You create report designs in the Report designer. It is based on the DevExpress report designer; these pages describe it as myContactCenter shows it. How to create designs, copy them from templates, save them and make them available to supervisors is described in Report designs.
- In the Administration, a double-click on a design under Reporting module › Report design opens the Report designer window. Each open design is a tab of its own there.
- In the Agent, supervisors with the Report designer permission design reports in the Report module — see Report and dashboard. If the module is docked, the tabs of the designer appear in the ribbon of the Agent.
The layout
| Area | Purpose |
|---|---|
| Ribbon | commands, spread over the tabs Home, Layout, Page and View; at the top right, the switch between Designer, Preview and Scripts |
| Toolbox | the controls you drag onto the page — see Controls |
| Design surface | the page of the report, divided into bands |
| Field List | the fields of the query, the calculated fields and the parameters — see Data and expressions |
| Report Explorer | the structure of the report as a tree: bands, controls, styles, formatting rules, data sources |
| Properties | all settings of the selected control |
| Report Gallery | a store for parts you use in several designs — see Page, preview and export |
| Group and Sort | groups and sorting of the data — see Grouping and summarizing |
| Report Design Analyzer | errors and warnings about the design, for example overlapping controls; a click jumps to the control |
| Status bar | name and position of the selected control, the number of messages from the analyzer and the zoom |
You bring back a hidden window with View › View › Windows. The windows can be moved and docked; the Agent remembers their arrangement for each supervisor.
The ribbon
Home
| Group | Commands |
|---|---|
| Report | New Report with the base types, Open…, Save with Rename, Save All, Export — see Report designs |
| Data | Add Data Source, Add Calculated Field, Add Parameter |
| Clipboard | Paste, Cut, Copy |
| Font | font and font size, Bold, Italic, Underline, Strikethrough, Background Color, Foreground Color |
| Alignment | text at the top, middle or bottom, left, centered, right or justified |
| Borders | border lines, Border Color, Border Width, Border Dash Style |
| Styles | creating and assigning styles — see Formatting |
Layout aligns several selected controls with each other, makes sizes and spacing equal and brings controls to the front or sends them to the back. The commands for equal width, height and size and for equal spacing have names such as Make Same Width.
Page sets Margins, Orientation, Size, Page Color and Watermark — see Page, preview and export.
View shows grid lines, watermarks and warnings, expands and collapses bands, zooms and, under Windows, shows and hides the windows.
Contextual tabs appear as soon as you select a matching control: Table Tools for table cells, Text Tools for labels, Chart Tools for charts and others for barcode, gauge, sparkline and shape.
Designer, preview, scripts
At the top right of the ribbon, you switch the view:
- Designer shows the design surface; this is where you design.
- Preview runs the design with the real data. First, the Parameters pane asks for the period, skills and the other parameters; Submit runs the report. The preview does not save anything — save the design afterwards with Save.
- Scripts shows the program code of a design. Some templates calculate their service levels with it; for your own designs, expressions are almost always sufficient.
Keyboard shortcuts
| Key | Effect |
|---|---|
| Ctrl+C, Ctrl+X, Ctrl+V, Delete | copy, cut, paste, delete |
| Ctrl+Z, Ctrl+Y | undo, redo |
| Arrow keys | move selected controls; with Ctrl in small steps, with Shift change the size |
| Ctrl while dragging | copies the control |
| Alt while dragging | without snapping to the grid |
| F4, F5 | designer, preview |
| Ctrl+S | save |
| Ctrl+mouse wheel | zoom |
In this section
| Page | Content |
|---|---|
| Bands | how a report is divided into bands and which band is printed how often |
| Controls | toolbox, selecting, arranging, smart tag |
| Data and expressions | field list, expressions, calculated fields, your own parameters, what myContactCenter prepares when a report runs |
| Grouping and summarizing | groups, sorting, totals, filters |
| Formatting | format strings, styles, colors by condition |
| Tables, charts, cross tabs | the large controls |
| Page, preview and export | paper, page numbers, watermarks, preview, export, gallery |
| Examples | step by step: list, group, totals, chart, header |
Which fields the queries provide is described in Statistics fields.