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1 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Table of Contents
Bell Techlogix Analytics Portal User Guide ............................................................. 2 Introduction .......................................................................................................... 2
Logging In ............................................................................................................. 2
Home Page ............................................................................................................ 3
Viewing Reports ................................................................................................... 3
Parameterized Reports ......................................................................................... 4
Report Subscription Options ................................................................................ 4
2 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Introduction The purpose of the Analytics Portal is to provide dashboards, self-service reporting
and tools to manage business objectives. Example Uses:
Eliminating redundant systems
Increase efficiencies
Improve information dissemination
Improve information access
Improve data quality and feedback to the operational systems
Improve collaboration across business units Bell Techlogix’s Analytics Portal capabilities include the following:
Dashboard style views for rapid, concise, and comprehensive information gathering and appraisal
Self-service subscribing
Controlled report output format
Full connectivity and interface capabilities
Logging In Step Action
1. Go to https://analytics.belltechlogix.com 2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
The Bell Techlogix Analytics Portal home page is displayed
Continued on next page
3 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Home Page 1. From the Home Page, the report folders are displayed
2. Double click a folder to view the contents of the folder
Folder Content Standard Reports Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report Custom Reports This folder contains custom reports built
specifically for each client.
Viewing Reports
From within the report folder(s), choose the report to review Initially, the report is viewed in an HTML format From this screen, you can:
Navigate through report pages
Search a report
Export a report to another format
Note: Reports are cached; this allows you to return to the report easily by clicking the Back Button in the browser.
The view below describes the option for the report
Continued on next page
4 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Viewing Reports, continued
Number Action 1. Choose Client 2. Navigate pages 3. Zoom in/Zoom out 4. Find content in the report 5. Find next item in the report 6. Save to a different format
Note: Converting the report may remove some report features. If the report includes interactive features (hyperlinks, bookmarks, document maps), they may not work as expected in new formats.
7. Refresh
Parameterized Reports
This is a report that contains input fields. In order to view a parameterized report, you may be required to provide value to fields prior to viewing the report.
Report Subscription Options
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptions o Managing others subscriptions can create issues
The subscription is deleted when an account is deactivated Please reference ‘Subscribing to SSRS Reports’ Note: To open ‘Subscribing to SSRS Reports’, click the link above To return to this document, reopen the original document
1 SQL Server Reporting Services Proprietary and Confidential Information
SQL Server Reporting Services
Table of Contents
SQL Server Reporting Services ................................................................................ 1 SSRS Reports (SSRS) ............................................................................................... 2
Introduction .......................................................................................................... 2
Subscription Guidelines ....................................................................................... 2
Logging In ............................................................................................................. 2
Subscribing to Existing Reports ........................................................................... 3
Filling in the Subscription .................................................................................... 4
Viewing / Editing Your Subscriptions.................................................................. 5
Deleting Subscription ........................................................................................... 6
Standard Reports .................................................................................................. 6
< Return to "Bell Techlogix Analytics Portal User Guide"
2 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS)
Introduction SQL Server Reporting Services (SSRS) directly replaces Crystal Reports. The information provided in the reports are pulled from the Data Cube.
Subscription Guidelines
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptionso Managing others subscriptions can create issues
A subscription is deleted when the account it is associated with is deactivated
Logging In 1. Go to https://analytics.belltechlogix.com2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
Continued on next page
3 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Logging In, continued
4. The Bell Techlogix Analytics Portal home page is presented
Subscribing to Existing Reports
1. From the Bell Techlogix Analytics Portal Home page, click the folder thereport resides in
2. Open the report by clicking the report name once
3. Click the name of the report in the navigation menu
4. In the properties reading pane, click ‘Subscriptions’
5. To the right, click ‘New Subscription’
Continued on next page
4 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription
New Subscription Options: Below describes each option
* Best Results: Bell Techlogix recommends to utilize the preset ‘Share Schedule’
Option Action Report Delivery Options Delivered by: Email / Windows File Share To: / Path: Who will receive the email / Uniform Naming Convention
(UNC) Window File Share location Subject: Edit if applicable Include Report / Render Format
This will include the report in file format specified
(UNC) Credentials Used to access the file share:
Input credentials to write to the windows file share
Include Link? Check mark this if you would like the link included in email Priority
Continued on next page
5 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription, continued
Subscription Processing Options Run the Subscription
Custom Settings:
Shared Schedule: (Recommended)
Calendar Month Choose the month; check ‘Use Default’ for reoccurring report Finish schedule Click ‘OK’ to return back to the previous screen
Viewing / Editing Your Subscriptions
1. In upper right hand corner, click ‘My Subscriptions’ under LOGOUT
2. This will display:a. The report nameb. Report descriptionc. Folder locationd. The trigger to run the reporte. When it was last ranf. The status of the report
Note: To edit the subscription, click ‘Edit’ to the left of the report name.
Continued on next page
6 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Deleting Subscription
1. Under ‘My Subscriptions’2. Highlight the report to be removed, then click ‘Delete’
Standard Reports
Standard Reports are located in the ‘Standard Reports’ folder:
Standard Reports:
Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report
Return to "Bell Techlogix Analytics Portal User Guide"
1 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Table of Contents
Bell Techlogix Analytics Portal User Guide ............................................................. 2 Introduction .......................................................................................................... 2
Logging In ............................................................................................................. 2
Home Page ............................................................................................................ 3
Viewing Reports ................................................................................................... 3
Parameterized Reports ......................................................................................... 4
Report Subscription Options ................................................................................ 4
2 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Introduction The purpose of the Analytics Portal is to provide dashboards, self-service reporting
and tools to manage business objectives. Example Uses:
Eliminating redundant systems
Increase efficiencies
Improve information dissemination
Improve information access
Improve data quality and feedback to the operational systems
Improve collaboration across business units Bell Techlogix’s Analytics Portal capabilities include the following:
Dashboard style views for rapid, concise, and comprehensive information gathering and appraisal
Self-service subscribing
Controlled report output format
Full connectivity and interface capabilities
Logging In Step Action
1. Go to https://analytics.belltechlogix.com 2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
The Bell Techlogix Analytics Portal home page is displayed
Continued on next page
3 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Home Page 1. From the Home Page, the report folders are displayed
2. Double click a folder to view the contents of the folder
Folder Content Standard Reports Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report Custom Reports This folder contains custom reports built
specifically for each client.
Viewing Reports
From within the report folder(s), choose the report to review Initially, the report is viewed in an HTML format From this screen, you can:
Navigate through report pages
Search a report
Export a report to another format
Note: Reports are cached; this allows you to return to the report easily by clicking the Back Button in the browser.
The view below describes the option for the report
Continued on next page
4 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Viewing Reports, continued
Number Action 1. Choose Client 2. Navigate pages 3. Zoom in/Zoom out 4. Find content in the report 5. Find next item in the report 6. Save to a different format
Note: Converting the report may remove some report features. If the report includes interactive features (hyperlinks, bookmarks, document maps), they may not work as expected in new formats.
7. Refresh
Parameterized Reports
This is a report that contains input fields. In order to view a parameterized report, you may be required to provide value to fields prior to viewing the report.
Report Subscription Options
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptions o Managing others subscriptions can create issues
The subscription is deleted when an account is deactivated Please reference ‘Subscribing to SSRS Reports’ Note: To open ‘Subscribing to SSRS Reports’, click the link above To return to this document, reopen the original document
1 SQL Server Reporting Services Proprietary and Confidential Information
SQL Server Reporting Services
Table of Contents
SQL Server Reporting Services ................................................................................ 1 SSRS Reports (SSRS) ............................................................................................... 2
Introduction .......................................................................................................... 2
Subscription Guidelines ....................................................................................... 2
Logging In ............................................................................................................. 2
Subscribing to Existing Reports ........................................................................... 3
Filling in the Subscription .................................................................................... 4
Viewing / Editing Your Subscriptions.................................................................. 5
Deleting Subscription ........................................................................................... 6
Standard Reports .................................................................................................. 6
< Return to "Bell Techlogix Analytics Portal User Guide"
2 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS)
Introduction SQL Server Reporting Services (SSRS) directly replaces Crystal Reports. The information provided in the reports are pulled from the Data Cube.
Subscription Guidelines
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptionso Managing others subscriptions can create issues
A subscription is deleted when the account it is associated with is deactivated
Logging In 1. Go to https://analytics.belltechlogix.com2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
Continued on next page
3 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Logging In, continued
4. The Bell Techlogix Analytics Portal home page is presented
Subscribing to Existing Reports
1. From the Bell Techlogix Analytics Portal Home page, click the folder thereport resides in
2. Open the report by clicking the report name once
3. Click the name of the report in the navigation menu
4. In the properties reading pane, click ‘Subscriptions’
5. To the right, click ‘New Subscription’
Continued on next page
4 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription
New Subscription Options: Below describes each option
* Best Results: Bell Techlogix recommends to utilize the preset ‘Share Schedule’
Option Action Report Delivery Options Delivered by: Email / Windows File Share To: / Path: Who will receive the email / Uniform Naming Convention
(UNC) Window File Share location Subject: Edit if applicable Include Report / Render Format
This will include the report in file format specified
(UNC) Credentials Used to access the file share:
Input credentials to write to the windows file share
Include Link? Check mark this if you would like the link included in email Priority
Continued on next page
5 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription, continued
Subscription Processing Options Run the Subscription
Custom Settings:
Shared Schedule: (Recommended)
Calendar Month Choose the month; check ‘Use Default’ for reoccurring report Finish schedule Click ‘OK’ to return back to the previous screen
Viewing / Editing Your Subscriptions
1. In upper right hand corner, click ‘My Subscriptions’ under LOGOUT
2. This will display:a. The report nameb. Report descriptionc. Folder locationd. The trigger to run the reporte. When it was last ranf. The status of the report
Note: To edit the subscription, click ‘Edit’ to the left of the report name.
Continued on next page
6 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Deleting Subscription
1. Under ‘My Subscriptions’2. Highlight the report to be removed, then click ‘Delete’
Standard Reports
Standard Reports are located in the ‘Standard Reports’ folder:
Standard Reports:
Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report
Return to "Bell Techlogix Analytics Portal User Guide"
1 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Table of Contents
Bell Techlogix Analytics Portal User Guide ............................................................. 1 Bell Techlogix Analytics Portal User Guide ............................................................. 2
Introduction .......................................................................................................... 2
Logging In ............................................................................................................. 2
Home Page ............................................................................................................ 3
Viewing Reports ................................................................................................... 3
Parameterized Reports ......................................................................................... 4
Report Subscription Options ................................................................................ 4
2 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide
Introduction The purpose of the Analytics Portal is to provide dashboards, self-service reporting
and tools to manage business objectives. Example Uses:
Eliminating redundant systems
Increase efficiencies
Improve information dissemination
Improve information access
Improve data quality and feedback to the operational systems
Improve collaboration across business units Bell Techlogix’s Analytics Portal capabilities include the following:
Dashboard style views for rapid, concise, and comprehensive information gathering and appraisal
Self-service subscribing
Controlled report output format
Full connectivity and interface capabilities
Logging In Step Action
1. Go to https://analytics.belltechlogix.com 2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
The Bell Techlogix Analytics Portal home page is displayed
Continued on next page
3 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Home Page 1. From the Home Page, the report folders are displayed
2. Double click a folder to view the contents of the folder
Folder Content Standard Reports Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report Custom Reports This folder contains custom reports built
specifically for each client.
Viewing Reports
From within the report folder(s), choose the report to review Initially, the report is viewed in an HTML format From this screen, you can:
Navigate through report pages
Search a report
Export a report to another format
Note: Reports are cached; this allows you to return to the report easily by clicking the Back Button in the browser.
The view below describes the option for the report
Continued on next page
4 Bell Techlogix Analytics Portal User Guide Proprietary and Confidential Information
Bell Techlogix Analytics Portal User Guide, Continued
Viewing Reports, continued
Number Action 1. Choose Client 2. Navigate pages 3. Zoom in/Zoom out 4. Find content in the report 5. Find next item in the report 6. Save to a different format
Note: Converting the report may remove some report features. If the report includes interactive features (hyperlinks, bookmarks, document maps), they may not work as expected in new formats.
7. Refresh
Parameterized Reports
This is a report that contains input fields. In order to view a parameterized report, you may be required to provide value to fields prior to viewing the report.
Report Subscription Options
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptions o Managing others subscriptions can create issues
The subscription is deleted when an account is deactivated Please reference ‘Subscribing to SSRS Reports’ Note: To open ‘Subscribing to SSRS Reports’, click the link above To return to this document, reopen the original document
1 SQL Server Reporting Services Proprietary and Confidential Information
SQL Server Reporting Services
Table of Contents
SQL Server Reporting Services ................................................................................ 1 SSRS Reports (SSRS) ............................................................................................... 2
Introduction .......................................................................................................... 2
Subscription Guidelines ....................................................................................... 2
Logging In ............................................................................................................. 2
Subscribing to Existing Reports ........................................................................... 3
Filling in the Subscription .................................................................................... 4
Viewing / Editing Your Subscriptions.................................................................. 5
Deleting Subscription ........................................................................................... 6
Standard Reports .................................................................................................. 6
2 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS)
Introduction SQL Server Reporting Services (SSRS) directly replaces Crystal Reports. The
information provided in the reports are pulled from the Data Cube.
Subscription Guidelines
Here are some guidelines to create successful subscriptions:
Only set up the subscription to deliver to yourself
Do not manage anyone else’s subscriptions o Managing others subscriptions can create issues
A subscription is deleted when the account it is associated with is deactivated
Logging In 1. Go to https://analytics.belltechlogix.com
2. Click ‘Click Here to Continue’
3. Log into the BI network: BI\Username
Continued on next page
3 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Logging In, continued
4. The Bell Techlogix Analytics Portal home page is presented
Subscribing to Existing Reports
1. From the Bell Techlogix Analytics Portal Home page, click the folder the report resides in
2. Open the report by clicking the report name once
3. Click the name of the report in the navigation menu
4. In the properties reading pane, click ‘Subscriptions’
5. To the right, click ‘New Subscription’
Continued on next page
4 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription
New Subscription Options: Below describes each option * Best Results: Bell Techlogix recommends to utilize the preset ‘Share Schedule’
Option Action Report Delivery Options Delivered by: Email / Windows File Share To: / Path: Who will receive the email / Uniform Naming Convention
(UNC) Window File Share location Subject: Edit if applicable Include Report / Render Format
This will include the report in file format specified
(UNC) Credentials Used to access the file share:
Input credentials to write to the windows file share
Include Link? Check mark this if you would like the link included in email Priority
Continued on next page
5 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Filling in the Subscription, continued
Subscription Processing Options Run the Subscription
Custom Settings:
Shared Schedule: (Recommended)
Calendar Month Choose the month; check ‘Use Default’ for reoccurring report Finish schedule Click ‘OK’ to return back to the previous screen
Viewing / Editing Your Subscriptions
1. In upper right hand corner, click ‘My Subscriptions’ under LOGOUT
2. This will display:a. The report nameb. Report descriptionc. Folder locationd. The trigger to run the reporte. When it was last ranf. The status of the report
Note: To edit the subscription, click ‘Edit’ to the left of the report name.
Continued on next page
6 SQL Server Reporting Services Proprietary and Confidential Information
SSRS Reports (SSRS), Continued
Deleting Subscription
1. Under ‘My Subscriptions’ 2. Highlight the report to be removed, then click ‘Delete’
Standard Reports
Standard Reports are located in the ‘Standard Reports’ folder:
Standard Reports:
Customer Satisfaction Report
Interaction ASA Report
Interaction Trend Report
Open Ticket Details Report
Phone Call Abandonment Report
Ticket Resolution Report
Ticket Trend Report
Top Ticket CTI Trend Report
Top Ticket Demographics Report