Cisco Packaged Contact Center Enterprise Reporting User Guide, Release 10.5(1)
Filter Data in a Report
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Filter Data in a Report

Filter Data in a Report

Types of Filters

You can choose between two filter types: Basic Filters and Advanced Filters.

  • Basic Filters—The Basic Filters tab allows you to filter report data based on the key criteria fields defined for a report. For more information about configuring a date range filter, value list or collection filters, see the following:
  • Advanced Filters—The Advanced Filters tab allows you to filter report data for all the fields that are available in the report. For more information about configuring a filter for a plain text or a decimal field, see the following:

    Note


    See the Cisco Unified Intelligence Center Report Customization Guide for more information about how to apply filter criteria for new filters to suit individual needs.


Configure a Date Range Filter

Basic Filters Tab is used to configure the date range filter.


Note


Date range filter is not applicable for Real-time and Live Data reports.
Figure 1. Date Range Filter



Procedure
    Step 1   To view the Filter page, click a report.
    Step 2   Select the type of date range. The available options are:
    • Relative Date Range--The options available here are predefined. Using the Relative Date Range drop-down list, 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--Click the calendar icon to select the Start Date 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.
    • Check the Only show results that are within a specific time period check box if you want to view data that is available during specific periods of time. This time interval will be applied to each day that you select in the previous step. The default time interval is 12:00 a.m to 11:59 p.m.
    Note   

    This option is available only if the time interval that you selected in Step 1 spans more than a day.

    This option is also not available for reports that are based on the query type Anonymous Block. For more information about query types, see the Cisco Unified Intelligence Center Report Customization Guide available here: http:/​/​www.cisco.com/​en/​US/​products/​ps9755/​products_​user_​guide_​list.html.

    Step 3   Click Run.

    Configure a Value List or Collection Filter

    Basic Filters Tab is used to configure the date range filter value lists or collections. A collection is a pre-configured group of values.


    Note


    Refresh List is enabled in the Filter page only if the user has permissions to the key criteria fields.
    Figure 2. Collection Filter



    Procedure
      Step 1   To view the Filter page, click a report.
      Step 2   Select the collection or value list from the Choose Collection or Choose Value List box.
      Tip    Search for a value or collection using the Search box.

      The items in the collection or value list appear in the Available list.

      Step 3   Select an item from the Available list and move it to the Selected list.
      Step 4   You can repeat the search and add to the list of the selected items. You can also multi-select collections or values.
      Step 5   Click Run.

      Configure Advanced Filters

      You can use Advanced Filters Tab to filter on any field in the report. Based on the field type (date, numeric or string), different operators are available. For example, you may filter on calls in queue for greater then 2 minutes, or on all agents in the hold state to filter out the less important information.


      Note


      You can perform the same procedure to filter a plain text or a decimal field.


      Figure 3. Advanced Filters



      Procedure
        Step 1   To view the Filter page, generate a report, and then click Filter. To view the Advanced Filters, select the Advanced Filters tab.
        Step 2   Select a field.
        Step 3   Click Edit to indicate any value or a filtered value.
        Step 4   Select Filter according to the following criteria. 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 5   Using the Operator drop-down list, select the criteria.
        Note   

        If you select Matches the pattern operator, you can use any Microsoft SQL wildcard pattern to filter the data. The wildcard character % is added to the beginning and end of every string that is used to filter the data.

        Step 6   In the Value field, enter a value against which the data in the field will be filtered.
        Step 7   Click Run.