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Cisco Unified Contact Center Enterprise Reporting User Guide, Release 11.0(2)

Bias-Free Language

The documentation set for this product strives to use bias-free language. For the purposes of this documentation set, bias-free is defined as language that does not imply discrimination based on age, disability, gender, racial identity, ethnic identity, sexual orientation, socioeconomic status, and intersectionality. Exceptions may be present in the documentation due to language that is hardcoded in the user interfaces of the product software, language used based on RFP documentation, or language that is used by a referenced third-party product. Learn more about how Cisco is using Inclusive Language.

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Book Title

Cisco Unified Contact Center Enterprise Reporting User Guide, Release 11.0(2)

Chapter Title

Filter Data

Results

Updated:
December 11, 2015

Chapter: Filter Data

Filter Data

Filters in a Report

Report filters in Unified Intelligence Center are used to present selective data. Use the Filter page to both define and restrict the data that will populate the report.

There are two ways to view the Filter page.

  • Before the report is generated—In the Reports section, right-click the report and click Run. Do this to refine the default filter values before generating the report.


    Note

    You do not see the filter page if the report designer selected Bypass Filter on the Report Editor page. For more information about filters, see the Cisco Unified Intelligence Center Report Customization Guide available here: http:/​/​www.cisco.com/​en/​US/​products/​ps9755/​products_​user_​guide_​list.html.

  • After the report is generated—In the Report Viewer, click the Filter button of the generated report. Do this to refine the filter values for a generated 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 that are 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 Configure Advanced Filters.


Note

For more information about how to apply filter criteria for new filters to meet individual needs, see Cisco Unified Intelligence Center Report Customization Guide at http:/​/​www.cisco.com/​c/​en/​us/​support/​customer-collaboration/​unified-intelligence-center/​products-user-guide-list.html.

Configure a Date Range Filter

Use the Basic Filters tab 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   Click a report to view the Filter page.
    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 the Only show results that are within a specific time period check box to check or uncheck days. By default, all days of the week are checked. This check box appears only 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 the Only show results that are within a specific time period check box 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 the Only show results that are on certain days of the week check box 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 is applied to each day that you select above. The default time interval is 12:00 a.m to 11:59 p.m.
    Note   

    The option to select certain days of the week will be available only if the time interval spans more than a day.

    This option is 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 at http:/​/​www.cisco.com/​en/​US/​products/​ps9755/​products_​user_​guide_​list.html.

    Step 3   Click Run.

    Configure a Value List or Collection Filter

    Use the Basic Filters tab to configure the date range filter value lists or collections. A collection is a preconfigured group of values.

    Figure 2. Collection Filter



    Procedure
      Step 1   Click a report to view the Filter page.
      Step 2   Choose the collection or values from the Choose Collection or Choose Value List field.
      Tip    Search for a value or collection using the Search field.

      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 selected items. You can also select multiple collections or values.
      Step 5   Click Run.

      Configure Advanced Filters

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


      Note

      • You can use advanced filters in reports based on SQL Query only.

      • Advanced filters can be used to filter a plain text or a decimal field based on field type.

      Figure 3. Advanced Filters



      Procedure
        Step 1   Generate a report and then click Filter to view the Filter page. 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 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 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 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 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.

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