Reports Reports show data returned by Report Definitions. This data is extracted by database queries and can be displayed in various Report Views—as grids, charts, and gauges.

User Guide for the Cisco Unified Intelligence Center Reporting Application Release 9.0(1) Chapter Title. PDF - Complete Book (5. BOMs that have printed circuit board assemblies (PCBAs) contain a column for listing reference designators. To manage what can be a tremendous amount of information, companies often use either Excel spreadsheets or a dedicated BOM management system like Arena PLM. Below are examples of how a bill of materials.

Cisco provides stock templates to use with Unified Intelligence Center. You can import the stock reports from the Cisco web site and customize them to suit your business requirements. Stock reports have one default grid view. Some stock reports also have a chart view.

Users with the Report Designer User Role can click the Reports drawer to open the Available Reports page. Note All actions on the Reports interface are based on user role and on the user's object permissions for reports and for categories. • • • • • • • • • • • • • • • • • • • • • • Related References Available Reports page The Available Reports page opens when you click the Reports drawer. If you have the Report Designer user role, access this page to create reports and report categories, and to manage reports, using the context menu that opens when you right-click a report. Reports are contained in categories and sub-categories, which are represented by folder icons. The reports within the categories are represented by page icons.

Unified Intelligence Center is installed with one root report category (folder) named Reports. After installing the stock report, you can see the Audit Trial report under Reports >Stock >Intelligence center Admin. You can rename the Reports category. You can delete a report only if you are a member of the System Configuration Administrator user role. 3d Sound Usb Driver Ubuntu Software.

After importing the stock reports, the system places a folder of stock templates on the Unified Intelligence Center Available Reports page, in a sub-category named UCCE: Figure 1. Stock templates Actions from the Available Reports page: • Import Report—opens the Import Report page. • Refresh—updates both the page and the tree under the Reports drawer to reflect changes anyone has made to add, modify, import, or delete reports or report categories. • Work with Categories Possible actions are: • Create sub-category from a category or a sub-category. • Delete sub-category • Rename sub-category • Set Permissions for the sub-category.

• Drag and drop—You can drag and drop reports and sub-categories. • Create—creates reports. • Manage—manages reports with right-click functions, including running the report, editing the report, and creating new views for the report. • Help—opens online help for the page. Related Tasks Related References Stock report templates Stock report templates display data that has been saved in the Unified ICM/CC database.

After installing Unified Intelligence Center, you can import stock templates using the Import functionality and customize the stock reports based on your requirements. It is also possible to import other report templates that are populated by other databases and to set a data source for those templates, but the stock templates are designed to present Unified ICM/CC data.

Make Save As copies of the installed stock templates and work with your Save As copies. You cannot perform the following actions with the installed stock templates: • Change the data source. • Edit the report definition, using Report Editor.

• Delete the default grid view. • Edit (using Report Editor). • Create additional views (grids, charts, and gauges). • Set thresholds for fields.

• Set drilldowns for fields (Premium license only). • Hide, move, rename, or in any way modify fields that display by default in the grid view. Based on your User Role and Permissions, you can perform the following actions with stock templates: • Save As • Run • Schedule • Edit • Import (requires System Configuration Administrator privilege) • Export (requires System Configuration Administrator privilege) • Delete (requires System Configuration Administrator privilege) • • • • Related References List of stock templates These are the stock report templates that can be imported and customized for the current release. This includes templates from Unified CCE Release 7.x, 8.x, and Audit Trail template. Report Template Shows Agent Historical All Fields All data for the agents in the selected skill groups for the selected interval. Default grid view. Agent Not Ready Detail Agent availability in a logon session.

Default grid view. Agent Real Time Each agent's currently active skill group, state, and call direction within each media routing domain into which the agent is logged. Default grid view. Agent Skill Group Historical All Fields Activity for selected agents for a selected interval, sorted by skill group. Default grid view.

Agent Skill Group Real Time All Fields Current agent status within the specified skill group(s). Default grid view. Agent State Real Time Graph A pie chart showing the current total count of agents in different agent states. Default pie chart view only. Agent Team Historical All Fields All the available report team data from the Agent_Skill_Group_Interval database table for each selected team during the time period selected. Default grid view.

Agent Team Real Time The current status of the selected agent team(s) and the current agent states of each agent within the selected agent team(s). Default grid view. Agent Team State Counts Real Time Real-time agent team information on number of agents assigned to a team, number of agents logged on, number of agents in different states, and number of agents available to receive incoming tasks. Default grid view.

Call Type Abandon/Answer Distribution Historical The number of answered and abandoned calls for separate intervals for the report's time period, broken out into summaries. Default grid view. Call Type Historical All Fields The status of call types for the selected time period.

Default grid and pie chart views. Call Type Skill Group Historical All Fields Shows the interval status of skill groups by call type for the selected time period. Call Type Real Time All Fields The current status of call types. Default Grid and Gauge views. Enterprise Service Historical All Fields All the available Enterprise Service Historical All Fields report data in the Service_Interval database table so that you can select which data you want for a customized enterprise-service historical report. Default grid view. Peripheral Service Historical All Fields Peripheral service historical report data.

Default grid view. Peripheral Service Real Time All Fields Available peripheral-service real-time data. Default grid view.

Enterprise Skill Group Historical All Fields All selected enterprise skill groups, listing all the available skill-group historical report data for the selected interval. Default grid view. Enterprise Skill Group Real Time All Fields The current status of the selected enterprise skill groups. Default grid view.

Peripheral Skill Group Historical All Fields A Consolidated call and skill group statistics, gathered in interval increments. Default Grid and chart views.

Peripheral Skill Group Real Time All Fields The current status of the selected skill groups. Default grid view. IVR Ports Performance Historical The performance of IVR ports for the selected time period.

It presents a table of half-hour counts of IVR ports in-service, ports idle, and the time HH:MM:SS (hours, minutes, seconds) that all ports were busy. Default grid view. Audit Trail This feature allows you to view the sequence of audit records of each transaction or action that is performed on a Cisco Unified Intelligence Center server.

User to Object report All the entities of the user. Object to User report All the users or entity names that shares the object. Default grid view.

Create Save As version of stock template After you have downloaded and imported the necessary stock templates into Unified Intelligence Center, you can create a Save As Version of the stock template for further customization. After you import the necessary templates into Unified Intelligence Center, create a Report Category for your Save As versions: Procedure Step 1 Create a Report Category for your Save As versions: • From the Available Reports page, right-click the Reports folder and select Create Sub-Category. • Name the new category and set permissions. At a minimum, set Execute permissions. Step 2 Create a Save As copy of the report: • Locate the report, right-click, and select Edit. This opens the Report Editor page. • Enter a description for the report and click Save As.

• On the Save As page: • Enter a report name and description. • Click the arrow next to the Reports folder and navigate to, and select, the sub-category folder you created. • Set permissions. • Return to the Available Reports page and click Refresh. The right-click options are now extended and include Edit Views, which opens the Views Editor. Select the Grid and click Edit to open the Grid Editor, where you can move, rename, and set thresholds for report fields.

Related References Historical and Real Time templates The stock Unified ICM/CC templates that are used with Unified Intelligence Center are either Historical or Real Time 'All Fields' templates. All Fields refers to the fact that, for the databases that are queried to populate the template, every field in the database is available to be included in the grid view or to be charted or gauged. These Available fields are listed in the Grid Editor. Historical report template • Receives data from the UCCE Historical data source. • Is populated with interval data.

The interval at which the database tables are refreshed can be a 15-minute or a 30-minute interval. This interval is set in the Unified ICM Configuration Manager. • Has a default refresh rate of 15 minutes. Refresh Rate is configurable in the Report Definition Properties page in a Save As version of the report. • Has an upper limit of 8,000 rows.

The row limit is not configurable. The Report Viewer indicates when the row limit has been reached and when more data is available. You can adjust the filter and rerun the report to see additional data.

Real time report template • Receives data from the UCCE Realtime Data Source. • Is populated with current data that is passed by the Peripheral Gateways to the Unified ICM Router and then saved to real-time database tables. By default, real time data is forwarded to the router every 15 seconds.

Old real-time data is constantly overwritten by new real-time data. • Has a default refresh rate of 15 seconds.

Refresh Rate is configurable in the Report Definition Properties page in a Save As version of the report. • Has an upper limit of 3,000 rows.

Row limit is not configurable. The Report Viewer indicates when the row limit has been reached and when more data is available. You can adjust the filter and rerun the report to see additional data. Related References Custom templates A custom template is: • A new template that Report Designer users have created. • A Save As version of a stock template. • An imported template.

Note Your Cisco Support provider cannot assist you with custom report issues. Related References Reports and Report Definitions All reports are based on report definitions.

Report definitions contain the dataset that is obtained for a report. This includes the query type (stored procedure, anonymous block, SQL query), the fields, the filters, the formulas, the refresh rate, and the key criteria field for the report Only users who have a Premium license can view, create, or edit report definitions.

Note Localization of report definition and value list is supported. Related Information Report management To manage reports from the Available Reports page, use the context menu that appears when you right-click a report.

The options available to you depend on your User Role and permissions. Use this option: To: Run Click this to filter the report and then run it so that it opens in the Report Viewer. Schedule Click this to create a Schedule for running a report and displaying it on a Dashboard or sending it in an email. Note This option is available only for Report Designers who have Execute permission for the report and for System Configuration Administrators. Edit Click this to open the Report Editor where you can edit the report views, change the default view, and create a Save As version of the report. Save As Click this option to open the Save As window.

Use this option to save an existing report with a new name, description, report category, and permissions. Rename Click Rename to change the name of the report.

Not enabled for stock reports. Edit Views Open the Views Editor, where you create, edit, or delete a view for the report dataset. Not enabled for stock reports. Export Click Export to export the report XML file. Enabled for stock reports when the logged in user has the role of a System Configuration Administrator. Delete Click Delete to (remove) the report. Enabled for stock reports when the logged in user has the role of a System Configuration Administrator.

Note • If a report is deleted in error, you can re-import it. • You cannot delete a report if it is referenced by a schedule. Related Tasks Related References Related Information About imported reports This page opens when you click Import Report on the Available Reports page. Report Designers can use this function to import stock reports and the related help files that are saved locally, into Cisco Unified Intelligence Center. The report that you want to import must be stored in a ZIP file along with the help content. The format for storing the report and help content is as shown below: Figure 2. Directory Structure of the Report ZIP file In the above figure, under the UCCE80_RT.zip file, you find the Stock folder under which there is a UCCE folder.

In the UCCE folder there are different reports. For example, the Agent Real Time report has its corresponding help content in the Agent Real Time folder. Within the Agent Real Time folder, there are different locales. Each locale can contain one property file with localized strings pertaining to that report.

Each report help folder has a size limit of 3 MB. If the size exceeds this limit, the system does not load the help content.

If there are multiple reports that uses the same datasource, then all the reports can be grouped together in a zip file and imported at once. You can also place reports in different folders and zip them together for logical separation. In this case, the import utility creates categories for each folder and imports the respective reports to those categories.

For example: If you zip the following report hierarchy: Figure 3. Stock zip If you import this zip file under the My UCCE Reports category, then after importing the Report Manager displays the reports as: Figure 4.

Report Manager What is imported • Report • Report Definition • Value Lists • Views • Report Editor values (its default view, online help, and so on) • Thresholds • Drilldowns • Permissions • Template Help What is not imported • Report Filters • Collections Note • During the import, the software checks to see if any prerequisite objects needed by the report(such as Value Lists) already exist. If they do not, the import will create them. If they already exist, you are prompted to use the existing file or to overwrite it. Note that overwriting the existing value list will impact other report definitions which are based on same value list. However, the collections created out of the existing value list will not be impacted. • This allows users from one system to write a report that uses a certain Value List (for example, the Skill Groups Value List), and then export the report and import it into another system that has another (different) Skill Groups Value List. There is no need to create a new Value List or to edit the report.

• With Report or Report definition import, the existing value lists will be overwritten only if the version associated with new one is different. • Reports are language-independent. The report templates and their generated output depends on the locale you select for Unified Intelligence Center. Actions on the Import Report page • Import—proceeds with the import. • Cancel—closes the page.

• Refresh—updates the page to show changes another user has made. • Help—opens online help for the page. Related Tasks Related References Import a report Procedure Step 1 To import a report from your computer (a Report zip file that is saved locally), click Browse and navigate to select the template ZIP file. Importing Reports Note You can import multiple reports in a *.zip file. Step 2 Navigate to, and click the radio button for, the category or subcategory in which you want to place the report. Step 3 Click Import. Step 4 If you get the warning 'One or more underlying report definitions do not exist and need to be created.

Please select a data source and Click Import to continue', select the Data Source from the drop-down menu. Note It is important to select the correct and appropriate data source for the imported report. If a report is associated with the wrong data source, you see an error when you try to run the report. Step 5 Click Import. Step 6 Click Refresh on the Reports page to see the imported report.

Note • Data from imported reports are extracted from the zip file and saved as configuration data in the Unified Intelligence Center database. • If your Available Reports page already contains a report template with the same name as the report you are importing, you see a prompt asking if you want to overwrite it. Related References Upgrade Stock Report Template In case there is a new version of the existing stock report template, perform the following procedure to update it: Procedure Step 1 Open Report Manager and click on Import Report. Step 2 Choose the zip file that contains the updated stock report template. Step 3 Click Import. This upgrades your existing stock report template, its associated stock report definition, and any value lists that were part of the original stock template.

Note • During the report import, the software checks to see if any previously installed versions of the same report, report definition or value lists exist. If they exist, you see a warning to overwrite them. If you select Overwrite, the report, its associated report definition and value lists are overwritten. If you select Cancel, the operation is canceled. • A report definition and value list is overwritten only when their versions are different, regardless of which one is smaller. They are also overwritten when the new version has a version number and the old version has a blank value or vice versa. If the old version and the new version do not have a version number, they are not overwritten.

• You cannot overwrite a stock report with a custom report. Stock reports are overwritten only by using different versions of the same stock report. • If you have any custom reports using the previous version of stock report definition, those custom reports are impacted by the upgrade.

Unified Intelligence Center attempts to minimize the impact by associating the custom reports’ fields (in all types of views it has – grid, charts, gauge) to the newly upgraded stock report definition fields. If there are any changes to the fields of the new stock report definition that Unified Intelligence Center cannot handle, re-associate them to the custom report by using respective view editors. For example, use grid editor for a grid view, chart editor for chart views, and gauge editor for gauge view.

Run a report There are several ways to run a report. You can: • Right-click a report from the Available Reports page and select Run. • Click the report name from the dashboard or the Reports page. If the report designer has selected to bypass the filter dialog on the Report Editor page, the report opens immediately. If the report designer does not select to bypass the filter dialog, selecting a report to view opens the Filters page for that report. After you select to run and filter a report, the report displays in the Report Viewer.

Related References Filter page Use the filter page to define and restrict the data that populates the report. The Filter page opens: • Before the report generates—Right-click the report and click Run. You do not see the filter page if the report designer selected Bypass Filter on the Report Editor page. • After the report generates—Click the Filter button in the Report Viewer for the generated report. Do this to refine the filter values for a generated report. Filter parameters are based on whether: • The report is based on a simple query or on an anonymous block or stored procedure.

• Reports based on simple queries have two tabs in the filter interface: Basic Filters Tab and Advanced Filters Tab. • Reports based on anonymous blocks or stored procedures have a Basic filters tab only. • You are running a real time or an historical report. You can: • Create a default filter to persist the filtering criteria so that the filter can be reused every time the report runs. • Bypass the filter so that the filter page does not display and the report runs with the default filter. • Create a default filter, so that when you run the report, it always opens to the default filters you have defined.

• • • • Related Tasks Related References Complete Basic Filters tab Follow these steps to complete the basic filters tab for a report based on a simple query. The filter tabs for reports based on queries are populated by all fields in the query. If you run the report without selecting filters, the report returns all data. Reports based on Anonymous Blocks and Stored Procedures have a different filter interface. Use this tab to filter a report before you run the report.

You also use this tab to edit the default filter for a report. Note The system takes the start day of the week as defined on the User List Edit page and User List Create page by the creator or modifier of the report.

The system also displays the start day of the week in the footer only when you select Last Week or This Week from the Relative Date Range drop-down list. Procedure Step 1 To filter a real-time report, skip to step 3.

Step 2 To filter an historical report, select date/time ranges for Historical Reports as follows: Relative Date Range: • From the Relative Date Range drop-down menu, select from Today, Yesterday, This Week, Last Week, This Month, Last Month, Year to Date, or Last Year. • Check Only show results that are within a specific time period to check or uncheck days. By default, all days of the week are checked. This check box only appears if one of the following is selected in the Relative Date Range drop-down menu: This Week, Last Week, This Month, Last Month, Year to Date, or Last Year. If you do not check this box, the report shows all values from 12:00 a.m. Of the first date in your range through 11:59 p.m.

Of the last date in the range. Absolute Date Range: • In the From and To fields, click the calendar icons to select a start and end date.

• Check Only show results that are within a specific time period to enter a start and end time. If you do not check this box, the report shows all values from 12:00 a.m. Of the first date in your range through 11:59 p.m of the last date in the range. • Check Only show results that are on certain days of the week to check/uncheck days. By default, all days of the week are checked. Step 3 Select a filter for the report.

Filters criteria are based on the Key Criteria field in the Report Definition and can be Value Lists or Collections, based on your permissions. • To filter by a Value List: • Select one or more objects in the Available column and move them to the Selected column, or • Use the Search in available and Search in selected fields to enter a character to move to the first item in the list that begins with that character. • To filter by a Collection: • Select one or more collection from the Choose Collection pane. You can use the search function to search for collections from the list. The Selected panel displays all the values that belong to the collections you have selected from the list. Note that deselecting collections from Choose Collection pane will not move values from selected to available.

If you want to move values from Selected to Available or vice versa use the middle arrow keys. The maximum values you can select is 500. Use the search function in Available as well as Selected pane to find the values from each pane. The number of values available and the number of values selected is displayed at top of Available and Selected panes respectively. The number of values is displayed in red if the Selected pane has more than 500 values. Note • If you have administrator privileges, Available panel displays all values, whereas the Collection list displays only the collections shared to you. • If you do not have value list permission, Available panel displays only the values that are part of the collections shared to you.

Similarly the collections list displays only the collections shared to you. • A Value List or Collection displays in the Basic Filters tab only if you have Execute permissions.

• Once the number of values in Selected pane reaches or goes beyond 500, new values can not be added to this pane from Choose Collection pane. • Most stock reports are filtered by Value Lists or Collections that are associated with the Key Criteria Field that has been specified on the Report Definition Properties tab. • If no Key Criteria field has been specified in the Report Definition, you cannot filter the report. You can, however, run the report. Having no filters means the report pulls in a large amount of data. Step 4 Click the Advanced Filters tab to review and select additional filtering criteria.

Step 5 If you are running the report, click Run to generate the report. If you are editing the default filter, click Save.

Related Tasks Edit Advanced Filters tab For reports defined as Database Queries, this second tab on the Filter page lets you further refine the results in a report. This tab is a list of the fields that have Available in Filter checked in the Edit Field Properties tab. It shows the field name, display name, and description. Select one or more of these fields and then click Edit to indicate any value or a filtered value.

Filter criteria depend on the field type (Date, Decimal, Value List, String, or Boolean). Procedure Step 1 Select one or more of the fields in the Advanced Filter tab, and then click Edit to indicate any value or a filtered value. Filter criteria depend on the field type (Date, Decimal, Value List, String, or Boolean). • For type Date, click Edit to specify any value or to filter by selecting either Relative Date Range or Absolute Date Range. For both Relative and Absolute date ranges, you can indicate a specific time period and certain days of the week. • For type Decimal, click Edit to specify any value or to select an Operator from Equal To, Not Equal To, Less Than, Less Than or Equal To, or Greater Than and then entering a value; for example, Operator = Greater Than and Value = 16.5.

• For type String, click Edit to specify any value or to filter by selecting an Operator from Equal To, Not Equal To, or Matches Pattern and then enter a value for the string; for example, Operator = Matches Pattern and Value = Team Green. If you select Pattern as the Operator, you must specify an SQL pattern to match the string field. The system appends the wild card character% automatically to the beginning and end of the string. You can also use any SQL wild card pattern in between the string. • For type Boolean, click Edit to specify any value or to filter by selecting an Operator and then selecting True or False. • If the advanced filter field is a Value List, click Edit to specify any value or to filter by moving one, all, or some items in the list to the Selected column.

Step 2 Run the report. The report pulls data for the Collection/Value List objects selected on the Basic tab, filtered by the values you set for the additional (Advanced) fields. For example, if your Basic Filter is an Agent Team collection, and you add an Advanced Filter for Agent Name Equal to, then the report shows only agents in the team whose name contain that string. Note The field for the Advanced Filter must be moved from the Available panel to the Current panel in the Grid Viewer in the Grid Editor. Related References Filter a report for Anonymous block and stored procedures Filters for reports whose Report Definitions are anonymous blocks or stored procedures have a different filter interface than filters for reports whose Report Definitions are simple queries.

The filter tabs for reports based on Anonymous Blocks and Stored Procedures are populated by parameters. There is no Advanced Filters tab for these reports. In the filter the screen without relative date functionality, but takes dates as input, you have to enter each component manually.

The relative date functionality allows you to specify date ranges such as yesterday, tomorrow, last week. This options prevents frequent entry of dates especially when reports are used in dashboards/schedules and permalinks where frequent operator intervention is not expected.

Unlike queries, stored procedures and anonymous block SQL cannot be filtered by adding additional WHERE clauses to the base query. For this reason, relative date filtering has to be enabled specifically by modifying the parameter the parameter display names.

For more information, see. Follow these steps to filter a report before you run the report or to edit the default filter for a report.

Procedure Step 1 Select/ the date/time ranges as follows: Relative Date range: • From the Relative Date Range dropdown, select from Today, Yesterday, This Week, Last Week, This Month, Last Month, Year to Date, or Last Year. • In the From and To Fields, enter a starting and ending date range. • Check the Only show results that are on certain days of the week check box to select the days of the week. • Select the day/days of your choice Absolute Date range: • In the From and To fields, click the calendar icons to select a starting and ending date range. • Check Enter Time check box.

In the From and To Fields, enter a starting and ending date range. • Check the Only show results that are on certain days of the week check box.

• Select the day/days of your choice. Step 2 Select a filter. The filter options are the parameters created in the Report Definition. A parameter is associated with a Value List. If the anonymous or stored procedure do not meet these conditions. Follow step 3 to 5. Step 3 Enter a Start Date value.

Step 4 Enter an End Date value. Note Because the dates are parameters, the system cannot validate that Start is earlier than End. Step 5 Follow step 2.

Related Tasks Set default filter You can create a default filter for a report and save that filter so that the report always generates according to that filter (until you change the filter). Combining this feature with Bypass Default Filter allows for consistent report generation among report users.

Procedure Step 1 Open the Available Reports page (Reports drawer) and navigate to the report for which you want to set a default filter. Step 2 Right-click the report and select Edit. The Report Editor page opens. Step 3 Click Edit Default Filter. The filter page for the report opens. Depending on the report you select, it might open the Basic Filters tab or the Basic Filters Tab for Anonymous Block/Stored Procedure. The tab opens and is similar to when you run a report.

It has no Run button, but has a Save button. Step 4 Select the filter you want for the report. For example, if the filter offers a collection or a Value List of Call Types, select only one or two Call Types. Step 5 Click Save. Every time the report runs, the filter opens to your default settings. You can change them for that instance of the report. Related Tasks Related References Report Viewer When a report runs, it opens in the Report Viewer.

This page is a container that manages the report execution. Its content varies, based on which view (data presentation) of a report is displayed—a grid, a chart, or a gauge. You can change the report view on this page. If the report view is a grid. You can review the field definitions for its template in the help topic for that template. The menu bar across the top of the Report Viewer has these selections: Save Saves the report. Save As Opens the Save As dialog box and makes a new copy of the report.

Auto Refresh Allows you to enable or disable auto refresh for data displayed in this window. When the Auto Refresh check box is checked, the system refreshes data in this window in real time. If this check box is unchecked, the data available when you opened this window remains static unless you refresh it. While in this window, if you press Refresh or the F5 button, the system refreshes the data in the window, but does not alter the checked or unchecked state of the Auto Refresh check box. Edit Launches a page where you can edit the currently-selected view.

• For grid views, Edit opens the Grid Editor. • For gauge views, Edit opens the Gauge Editor. • For chart views, Edit opens the Chart Editor. Print Prints the report. Filter Opens the filter page so that you can change the filter values (such as date/time and values) for the report. See Filtering Reports.

SQL Opens a window with a read-only display of the SQL query on which the report is based. Refresh Sends a request to the server to refresh the report dataset. Note • If the report view is a grid, and if you have sorted the grid, Refresh resets the view and cancels the sort. • You can also use Refresh when an error occurs to stop the auto-refreshing of the report.

Pop Out Opens the report in a new, separate browser display window. The popout has no Unified Intelligence Center edit or toolbar functions.

Click x to close the popout. Note The Auto Refresh check box allows you to enable or disable auto refresh for data displayed in this window. When the Auto Refresh check box is checked, the system refreshes data in this window in real time. If this check box is unchecked, the data available when you open this window remains static unless you refresh it using the F5 button. If the corresponding check box is checked in the parent window, the system checks the box in the pop-up window as well. You can modify this by unchecking the box. Refreshing the data in this window does not change the status of the Auto Refresh check box.

Export Launches the Export page, where you can export the report grid to a Microsoft Excel file. In case of Chart or Gauge view, the system prompts you to download or save the Report Chart or Gauge as an image (.jpg). Select a location where you want to save the image and click OK. Note When you Export a report, the footer does not appear in the exported charts and gauges.

Views If there is more than one view associated with this report template, use the drop-down menu to select the view you want to display. If the resolution of your screen is too low and you are unable to see the Views drop-down list, you can select, drag, and narrow the width of the left panel (the Drawers). The date formats have been localized for the following languages: • English (UK) - dd/mm/yyyy • Danish - dd/mm/yyyy • Polish - yyyy/mm/dd • Dutch - dd/mm/yyyy • Brazilian Portuguese - dd/mm/yyyy • Spanish - dd/mm/yyyy Note • For the above mentioned languages the date formats are not localized in chart view and still displays as mm/dd/yyyy format.

• For all other local languages the default date format supported is mm/dd/yyyy. Help Opens a drop-down menu where you can select help for Unified Intelligence Center reporting or for the fields in the report template. Related Tasks Related References Report Editor Right-click any report for which you have the appropriate permissions and select Edit to open the Report Editor page. Use this page to review the information for a stock report or to edit the information for a custom report.

Table 1 Fields on the Report Editor page Field Explanation Report Description This field displays a description for the report. Version The field displays the version of report currently deployed in Unified Intelligence Center. Note Version can be composed of decimal point like X.Y. Version should not start or end with a decimal point.

Valid version number examples: 8.9 or 11.15. Author The field displays the name of template provider that has created the entity. Report Definition This field displays Report Definition for the report.

Default View From the drop-down menu, select the default view to display when users run the report. Note After the report has generated, users can change the view. For example, if the default view is a grid, and a gauge has been developed for the report, users can change the generated report to show the gauge view. Online Help Displays the location of the online help topic for the stock report template. You can either provide the URL of the online help file or you can attach the online help file: URL The URL of the online help zip file from where online help is attached to Unified Intelligence Center. Select Help File The individual online help file or a zip file on your local system. Choose an online help file or a zip file that you want to attach and click Upload Help File.

Note The maximum file size of the online help zip file is 2 MB. Unified Intelligence Center supports multiple folders within an online help zip file. You can have the html and htm files in any folder. It is not mandatory to have the html and htm files in the parent folder of the zip file. Unified Intelligence Center also supports uploading of individual html and htm files. The validation of the zip file fails when the zip file contains other files apart from html and htm files.

Bypass Filter Dialog Check this box so that the report runs directly and users are not prompted to filter the report. Note • Even if the report runs directly, you can click the Filter icon in the Report Viewer to refilter and rerun the report. • Do not check Bypass Filter until you have defined a Default Filter.

Bypassing with no default filter set runs the report for all dates and times and for all data. Permissions Use these boxes to view or change user permissions for My Group. Note My Group refers to the report owner's default group.

If this default group is All Users group, the options to set permissions for non-administrative users is disabled. Only administrative users can set permissions for the All Users group. Actions on Report Editor page: • Edit Default Filter opens the filter page for the report, where you can review the basic and advanced filters that are defined in the Report Definition. • Edit Views opens the Views Editor.

• Save • Save As • Cancel closes the page without saving your changes. • Refresh updates the page to show changes another user has made. • • Related Tasks Related References Save Saves the report if it is valid. A report is not valid to save if: • The report description contains invalid characters such as symbols and punctuation marks. • You did not select a valid view.

Save As Actions on this page: Use this page to save an existing report with a new name, description, report category, and permissions. Table 2 Fields on the Save As dialog box Field Explanation Report Name The new name for the report Description Enter a description for the report.

Save To Navigate to, and click the radio button for, the category or subcategory in which you want to place the report. Permissions Specify the permissions for My Group. Note My Group refers to the report owner's default group. If this default group is All Users group, the option to set permissions for non-administrative users is disabled. Only administrative users can set permissions for the All Users group. • OK—saves your entries and closes the page.

• Cancel—closes the page without saving your entries. Create Save As version of report Procedure Step 1 From the Available Reports page, locate and select the report that you want to 'Save As' (clone). Step 2 Right click on the report and Select Edit to open the Report Editor page. Click Save As. OR Right click on the report and Select Save As. Step 3 Enter a name.

Step 4 Enter a description. Step 5 Save the report in the selected category or subcategory. Step 6 Set the permissions for My group. If your default group is All users, the option to set permissions is disabled. Note My Group refers to the report owner's default group. If this default group is the All Users group, the option to set permissions for non-administrative users is disabled. Only administrative users can set permissions for the All Users group.

The report is saved to the Available Reports page, where you can right-click to manage it. Related Tasks Related References Create report from scratch Procedure Step 1 Right-click a category or sub-category on the Reports page and select Create Report. This opens a naming dialog box.

Step 2 Enter a name for the report. Step 3 Enter a description for the report. Step 4 From the Report Definition drop-down menu, select the Report Definition on which this report will be based. This drop-down menu shows the following information: • If you have a standard license, the list shows all stock Report Definitions and the custom Report Definitions for any custom templates that you have imported. • If you have a premium license, the list contains all stock Report Definitions and any custom Report Definitions that have been created. Step 5 Specify the default permissions for this report for members of your User Group. Note My Group refers to the report owner's default group.

If this default group is All Users group, the options to set permissions for non-administrative users is disabled. Only administrative users can set permissions for the All Users group.

Step 6 Click OK to open the Report Editor. Step 7 Complete fields on the Report Editor. Step 8 Click Save from the Report Editor page to save the new report. The report is saved to the Available Reports page, where you can right-click to mange it. Related Tasks Related References Rename a report Right-click a report and select Rename to open a dialog box prompting you for the new name.

Type a new name. Then click OK. You see a message if you: • Enter a duplicate name (the same name as an existing report). • Leave the Rename To field blank. • Type a name that contains invalid characters (symbols or punctuation marks other than an apostrophe). Export a report A Report Designer with Write permissions can export a custom report for troubleshooting or so that it can be archived or imported to another server in ZIP format. You cannot export stock reports.

The following items are exported: • Report • Report Definition • Value Lists • Views—including custom grids, charts, and gauges • Values defined for it in Report Editor (default view, online help, etc) • Thresholds • Permissions • Drilldowns • Online help content with the directory structure. If there is no help file associated with the given report, an empty directory structures is exported. For example, if you want to export the Agent Team report, the structure in which the system exports the help files is as shown in the following figure: Figure 6. Directory Structure of the Exported Report ZIP file The following items are not exported: • Report Filters • Collections To export a report: • Right-click a report and select Export to open the Export Report dialog box, which gives you the option to rename the report. You can change the name but do not change the file extension.

• Click OK to open the Windows file download dialog box. • Click Save and navigate to the location where you want to save the report ZIP file. Localization Whenever a report is exported, nonlocalized strings of the reports and all associated entities such as Report and Report Definition are added to the locale.properties file of the master locale. The master locale is the current locale of the user during the export.

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Downloading a file in a compressed format improves performance up to 90%. Figure 2: Pricing Tool Search and Download Interfaces Price List History The Price List History function in the Pricing Tool allows you to generate and view a price list change report for the last 7 days, the last week or the last month. You can choose to view product additions, product deletions, or price list changes. Price List History files are available for downloading in two formats: Microsoft Excel file and text file. Figure 3: Pricing Tool Price List History Interfaces All contents copyright © 1992--2002 Cisco Systems, Inc.