Configuring call report profiles and generating reports
Log & Report > Call Report > Call Report displays a list of call 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 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.
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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 about scheduling the generation of reports, see Configuring report email notifications. |
To view call report profiles
- 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.
To configure call report profiles
- Go to Log & Report > Call Report > Call Report.
- Click New to add a profile or double-click a profile to modify it.
- In Name, enter a name for the report profile.
Report names cannot include spaces, backslashes, single quotes, double quotes, commas, tabs or new lines.
- Enter the Time period for the report.
- For Department, select an option:
The Department section is not visible on FVE-20E2 and FVE-50E6 models.
- All: With this option, the call report will include calls from/to all departments.
- Single: With this option, the call report will include all calls made from/to the specified department.
- Multiple: With this option, the call report will include all calls for the specified From and To departments. To explain the Multiple option, let's use Engineering (From) and Marketing (To) as examples. The call report will include all calls from the Engineering department to the Marketing department.
- Expand each option and configure the following as needed:
- 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
- Go to Log & Report > Call Report > Call Report and double-click on a report.
- Expand Query List and click New.
- Configure the following:
GUI field
Description
Department
Displays a single department or multiple departments, as specified in the call report profile.
This field is read-only.
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.
- 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
- Go to Log & Report > Call Report > Call Report and double-click on a report.
- Expand Email.
- In the Format field, select the format of the generated attachment, either HTML, PDF, CSV ZIP, or CSV.
- 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.
- Click OK.
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
- Go to Log & Report > Call Report > Call Report and double-click on a report.
- Expand Schedule.
- 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.
- 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
- Go to Log & Report > Call Report > Call Report.
- Select the report profile that you want to use when generating the report.
- Click Generate.
The FortiVoice unit immediately begins to generate a report.
- To view the resulting report, see Viewing generated reports.