A named report is created by the user, based on one of the standard CCS report. The user gives the report a unique name and all the report option parameters that are selected in the Report Options slide out are added to the named report. When the named report is generated these saved parameters are used. Any of the standard reports can be used as a base report, and a user can create any number of named reports based on the same standard report if they choose, each having the exact same or completely different report option parameters if they choose. Named reports are user based, so a user will only see their own named reports when they log on, never any other user's named reports.

 

 

 

To create a named report simply select a standard report from the drop down list on the Report Options slide out, then click the New button.

 

 

 

The 'Add named report' field, pre-populated with a default name for the report based on the name of the selected standard report, will replace the drop-down list of reports, and two new buttons, Add and Done, will replace the New and Generate buttons.  Any name can be entered to replace the default name, the only restriction being that no other of the user's named reports can already be using the same name.

 

 

 

We recommend that you use descriptive names to make it easier to identify the report in other parts of the app.

 

 

At this point you can simply click the Add button and, provided the name is unique, a new named report is added for you, which will have all the currently selected report option parameters saved along with it.

 

If the operation is successful, a small message box informs you it, otherwise you will see an error message box warning you that the name you entered was not unique.

 

 

If you did not select anything in the Report options items table, you will also see a small information box telling you that nothing was selected and that when the named report is generated all items will be included in the report.

 

 

Once added you can select the new named report from the drop-down list of available reports, shown as a member of a new report group, called Named, that will have been added to the drop-down list.

 

 

The Named group will always appear at the top of the drop-down list, with the listed named reports sorted into Skill, Agent, Agent Group, Customer, Wrap up code and Break Time code order.  The Named group will not be shown if there are no named reports, either because you have not yet added any or because you have removed them all.

 

 

When you select a named report from the list, a small label will appear below the selected report telling you which standard report the named report is based on. At the same time, all the report option parameters that were saved along with the named report will be selected in the various option fields. You can immediately generate the named report by clicking the Generate button in the same way as you would generate a standard report.

 

 

The unique name you gave the named report will be displayed in place of the standard report description that is usually shown, but other than that there is no difference between generating a named report and the standard report it is based on.

 

You can change the parameters of any named report as you can for standard reports. If any parameter changes, it could be a new start time, a new relative date, or a change in the selected items,

 

 

an Apply button will appear next to the Remove button.

 

 

If you click Apply then the changes you made to the report parameters will be saved to the selected named report and the next time you select it from the list all the new parameters will be shown and, importantly, the new parameters are the ones that will be used when the named report is next generated, either manually or automatically.

 

 

If you do not click Apply, but instead select another report on the list or move to another App tab, all changes will be ignored and the named reprot parameters will remain as they were. The only thing you can't change is the name of the named report. The screenshots below show the procedure.

 

First you select the required standard report and click New, then, when you have entered a suitable unique name and set all the report parameters to what you require, click the Add button to create the named report, and finally, select the named report from the drop-down list to see which paramters have been set.

 

 

 

 

 

 

You can remove a named report at any time. Simply click the Remove button.

 

 

A dialog will appear warning you that the named report will be competely removed from the database.

 

 

At this point you can cancel the operation or remove the named report completely.

 

 

Once removed, the named report cannot be accessed again and even if it was included in a schedule, it will not be generated the next time the schedule runs. See Schedules Tab for more details about schedules and how they work with named reports.