Course13:IT Connect - 09.3 Reporting

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How to configure the reporting App

Contents

What it is

The Reporting App is for administrators and allows you to create lists of calls which have been done in the system.

Who shall see the reports

For data protection reasons, call reports are usually available to administrators only. This is why the Config Admin template screenshot.png has a check-mark for Reporting.

However, you don't need to be a full administrator to have access to Reporting. It is enough for a user to have the Reporting App assigned.

Configure the system so that Mario Rossi has access to Reporting but not to other admin Apps (such as e.g. UsersAdmin).

  • create a new template called Reporting Admin
  • let it inherit from Config User
  • tick the Reporting check-mark in the Apps part of the template (and nothing else)
  • assign the new template to Mario Rossi
(Further Hints) Tip: you can start a myApps session for Mario Rossi in another browser (you could for example use Chrome if you run your own myApps session in Firefox. Also, the native myApps client behaves like a different browser). This way, you can see the effect of your configuration directly in this new session. Keep in mind that the Reporting App will first show up in the All Apps area, not on the home screen.

Which calls can be seen in the reports?

As we have seen, the reports can be seen by those users who have the Reporting App assigned to them.

The users whose calls can be included in a report however must screenshot.png have a Reporting license assigned to them.

Configure the system so that calls for all users can be included in the reports.

Exporting CDRs

After you click the Show results button you can screenshot.png download the report as CSV file.
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