Topaz Report that shows calls for more than one branch

[Belinda Frick]

Overview:

Before you setup the different reports the user's need to be
configured under different branches, departments and sections.

ALSO SEE: Input format for User and Extension/Account details
ALSO SEE: How do I setup a user in TOPAZ?

Reports:

Standard report:

STANDARD REPORTS -> COMPANY COST ANALYSIS, enter the date range

See the Company cost analysis report in TOPAZ standard reports,
if this does not give you sufficient information proceed to the
following.

Custom Reports: Detailed report: Grouped by branch

Proceed to REPORTS -> CUSTOM REPORTS

Click on the "+" to create a new report.

DESCRIPTION: Enter a description for the report
(you could use the company names)
REPORT OPTIONS: Tick "summary"
SUMMARY REPORT FORMATS: Detail with summary
ORDER BY: Group
GROUP BY: Branch
ONLY SELECT THESE: _All Branches_,
_All departments_ and
_All sections_

The above Report will show you the call detail for all the
branches on the same report, starting each branch on a new
page. All information will be listed together per branch.


Custom Reports: Summary Report: Grouped by Branch


If you require the report to contain summary information grouped
by branch proceed to do the following:

Click on the "+" to create a new report.
Use the settings explained above.
Change SUMMARY REPORT FORMATS: Option 3 to 5, according to the
output format you need.


Custom Reports: Summary Report: Grouped by Extension

DESCRIPTION: Enter a description for the report
(you could use the company names)
REPORT OPTIONS: Tick "summary"
SUMMARY REPORT FORMATS: Call Category
ORDER BY: Group
GROUP BY: Extension
ONLY SELECT THESE: Select THE branch, department and section
if no branch, select _All Branches_,
if no department, select _All departments_
if no section, select _All sections_

Custom Reports: Detailed report: Grouped by Extension

DESCRIPTION: Enter a description for the report
(you could use the company names)
REPORT OPTIONS: Tick "summary"
SUMMARY REPORT FORMATS: Detail with summary
ORDER BY: When (detail only)
GROUP BY: Extension
ONLY SELECT THESE: Select THE branch, department and section
if no branch, select _All Branches_,
if no department, select _All departments_
if no section, select _All sections_

This report will have to be created more
than once according to the number of different branches. If there
are various departments with sections in the departments, you need
to create a report for each section in the department for that
branch as well.

Please note: Setup report for EACH branch, Department
and section.