Overview Report Manager
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Report Manager - Status
The Report Manager - Status screen area displays reports that have been generated. They are sorted by the completion date, with the most recently completed reports appearing first. Using the available buttons, users can view, download, and delete reports. To view comments associated with the report, mouse over the blue circle with the letter “i”. A pop-up box displays containing comments entered when the report was generated.
A generated report displays with one of the following statuses:
Requested - This is the first status assigned by the system. It indicates that a report has been scheduled but is not yet complete.
In progress - The system has received the report request and is processing the data.
Complete - The report has been successfully generated and is waiting to be viewed or deleted.
Report Results
Success - The report generated successfully and is available for viewing. Selecting the Success link displays the report.
w/ Errors (with errors) - The report scheduler attempted to process the report request but encountered an error. Selecting the w/ Errors link displays a screen that
describes the report criteria and error encountered.
NRF (No Records Found) - There is no data in the system matching the report criteria.
View Related
The Details button enables users to view one or more selected reports. Reports can be viewed by selecting the check box to the left of the report and clicking the Details
button. To view a single report, users can select the underlined report name link.
Report Toolbar
The Report Toolbar includes buttons for saving the report data to the hard drive or deleting the report from the system.
Download - Report data can be saved to a user’s personal workstation by selecting the check box to the left of the desired report and clicking the Download button.
Delete - Reports can be deleted from the system by selecting the check box to the left of the report and clicking the Delete button. Any report can be deleted, regardless of status.
Schedule (Only displays if the report scheduler functionality is turned on. This is a
permissions-based feature that may not be available to all users.) - An individual
report can be converted to a scheduled report by selecting the Schedule button. The Scheduler screen displays allowing the user to set up a recurring schedule for the report to be run. Refer to “Scheduling a Recurring Report” on page 139 for
Report Manager Overview
Figure 7-4: Report Toolbar with Scheduler
Figure 7-5: Report Manager - Status with Report Scheduler
Figure 7-6: Report Toolbar without Scheduler
Figure 7-7: Report Manager - Status without Report Scheduler
Schedule Manager - Active Reports
(This section only displays if the report scheduler functionality is turned on. This is a permissions-based feature that may not be available to all users.)
Overview Report Manager
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The Schedule Manager - Active Reports screen area displays recurring reports that have been scheduled. They are sorted by date, with the most recently generated reports appearing first. Using the available buttons, users can view, modify, or delete schedules.
Schedule Toolbar
The Schedule Toolbar includes buttons for saving the report data to the hard drive or deleting the report from the system.
Delete - A button that displays the Scheduled Report - Delete screen, from which users can delete a scheduled report from the system.
Modify - A button that displays the scheduler screen for a selected report from which users can change the schedule details of a recurring report.
Run Now - A button that initiates a scheduled report.
Figure 7-8: Schedule Toolbar
Report Manager Overview
Table 7-1: Report Manager Button and Field Descriptions
Button/Field Description
Status Reports have five statuses:
Requested = This is the first status assigned by the system. It indicates that a report has been scheduled but is not yet complete. Processing = The system has received the report request and is processing the data.
Complete = The report has been successfully generated and is waiting to be viewed or deleted.
Error = The report scheduler attempted to process the report request but encountered an error.
No Records Found = There is no data in the system matching the report criteria.
Result Displays the outcome of the report. Valid options include: NRF (no records found), Success (the report has run successfully and is now viewable), or With Errors (the report cannot be processed because an error occurred).
Name The name of the report is assigned by the system, depending on type. Clicking the name displays the report output.
Timeframe (Only displays if the report scheduler functionality is turned on. This is a permissions-based feature that may not be available to all users.) Displays the recurring schedule timeframe. Valid options include: Day (recurring report runs daily), Week (recurring report runs weekly), Month (recurring report runs monthly), and Quarter (recurring report runs quarterly).
Requested (Date/Time)
Displays the date and time the report request was submitted in yyyy/ mm/dd and hh:mm:ss format, where y=year, m=month, d=day, h=hour, m=minute, and s=second.
Completed (Date/Time)
Displays the date and time the report was completed in yyyy/mm/dd and hh:mm:ss format, where y=year, m=month, d=day, h=hour, m=minute, and s=second.
Expiration Date The date the system will automatically delete the report in yyyy/mm/dd format, where y=year, m=month, and d=day.
View Related
Details A button that displays the report output.
Report Toolbar
Download A button that enables users to save selected reports to their personal workstations.
Delete A button that enables users to delete selected reports.
Schedule (Only displays if the report scheduler functionality is turned on. This is a permissions based feature that may not be available to all users.) A button that enables users to convert an individual report to a recurring report. This button displays the Scheduler screen.
Overview Report Manager
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Scheduling a Recurring Report
Recurring reports can be scheduled to run on a daily, weekly, monthly, or quarterly basis. They can be scheduled when initially setting up a report or after a report is complete. For information on scheduling specific recurring reports, refer to the chapter and section for that particular report (refer to “Table of Contents” on page iii for the list of reports). To schedule a recurring report from a completed report that displays on the Report Manager screen, select the check box next to the left of the desired report and click the Schedule button on the Report Toolbar. This displays the Report Scheduler screen. Follow the instructions in “Schedule a Recurring Daily Report”, “Schedule a Recurring Weekly Report”, “Schedule a Recurring Monthly Report”, or “Schedule a Recurring Quarterly Report” depending on the type of recurring report desired.
Figure 7-10: Report Scheduler
Schedule Toolbar
Delete (Only displays if the report scheduler functionality is turned on. This is a permissions-based feature that may not be available to all users.) A button that displays the Scheduled Report - Delete screen, from which users can delete a scheduled report from the system.
Modify (Only displays if the report scheduler functionality is turned on. This is a permissions-based feature that may not be available to all users.) A button that displays the scheduler screen for a selected report from which users can change the schedule details of a recurring report. Run Now (Only displays if the report scheduler functionality is turned on. This is
a permissions-based feature that may not be available to all users.) A button that initiates a scheduled report.
Table 7-1: Report Manager Button and Field Descriptions (Continued)
Report Manager Overview
Schedule a Recurring Daily Report
1. From the Report Scheduler screen, select the Every day radio button and click
Continue. A second Report Scheduler - Daily input screen displays.
2. Select from one of the options: Every day or Every weekday. Every day is the default option. This schedules reports to run every Monday through Friday.
3. Select the radio button for one of the options: Private or Public. Private reports can only be viewed by the user generating the report. Public reports can be viewed by other users in the organization.
4. Click on the Continue button. A confirmation screen displays indicating that the recurring report has been successfully scheduled.
Figure 7-11: Report Scheduler - Daily
Schedule a Recurring Weekly Report
1. From the Report Scheduler screen, select the Every week radio button and click
Continue. A second Report Scheduler - Weekly input screen displays. 2. Select a day of the week from the drop-down menu.
3. Select the radio button for one of the options: Private or Public. Private reports can only be viewed by the user generating the report. Public reports can be viewed by other users in the organization.
4. Click on the Continue button. A confirmation screen displays indicating that the recurring report has been successfully scheduled.
Overview Report Manager
(V08.04.01) 9-1-1 IM Customer Support Guide v10.0 141 Figure 7-12: Report Scheduler - Weekly
Schedule a Recurring Monthly Report
1. From the Report Scheduler screen, select the Every month radio button and click
Continue. A second Report Scheduler - Monthly input screen displays.
2. Select the radio button next to one of the options. Users can either enter a day of the month in the available text box or use the available drop-down menus.
3. Select the radio button for one of the options: Private or Public. Private reports can only be viewed by the user generating the report. Public reports can be viewed by other users in the organization.
4. Click on the Continue button. A confirmation screen displays indicating that the recurring report has been successfully scheduled.
Report Manager Overview
Schedule a Recurring Quarterly Report
1. From the Report Scheduler screen, select the Every three months radio button and click Continue. A second Report Scheduler - Quarterly input screen displays. 2. Select the radio button next to one of the options. Users can either enter a day of the
quarter in the available text box or use the available drop-down menus.
3. Select the radio button for one of the options: Private or Public. Private reports can only be viewed by the user generating the report. Public reports can be viewed by other users in the organization.
4. Click on the Continue button. A confirmation screen displays indicating that the recurring report has been successfully scheduled.
Figure 7-14: Report Scheduler - Quarterly
Scheduled Report - Details
The Scheduled Report - Details screen displays the details of a recurring report, including the date and time it was scheduled, the requesting user and organization ID, as well as the frequency, associated filters, and comments. From this screen, the recurring report can be modified or deleted using the buttons on the Report Toolbar. Selecting the Delete button from the Report Toolbar displays the Scheduled Report - Delete screen (see figure 7-16 on page 143). Selecting the Modify button displays the report filter screen.
Overview Report Manager
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Scheduled Report - Delete
The Scheduled Report - Delete screen displays details of the recurring schedule for a user to review before opting to remove the schedule from the system. If, after
reviewing the schedule details, a user still chooses to delete the schedule, selecting the Delete This Schedule button removes it from the system.
Contents
8
Service Order Metric
Reports
Overview ...146 TN Error Reports ...146 Processing Statistics ...1619-1-1 IM Customer
Support Gui
de v10.0
Service Order Metric Reports Overview
Overview
9-1-1 Information Manager (9-1-1 IM) provides a variety of statistical analyses and metrics regarding TNs that do not meet the criteria needed to successfully transmit E9-1-1 calls. This information can be retrieved according to community, county, and company ID. This chapter describes the TN Error reports and Processing Statistic reports and provides instructions on how to generate these report types. Output screens are provided for reference. The main sections of this chapter include:
TN Error Reports
— TN Errors Resolution Summary - Displays the number of TN errors and average time to clear for each company ID and error category (MSAG, Non-MSAG, LNP). — Detailed TN Errors Resolution - Displays the average number of errors and time to
clear for each error category, and for each error code within that category. — Outstanding TN Errors Summary - Displays the number of TN errors and days
aging for each company ID and error category (MSAG, Non-MSAG, LNP). — Detailed Outstanding TN Errors - Displays the number of TN errors and days
aging for each error category, and for each error code within that category.
Processing Statistics
— Processing Statistics for Company IDs - Displays the number of TN records processed and the number of associated errors for each selected Company ID. — Processing Statistics for Service Order Sources - Displays the number of TN
records processed and the number of associated errors for each service order source.
TN Error Reports
The TN Error reports provide a way to retrieve statistical data regarding TNs that do not meet the criteria needed to successfully transmit E9-1-1 calls. The report options available include:
TN Errors Resolution Summary Report
Detailed TN Errors Resolution Report
Outstanding TN Errors Summary Report
Overview Service Order Metric Reports
(V08.04.01) 9-1-1 IM Customer Support Guide v10.0 147 Figure 8-1: TN Error Reports Input Screen
To run a TN Error report:
1. From the Reports submenu, select the Report Mgr button. The Report Manager screen displays (see figure 7-2 on page 133).
2. In the Create a Report screen area, select the radio button located to the left of the TN Error Reports option under the Service Order Metrics report list and click the
Continue button. The TN Error Reports input screen displays.
3. If the report scheduler functionality is enabled, a recurring report can be scheduled 4. Set the timeframe. Reports can be generated based on one of the following options:
hour, day, week or month.
Hour - To generate a report to retrieve data for a specific hour: A. The Hour tab is pre-selected.
B. Select a time of day from the drop-down menu. The time is in 24-hour format. C. Select the year from the drop-down menu.
D. Enter a numerical value for a month in the mm field. For example, 2 = February, 11 = November.
E. Enter a numerical value for a day of the month in the dd field.
Service Order Metric Reports Overview
Day - To generate a report to retrieve data for a specific day: A. Select the Day tab.
B. Select the year from the drop-down menu.
C. Enter a numerical value for a month in the mm field. For example, 2 = February, 11 = November.
D. Enter a numerical value for a day of the month in the dd field.
Figure 8-3: Set Timeframe - Day
Day (recurring report) - To generate a recurring report to retrieve data for a specific day:
A. Select the Day tab.
B. Select the Previous Full Day radio button.
C. Follow the instructions on “Scheduling a Recurring Report” on page 139. Select the year from the drop-down menu.
Figure 8-4: Set Timeframe - Day - with Report Scheduler
Week - To generate a report to retrieve data for a seven-day period: A. Select the Week tab.
B. Select the year from the drop-down menu.
C. Enter a numerical value for a month in the mm field. For example, 2 = February, 11 = November.
D. Enter a numerical value for a day of the month in the dd field. The report retrieves data for the week containing the specified day.
Overview Service Order Metric Reports
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E. Select the Tab key. The gray boxes auto-populate with the ending date, which is seven days after the date entered in steps 2-4.
Figure 8-5: Set Timeframe - Week
Week (recurring report) - To generate a recurring report to retrieve data for a specific week:
A. Select the Week tab.
B. Select the Previous Full Week radio button.
C. Follow the instructions on “Scheduling a Recurring Report” on page 139. Select the year from the drop-down menu.
Figure 8-6: Set Timeframe - Week - with Report Scheduler
Month - To generate a report to retrieve data for a desired month: A. Select the Month tab.
B. Select the year from the drop-down menu.
C. Enter a numerical value for a month in the mm field. For example, 2 = February, 11 = November.
Service Order Metric Reports Overview
Figure 8-7: Set Timeframe - Month
Month (recurring report) - To generate a recurring report to retrieve data for a specific month:
A. Select the Month tab.
B. Select the radio button next to one of the following options: Previous Full Month,
Current Month To Date, or Previous Full Quarter.
C. If Previous Full Month or Current Month To Date are selected, follow the instructions on “Schedule a Recurring Monthly Report” on page 141. If Previous Full Quarter is selected, “Schedule a Recurring Quarterly Report” on page 142.
Figure 8-8: Set Timeframe - Month - with Report Scheduler
5. If the report scheduler functionality is available, users may opt to schedule a recurring report. For instructions, refer to “Scheduling a Recurring Report” on page 227.
6. Locate the Select Report Type section of the screen area and choose one of the report options by clicking the radio button to the left of the option. See table 8-1 on page 159 for descriptions of the report types.
7. Select a filter from the list of options. See table 8-1 on page 159 for descriptions of the filters.
8. Enter any necessary text in the Comments field (this is optional).
9. Click on the Continue button. An additional input screen displays for specifying the filters. At the top of the filters screen there are options for editing any of the settings specified on the previous input screen.
Overview Service Order Metric Reports
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Select Company(s)
A. Choose a company from the Select Company(s) list and select the Add arrow. The company displays in the Report List box.
B. To add multiple companies, hold the Ctrl key while making the selection and click the Add arrow.
C. To add all companies, select the Add All arrow.
D. To remove a company from the list box, select the company and click the Remove
arrow. To remove several (or all) companies simultaneously, hold the Ctrl key while making the selection and click the Remove arrow.
Figure 8-10: Select Company(s) Filter
Enter State(s)
E. Enter a two-character state abbreviation in the State text field and select the +