Configuring report profiles and generating reports

The Log & Report > Call Report > Call Report tab displays a list of call center report profiles.

A report profile is a group of settings that contains the report name, its subject matter, its schedule, and other aspects that the FortiVoice unit considers when generating reports from call center log data. The FortiVoice unit presents the information in tabular and graphical format.

You can create one report profile for each type of report that you will generate on demand or on a schedule.

Generating reports can be resource intensive. To avoid phone processing performance impacts, you may want to generate reports during times with low traffic volume, such as at night. For more information on scheduling the generation of reports, see Configuring report email notifications.

To view and configure report profiles

1. Go to Log & Report > Call Report > Call Report.

   GUI field	Description
   Generate	Select a report and click this button to generate a report immediately. See Generating a report manually.
   View Report	Click to display the list of reports generated by the FortiVoice unit. You can delete, view, and/or download generated reports. For more information, see Viewing generated reports.
   Report Name	Displays the name of the report profiles.
   Schedule	Displays the frequency with which the FortiVoice unit generates a scheduled report. If the report is designed for manual generation, Not Scheduled appears in this column.

2. Click New to add a profile or double-click a profile to modify it.
3. In Name, enter a name for the report profile.

   Report names cannot include spaces.

4. Enter the Time period for the report.
5. Collapse each option and configure the following as needed:
   • Configuring the report query selection
   • Configuring the report query selection
   • Configuring the report query selection
   • Choosing a call rate
   • Generating a report manually
6. Click Create.

Configuring the report query selection

When configuring a report profile, you can select the queries that define the subject matter of the report.

Each report profile corresponds to a chart that will appear in the generated report.

To configure the report query selection

1. Go to Log & Report > Call Report > Call Report.
2. Click New.
3. Expand Query List and click New.
4. Configure the following:

   GUI field	Description
   Name	Enter a name for this query.
   Category	Select a query type for the report profile. The report chart will correspond to the type selected.
   Subcategory	Select a sub query type for the report profile. The report chart will correspond to the type selected.
   From	Select to include the source of the incoming calls: Internal, External, or Any.
   To	Select to include the source of the outgoing calls: Internal, External, or Any.
   Region	Select the call region, such as international or long-distance.
   Report column	Select the source of the call statistics: from caller or receiver.
   Sort column	Select the value for filtering the call information. The caller or receiver with the higher value moves to the top of the table. If you select Report column, the sort column value is equal to what you select in the Report column field.

5. Click Create.

Configuring report email notifications

When configuring a report profile, you can have the FortiVoice unit email an attached copy of the generated report, in either HTML or PDF file format, to designated recipients.

You can customize the report email notification. For more information, see Customizing call report and notification email templates.

To configure an email notification

1. Go to Log & Report > Call Report > Call Report.
2. Expand Email.
3. In the Format field, select the format of the generated attachment, either HTML, PDF, CSV ZIP,or CSV.
4. Enter the email address of the person who will receive the report notification in the Email address field and click >> to add it. Enter more email addresses if necessary. Select an email address and click << to remove it.

Configuring the report schedule

When configuring a report profile, you can select when the report will generate. Or, you can leave it unscheduled and generate it on demand. See Generating a report manually.

To configure the report schedule

1. Go to Log & Report > Call Report > Call Report.
2. Expand Schedule.
3. Configure the following:

GUI field

Description

Type

None: Select if you do not want the FortiVoice unit to generate the report automatically according to a schedule. If you select this option, the report can only be generated on demand. See Generating a report manually. Daily: Select to generate the report each day. Also configure Hour. Weekdays: Select to generate the report on specific days of each week, then select those days in These weekdays. Also configure Hour. These Dates: Select to generate the report on specific date of each month, then enter those date numbers in These days. Also configure Hour.

Choosing a call rate

You can choose the call rate for calculating the phone bills. For information on setting the call rates, see Setting call rates.

To choose the call rate

1. Go to Log & Report > Call Report > Call Report.
2. Expand Rate Setting.
3. Click in the field and select an available rate.

Only one call rate is allowed per report.

4. Click Close.

Generating a report manually

You can always generate a report on demand whether the call center report profile includes a schedule or not.

To manually generate a report

1. Go to Log & Report > Call Report > Call Report.
2. Click to select the report profile whose Setting you want to use when generating the report.
3. Click Generate.

   The FortiVoice unit immediately begins to generate a report. To view the resulting report, see Viewing generated reports.

Setting call rates

The Log & Report > Call Report > Rate tab lets you set call rates for calculating phone bills.

To set call rates

1. Go to Log & Report > Call Report > Rate and click New.
2. Configure the following:

GUI field	Description
Name	Enter a name for the rating profile.
Trunk	Select the trunk that will use the rates.
Local	Enter the rate for local phone calls.
Long distance	Enter the rate for long-distance phone calls.
International	Enter the rate for international phone calls.
Other rate	Enter the rate for other types of phone calls.
Comment	Click the Edit icon to enter any notes you have for the rating profile.

3. Click Create.