Table of Contents

Getting Started

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Introduction

Thank you for choosing XTIUM Reports. This guide is designed to help get you started quickly with using the Reports portal. It is a companion guide to the XTIUM Reports User’s Manual, which covers the features and prepopulated reports in great detail. This guide is provided as an overview of the usage of the XTIUM Reports. To learn about all of the filter features and sorting options, refer to the XTIUM Reports User’s Manual.

Access

From the ClearLogin dashboard, double-click on [XTIUM Reports]. You will be prompted to log in to OSSmossis. Once you enter your credentials and press the “Enter key” or click on “OK”, the Reports main screen will be shown.


Using the Reports Navigator

Click on a report name from the navigator list to begin viewing its details.

PLEASE NOTE: some reports may take up to an extended time to load, or may even timeout during the load. This is often because the filter fields are set too large.  For more details (refer to the XTIUM Reports User’s Manual).

Using Filters

Page filters are available for each report. Use the filters to sort, or define specific data criteria.

Default page filter

On-screen report filters

Data Export

Data can be exported to PDF, XLS & CSV formats.  Not all options may be available for all reports. To export report data, use one of the below methods.

  • Right-click1 on a report title from the navigator.
  • Click on [More Options]2 within the data area.
1

2

Power BI Subscriptions

Report Subscriptions are scheduled reporting events.

If there are no report subscription schedules, the view on the main screen will be blank. If there are any report schedules, the screen view will list the reports by Description/Status/Schedule. Click on Run Now to execute the subscription schedule. This will run the scheduled parameters for the report. Click on Update to edit the subscription settings/parameters. Click on Delete to cancel a subscription schedule (a delete confirmation dialog will be shown before deleting the subscription).

How To Create a Subscription

Click on the report from the Navigator list; click on [Add] at the bottom of the screen. The subscription (Settings/Parameters] dialog box will open. To create a subscription, fill in the [General Settings], [Subscription Parameters], and [Report Parameters].

Settings

  1. Type a description for the report subscription.
  2. Click on [Schedule settings].

  • After completing the schedule settings, click on [OK].

Subscription Parameters

The subscription parameters are the settings for the [Email] report delivery. 

Once the subscription parameters are set, click on [Report Parameters].

Report Parameters

Click on [Save] when the report parameters are finished. Once you click on save, you will be returned to the report subscriptions. The subscription schedule will be shown.

Downloads

Quick Reference Guide

PDF copy of the above

User Manual

To learn more about the XTIUM Reports and Subscriptions, refer to the XTIUM Reports User’s Manual.

Reference List of Available Predesigned Reports

  1. Abandoned Call Report
  2. Agent Activity
  3. Agent Call By Skill Report
  4. Agent Call Detail Report
  5. Agent Call Detail View
  6. Agent Call Report
  7. Agent Call Summary Report
  8. Agent Duration By Skill Report
  9. Agent Duration Report
  10. Agent Master List
  11. Agent Sign In Sign Out Report
  12. Agent Summary View
  13. Agent Unavailability Report
  14. Call Center Detail DNIS View
  15. Call Center Detail View
  16. Call Center Incoming Calls Report
  17. Call Center Presented Calls Report
  18. Call Center Report
  19. Call Center Summary View
  20. Cockpit Overview
  21. CVR - Interval Report
  22. Disposition Codes


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