saved, they are
displayed with a ";" as the separator, regardless of which
separator you entered.
3) Enter the prefix or prefixes for national mobile numbers in the Mobile field.
4) Enter the prefix or prefixes for toll free numbers in the Free Call field.
5) Enter the prefix or prefixes for toll numbers in the Pay Call field.
6) Enter the prefix or prefixes for special phone numbers in the Specific Call
field.
7) Click Save.
Related Topics
Related Topics
• How to Send a Report Immediately by E-mail
•
How to Add a Schedule
7.2.4 How to Activate or Deactivate Data Protection
Prerequisites
•
38
You are logged into myReports as a myReports administrator.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports Administrator
Step by Step
1) Click on Administration > Data Protection.
2) Select one of the following options:
•
If you want to enable data protection, select the CLI Fragmentation
check box.
In all reports involved, the last four digits of of the phone numbers (CLI
column) are replaced by ****.
•
If you want to disable data protection, clear the CLI Fragmentation check
box.
In all reports involved, the last four digits of of the phone numbers (CLI
column) are displayed fully.
3) Click Save.
Related Topics
7.2.5 How to Configure the Storage Location for Exporting Scheduled
Reports
Prerequisites
•
You are logged into myReports as a myReports administrator.
Step by Step
1) Click on Administration > Export Report.
2) If scheduled reports are to be stored on the application server, select the
Enable export check box.
a) In the field System Directory enter the storage path where the scheduled
reports are to be stored.
The default storage path is /var/reports.
3) If scheduled reports are to be stored on a PC or server in the network, select
the check box Enable Remote Export.
a) In the field Remote Host, enter the IP address of the network PC or
server where the scheduled reports are to be stored.
b) In the field Remote Port, enter the port of the network PC or server that
is to be used for the export.
c) Enter the user name for accessing the PC or server on the network in the
User Name field
d) Enter the password for accessing the PC or server on the network in the
Password field.
e) In the field Remote Directory enter the storage path where the scheduled
reports are to be stored.
f)
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Select one of the following protocols for the export:
39
Configuration
Configuration by the myReports Administrator
–
If you want to use the SMB (Server Message Block) or CIFS (Common
Internet File System) protocol, select the item SMB/CIFS in the Protocol
drop-down list.
–
If you want to use SFTP (Secure File Transfer Protocol), select the item
SFTP in the Protocol drop-down list.
NOTICE: To enable the remote export, the PC or server in the
network must also support the protocol selected here.
If required, the ports used for the export must be opened on the
PC or server in the network. By default, ports 22 (when using the
SFTP protocol) and 445 (when using the SMB/CIFS protocol) are
used.
4) Click Save.
Related Topics
7.2.6 How to Add a New Language for the User Interface and Report
Templates
Prerequisites
•
You know the password for configuring the language.
•
The current language texts of the user interface and report templates were
saved in a CSV file (see How to Export the Language Texts of the User
Interface and Report Templates).
•
The texts of the new language are available or known to you. (in case the texts
of the new language are to be added manually or translated using the Google
Translator).
•
The CSV file is available to use (in case the texts of the new language are to
be imported via a CSV file).
Step by Step
1) Click Start > Program Files > Communication Clients > myReports. You
will then be presented with the login screen.
2) Enter Administrator in the Login Name field.
3) Enter the password for configuring the language in the Password field. If you
have any questions, please contact the administrator of your communication
system.
4) In the Server IP field, enter the IP address of your application server (if this is
not already displayed.
5) Click Login.
6) Click on Administration > Language Setup. A table with the texts of the user
interface and the report templates in the currently available languages is
displayed.
40
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports Administrator
7) Select one of the following options to add the new language for the user
interface language and for report templates:
•
If you want to import the texts of the new language from a CSV file,
proceed as follows:
Click on File > Import from CSV.
Select the desired new language in the New Language drop-down list
and click on Browse. Navigate to the storage location of the desired CSV
file and click OK & Next. The table is then extended by one column, and
the input fields of the new language are filled with the contents of the CSV
file.
Click Save.
Click OK followed by Cancel.
•
If you want to have the texts of the new language translated by Google
Translator, proceed as follows:
Select the desired new language in the New Language drop-down list.
Select the Use Google Translator check box.
Click the Plus icon. The table is then extended by one column and
populated with suggested translations from the Google Translator for the
new language. These suggested translations are based on the standard
texts of the English user interface and report templates.
Check the proposed translations and correct or complete them as
required.
Click Save.
Click OK followed by Cancel.
•
If you want to enter the texts of the new language manually, proceed as
follows::
Select the desired new language in the New Language drop-down list.
Clear the Use GOOGLE Translator check box.
Click the Plus icon. The table is then extended by one column.
Enter the texts of the new language in the appropriate fields.
Click Save.
Click OK followed by Cancel.
8) If you want to use the new language as default language, select the new
language in the Default Language drop-down list.
9) Click OK.
10) Click Close.
Related Topics
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
41
Configuration
Configuration by the myReports Administrator
7.2.7 How to Delete a Language for the User Interface and Report Templates
Prerequisites
•
You know the password for configuring the language.
•
The current language texts of all languages for the user interface and report
templates were saved in a CSV file (see How to Export the Language Texts
of the User Interface and Report Templates).
Step by Step
1) Click Start > Program Files > Communication Clients > myReports. You
will then be presented with the login screen.
2) Enter Administrator in the Login Name field.
3) Enter the password for configuring the language in the Password field. If you
have any questions, please contact the administrator of your communication
system.
4) In the Server IP field, enter the IP address of your application server (if this is
not already displayed.
5) Click Login.
6) Click on Administration > Language Setup. A table with the texts of the user
interface and the report templates in the currently available languages is
displayed.
7) Select the desired language in the Delete Language drop-down list.
8) Click on the Trash Can icon, followed by OK.
9) Click Save.
10) Click OK followed by Cancel.
11) Click Close.
Related Topics
7.2.8 How to Export the Language Texts of the User Interface and Report
Templates
Prerequisites
•
You know the password for configuring the language.
Step by Step
1) Click Start > Program Files > Communication Clients > myReports. You
will then be presented with the login screen.
2) Enter Administrator in the Login Name field.
3) Enter the password for configuring the language in the Password field. If you
have any questions, please contact the administrator of your communication
system.
42
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Configuration
Configuration by the myReports Administrator
4) In the Server IP field, enter the IP address of your application server (if this is
not already displayed
5) Click Login.
6) Click on Administration > Language Setup. A table with the texts of the user
interface and the report templates in the currently available languages is
displayed.
7) Click on File > Export to CSV. The contents of the CSV file myReportsLanguages.csv are then displayed in the editor.
8) Save the CSV file in the desired directory and close the file.
9) Click Close.
Related Topics
7.2.9 How to Reset All Languages of the User Interface and Report
Templates
Prerequisites
•
You know the password for configuring the default language.
•
The current language texts of the user interface and report templates were
saved in a CSV file (see How to Export the Language Texts of the User
Interface and Report Templates).
Step by Step
1) Click Start > Program Files > Communication Clients > myReports. You
will then be presented with the login screen.
2) Enter Administrator in the Login Name field.
3) Enter the password for configuring the language in the Password field. If you
have any questions, please contact the administrator of your communication
system.
4) In the Server IP field, enter the IP address of your application server (if this is
not already displayed.
5) Click Login.
6) Click on Administration > Default Language Setup.
NOTICE: The Default Language Setup function resets
(reinitializes) the languages of the user interface and report
templates. Only the default languages will then be available for
the user interface and report templates.
7) Click OK. myReports then performs a reboot.
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
43
Configuration
Configuration by the myReports Administrator
Next steps
Log into myReports and add any further languages for the user interface and
report templates as desired (see How to Add a New Language for the User
Interface and Report Templates).
Related Topics
44
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Appendix
myReports User Roles
8 Appendix
The Appendix provides information on the different user roles and their
differences and on the database tables available in myReports.
Related Topics
8.1 myReports User Roles
myReports has its own user management, which controls access to the functions
of myReports through user roles. A distinction is made here between the
myReports users (standard user) and the myReports administrator.
Your current user role is set when you log into myReports.
•
Logging in as a myReports user:
•
–
Login Name: This is usually your station number
–
Password: The default password is 1234.
Logging in as a myReports administrator:
–
Login Name: The login name is Administrator.
–
Password (Administrator Password): The default password is reports.
The differences between the roles are summarized in the following table.
myReports:
Activity
User Role
myReports
User
myReports
Administrator
Preview report
X
X
Send report immediately by e-mail
X
X
Add report template
X
X
Delete added report template
X
X
Reports
Start Report Designer
X
Define new report template
X
Update predefined report templates
X
Schedules
Add a schedule
X
X
Display details of a schedule
X
X
Edit schedule
X
X
Delete schedule
X
X
Configuration
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
45
Appendix
myReports Data Relationship Model
myReports:
Activity
User Role
myReports
User
myReports
Administrator
Change language of user interface
X
X
Change color of user interface
X
X
Configure e-mail template
X1
X
Change server address
X
X
Change administrator password
X
Configure e-mail account to send reports
by e-mail
X
Configure prefixes for external phone
numbers
X
Enable/disable data protection
X
Configure the storage location for the
export of scheduled reports
X
Add or delete language
X2
Reset languages
X2
1 The administrator password must be entered to configure the e-mail template
2 In order to add or delete a language and reset all languages, you will need to log in as a myReports
administrator with a special password.
Related Topics
8.2 myReports Data Relationship Model
The model shows all database tables and their relationships.
46
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Appendix
myReports Data Relationship Model
Related Topics
Related Topics
• Report Designer
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
47
Index
Index
Index
A
administrator password 34
change 37
automatic login 9
deactivate 11
automatic updates 12
perform 13
B
BIRT RCP Designer 23
D
data protection 17, 35
disable 39
enable 38
data relationship model 47
Display Conventions 5
E
e-mail account 34
check 14
configuring 37
e-mail template
31
configuring (HTML) 33
configuring (text) 32
e-mail, send 18, 24
export reports 24, 35
configure storage location 39
external phone number prefix 35
F
first steps 14
L
license 9
M
My Schedules 25
myReports 6
installing 9
starting 10
uninstalling 12
myReports administrator 34, 45
myReports users 31, 45
48
P
password 9
prefix for external phone numbers
configure 38
R
report 16
language 16
output formats 17
send by e-mail 20
Report Designer 23
start 23
start Online Help 23
Report Manager 17
report parameters 16, 24
report preview 18
display 19
report template 19
add 21
add language 40
delete 22
delete language 42
export language texts 42
language 35
reset languages 43
update 22
S
schedule 24
add 26
delete 30
editing 28
view details 28
Schedule Manager 25
server address 31
changing 33
storage location for export, configure 39
switching users 9
U
user interface
add language 40
change color 32
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
Index
change language 32
color 31
default languages 36
delete language 42
elements 6
export language texts 42
language 31, 35
languages 43
select language 14
user roles 45
A31003-P3010-U107-16-7619, 03/2014
myReports, User Guide
49