Data Profiling

This section is BE's central reporting engine.

System Dashboards

 * Dashboard - All Forms
 * Dashboard - Record Status
 * Dashboard - System Information
 * Integrated Warehousing - Manual Lock Release
 * Control Bar Button - Cross Linked
 * Control Bar Button - Work List

Dashboard - All Forms

 * Choose the campaign
 * All dashboard of the most common reports will be presented to you
 * 1) Black buttons - Dashboard Information
 * 2) Green buttons - Data reports
 * 3) Blue buttons - Statistics reports
 * 4) Yellow buttons - Scoring reports
 * 5) Red buttons - Visualisations
 * 6) Purple buttons - Reminders and Case Management Reports
 * 7) Orange buttons - Export Reports

Dashboard - Record Status

 * Choose the campaign
 * The current status of the campaign records will be displayed on screen for that campaign showing:
 * 1) The campaign name
 * 2) The current working outcome
 * 3) The current working attempt
 * 4) The earliest activity in this campaign
 * 5) The most recent activity in this campaign
 * Two tables will be displayed on the screen showing the Active outcomes and the Finished Outcomes

Dashboard - System Information
for that campaign.
 * Choose the campaign
 * A report will be generated and displayed on the screen showing:
 * 1) Data Records
 * 2) Contact Records
 * 3) Outcomes

Integrated Warehousing - Manual Lock Release
NOTE - IW = Integrated Warehousing. Manual IW Lock Release is used to release the lock on a report if a report failed to generate in the middle of the report being generated. Integrated Warehousing is only associated with Grouped Reports in Data Profiling. For example, if a report is generated at a certain time by a certain user, and the same report is generated at the same time by another user, this can cause the report to lock. Using Manual IW Lock Release, you will have to release the lock on this report and generate it again.

Control Bar Button - Cross Linked

 * Choose the campaign
 * Choose the custom group that is configured to be a cross linked report
 * Enter in the name for your control bar button
 * Choose the colour of the button
 * Choose the size of the buttons text

Control Bar Button - Work List

 * Choose the campaign
 * Choose the custom group that is configured to be a work list report
 * Enter in the name for your control bar button
 * Choose the colour of the button
 * Choose the size of the buttons text

Reminders and Case Management

 * 1) Reminders - By Camapign
 * 2) Reminders - By Period
 * 3) Reminders - By Individual
 * 4) Case Reporting - Open Cases
 * 5) Case Reporting - Exception Cases
 * 6) Case Reporting - Reopened Cases
 * 7) Case Reporting - All Cases
 * 8) Case Reporting - All Cases - Case Report Format

Reminders - By Campaign

 * Choose the campaign from the list on the screen.
 * If there are any reminders associated with this campaign they will be returned to the screen.
 * If there are no reminders associated with this campaign, none will be returned.

Reminders - By period

 * Choose the date period you would like to report from.
 * Click Select.
 * A list of Reminders for that period of time will be returned to the screen.
 * If there are no reminders available, none will be returned to the screen.

Reminders - By Individual

 * Choose the date period you would like to report from.
 * Choose the user you would like to base the report on.
 * Click Select.
 * The Reminders for that user will be returned to the screen for that time period.
 * If there are no reminders associated with that particular user, then none will be returned.

Case Reporting - Open Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A list of Open Cases will be returned to the screen showing all Incomplete records in this campaign.

Case Reporting - Exception Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A list of Incomplete and Complete records will be displayed on the screen in a report.
 * This report will show:
 * 1) The Contact Type
 * 2) The Start and End Interaction time
 * 3) The status of the record
 * 4) The Duration of the record

Case Reporting - ReOpened Cases

 * Choose the date period you would like to report from.
 * Click Select.
 * A Case Timings report will be generated and displayed on the screen.
 * This report displays:
 * 1) Campaign Name
 * 2) Record Number
 * 3) Previous Close
 * 4) ReClose
 * 5) Duration between closes

Case Reporting - All Cases

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A report will be generated and displayed on screen showing:
 * 1) Incomplete records
 * 2) Complete records
 * 3) The contact count on these records
 * 4) The Start and End interaction dates and times
 * 5) The status of the record (The Outcome)
 * 6) The Duration of the record.

Case Reporting - All Cases - Case Report Format

 * Choose the date period you would like to report from.
 * Choose the campaign.
 * Click Select.
 * A report will be generated and displayed on screen showing:
 * 1) Incomplete records
 * 2) Complete records
 * 3) The contact count on these records
 * 4) The Start and End interaction dates and times
 * 5) The status of the record (The Outcome)
 * 6) The Duration of the record.