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The BI suite gives users the ability to create reports based on your needs using your live data. We have already created some default reports that you can copy or use as a guide for creating your own.

To create a report, click on Create> Report

You will then be asked to choose what CDR View you want to select. This is asking you what data source you want to take your data from. You need to always choose the top/only option “Master CDR Database”

Once you have clicked on this you will end up in the “data” section of the report and will see something that looks like a data table where you can add/remove different search and filter terms. To create a report, it is always best to know what data you require prior to creating it so you know which data to drag into the report. These search and filter terms are under the CDRs View on the left hand column. You can click the folders to find the data term you are require or use the search bar toward the top of the column. Once you have found the relevant term, simply drag it into a column, row or filter. You can do this untill you are happy with your table, you can have as much or as little information as you want. If you want to sort the data by A-Z, Count etc. simply click on the arrow at the top of each colum. You can see here I have counted my total call duration rather than having a long list.

Once you are happy with the data you have in your table, you can either save it as is or convert the results into many different chart formats.

To convert to a chart, select the required chart in the navigation panel. The data you have entered into the table will automatically map over. You just need to decide how each section of data will be displayed in each column/axis. You can drag and drop the data untill you are happy with the look and feel. In the picture displayed, I have selected a column chart, but there are many different options to choose from by clicking the chart selector on the far right of the page. You can also create different views of the same report for example if you wanted two types of chart to show the same data, you can do this by clicking the blue plus button toward the bottom of the page.

Once you are happy with your report, you can save it by clicking the report button on the left hand side of the screen. You will be given the option to name your report and give it a description, enabling you and other users to quickly understand what the report shows.You will also need to make sure the report is saved to the correct folder (this may be general reports, sales, parts etc.) Again, select if this report will be private or public(see table below).If you click display you can enable/disable where this report appears, if it searchable and can be used in a dashboard. Distribution Security gives you the ability to enable/disable how this report can be shared. For example, can people subscribe to the report, can it be broadcasted (scheduled to email at certain times to individuals and groups of users via email) can it be emailed and so on. Finally, when you are satisfied with your report, you need to activate it. If you only wish to save the changes you have made, simply save it as a draft. If you press cancel, this will discard all changes made to this dashboard.

Once you have enabled your report, you will be able to see the chart(s) you have created and the data table that belongs to that chart. You have a few options you can edit the report, which takes you back through the report builder process, you can make a new report, delete this report or copy it if you want to keep this version and make amendments to a similar report.