Filter
Top Products
75
Attendant Console User Guide
Clearing a date
You can clear a date by deleting the contents of the box. A cleared box does not count as a date,
and does not restrict the range of the other date.
Selecting employees and customers for the report
Some types of reports, especially those that concern call data, let you select sets of employees,
customers, or both. The information for the set you select is summarized in the report. Reports
have categories that are appropriate to the type of report that you chose. If your report type does
not need or allow these selections, the Employees and Customers options are unavailable.
To select employees or customers:
1 Click either the Employees or Customers option.
The Employee or Customer Record Selection dialog box appears.
2 The Selection dialog box contains a list of Employees or Customers. The list of Customers has
a single column that lists the Customer’s Company Name. The list of Employees has several
columns that list the employee’s last, first and middle names, and telephone extension. You can
resize the columns by dragging the column header edges in the bar at the top of the list.
3 You can choose either a single item or multiple items. Items that you select appear with a blue
background behind their boxes. Choose a single item by clicking it. Choose multiple items by
pressing the Control key while you click the items you want. You can select up to 100 items
from the list. If you require more than 100 items, create several reports with different selection
lists, or click the All button.
4 Click the OK button.
The Customer or Employee Record Selection dialog box closes and the Selection list box
displays the items you selected from the dialog box.
Create Report button
When you have entered all the data needed to create a report, the Create Report button is available.
Note: The To and From boxes are active if you select a valid database
and you select a report type that requires you to define a Report Period.
Note: The first time you click one of these options after you connect to a
database, there is a pause while Reports builds the directory. After
Reports builds the directory, if you click an option, there is a pause while
Reports opens the dialog box. If a directory is large, the pause can be
several seconds long. After the pause, the Selection dialog box appears.