ob reporting user guide
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COPYRIGHT
Copyright 2008 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
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statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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USER GUIDE
SAP BCM REPORTING
18.11.2008
1. Introduction ....................................................................................................................................................... 1
1.1. About this software.................................................................................................................. 1
1.2. About this guide ...................................................................................................................... 1
1.3. Conventions............................................................................................................................. 1
2. User interface..................................................................................................................................................... 3
3. Outbound Monitoring ....................................................................................................................................... 5
3.1. Starting Monitoring ................................................................................................................. 5
3.2. Viewing several campaigns ..................................................................................................... 5
3.3. Viewing one campaign ............................................................................................................ 6
3.4. Viewing agents ........................................................................................................................ 6
3.5. Fields in campaign list............................................................................................................. 8
3.6. Fields in agent list.................................................................................................................... 9
4. Outbound Reporting ....................................................................................................................................... 11
4.1. Recalls ................................................................................................................................... 12
4.2. Campaign............................................................................................................................... 12
4.3. Campaign/agent..................................................................................................................... 13
4.4. Calls ....................................................................................................................................... 14
4.5. Calls/agent ............................................................................................................................. 15
4.6. Call results ............................................................................................................................. 16
4.7. Call results/agent ................................................................................................................... 18
4.8. Script...................................................................................................................................... 19
4.9. Scripts/agent .......................................................................................................................... 20
5. Glossary............................................................................................................................................................ 23
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USER GUIDE1. INTRODUCTION
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1. INTRODUCTION
1.1. ABOUT THIS SOFTWARE
This guide describes how to use the SAP BCM Outbound Monitoring and Reporting application.
Administrators create and run call campaigns in the CPM Administratorapplication, see the CPM
Administrator Guide document, and end users (the outbound call center agents) execute them using
the Outbound Desktop (OB Desktop) application, see the Outbound Desktop User Guide document.
NOTE: The appropriate SQL job must be enabled before the Outbound Monitoring and Reporting application can beused.
Some of the functions described in this guide may not be implemented in your system, or you maynot have permission to use some of the functions. Furthermore, your system may include separately
implemented customer-specific features that this guide does not cover. Contact the supplier or
administrator for more information.
NOTE: You may need to change your password due to password policies. Log on to one of the following applicationsto change it: Communication Desktop, System AdministratororUser Administrator.
CAUTION: The software users (service providers and end-users) are fully responsible for ensuring that the servicesprovided using this software do not violate or are not used in contravention of local legislation. The software users must
acknowledge that the software collects identification data for enabling the services and their invoicing, security andtroubleshooting, protecting the services against misuse and misappropriation, and further improvement of the software
and services, and they must assume full responsibility for the use of the collected data.
1.2. ABOUT THIS GUIDE
This guide is divided into the following main sections:
2. User interface (page 3)
3. Outbound Monitoring (page 5)
4. Outbound Reporting (page 11)
5. Glossary (page 23)
1.3. CONVENTIONS
ITEM MARKING EXAMPLE
Proper nouns Italic Microsoft Windows
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CAUTION: This is an important caution.
NOTE: This is a necessary note.
HINT: This is a helpful hint.
Various user interface items (such
as buttons, menus, submenus,
dialog windows, tabs, and sheets)
Italic Click the Update button.
Select Start > Programs > Internet Explorer.
Paths and directories Italic By default the file is located in the following
directory: C:\Documents.
Values and variables Italic Replace thexyz value with the 123 value.
Code examples Courier font run if xyz = 123
Some functions Bold You can use the Find and replace function for
searching items.
Terminology Bold italic By defaultclicking refers to the left mouse
button.
ITEM MARKING EXAMPLE
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USER GUIDE2. USER INTERFACE
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2. USER INTERFACE
The initial view appears when you log in the application. It is used for selecting an appropriate
report.
The menu bar is always enabled and has the following menu functions:
File
Reload=> Refreshes the user interface. The application returns to the initial view.
Print=> Opens the standardMicrosoft Windows dialog window for selecting the
printer and printing out the displayed report.
Exit=> Closes the application and logs you out.
Help
Help topics => Opens the list of all available BCNM user guides. They are deliveredwith the software in the PDF format.
About=> Displays the name and version number of the application.
On the left side frame there is a list of available standard reports. Click the desired option to display
the monitoring or reporting view.
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USER GUIDE3. OUTBOUND MONITORING
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3. OUTBOUND MONITORING
The application is used for on-line monitoring the call campaigns run with the Outbound
application. The monitoring data is updated from the database on-line (in other words, with a shortdelay of approximately one minute). Contact the supplier for information about the related database
tables.
This section describes the following functions and issues:
3.2. Viewing several campaigns (page 5)
3.3. Viewing one campaign (page 6)
3.4. Viewing agents (page 6)
3.5. Fields in campaign list (page 8)
3.6. Fields in agent list (page 9)
3.1. STARTING MONITORING
Select theMonitoring option to monitor currently on-going campaigns and agents in them.
3.2. VIEWING SEVERAL CAMPAIGNS
When theMonitoring option is selected, a list of campaigns is displayed and theActive or modified
campaigns checkbox is selected. The list includes active campaigns and campaigns modified during
the last day, for example when the campaign status has been changed.
To select more specific list of campaigns, use the following filters:
Check theLogged in checkbox to display the campaigns with logged-in agents, only.
Write the filtering criteria for the campaign name into the upper empty field. The wildcards ?
(one character) and * (any number of characters) can be used.
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USER GUIDE3.3. VIEWING ONE CAMPAIGN
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If there are several campaigns on the list, 50 items are displayed at a time. Select the desired page at
the bottom of the list:
3.3. VIEWING ONE CAMPAIGN
Click the desired campaigns name in the campaign list to display one campaign only. The agents
logged in the campaign are displayed as explained in the section 3.4. Viewing agents (page 6)
below.
To return to the campaign list, check theActive or modified campaigns checkbox.
3.4. VIEWING AGENTS
When only one campaign is selected, the list of its agents is displayed automatically. To display the
list of agents from several campaigns, check the From all campaigns checkbox.
To select more specific lists of agents, use the following filters:
Check theLogged in checkbox to display the logged-in agents, only.
Select the point of time for monitoring
Today (the default value) = > Displays the agent information of the campaign in the
current day.
Yesterday => Displays the agent information of the campaign of the previous day until
the midnight.
* => Displays the agent information of the entire campaign until current moment.
Write the filtering criteria for theAgentfield (agents user id) to the lower empty field. For
example, the wildcards ? (one character) and * (any number of characters) can be used.
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USER GUIDE3.4. VIEWING AGENTS
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If theAgentfield is empty, the row refers to the dialer.
When viewing agents, if there are more than 20 campaigns and agents, each list displays 20 items at
a time. Select the desired page from the bottom of the list:
Rearranging campaign and agent lists
The campaigns and agents are listed in the alphabetical order. The list can be rearranged by any
column title in the ascending/descending order by clicking the column title once or twice:
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USER GUIDE3.5. FIELDS IN CAMPAIGN LIST
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Displaying average values
The information in the Waiting, Preview, Calling, Talkand Wrap fields is by default the sum of the
monitored time periods. If you want to see the average value per call, check theAverage time per
call checkbox. The selection is indicated by the italics in the column titles:
3.5. FIELDS IN CAMPAIGN LIST
Click theLegendlink to display the explanations of the abbreviations.
Campaign related fields
Name => Name of the campaign
Status => The campaign status can be one of the following:
Passive => The campaign has not been activated. Active => The campaign is currently going on. If the campaign is active and there is at
least one agent logged in, the status is indicated with the yellow color.
Handled=> All customer contacts planned for a campaign have been carried out. The
status is indicated with the green color.
Invalid=> The campaign cannot be run because of a technical failure. The status is
indicated with the red color.
Expired=> The set campaign ending time has passed.
Dialer status => The status of the dialer can be one of the following:
OPEN=> The campaign is going on, the dialer is able to fetch contact information
from the database. CLOSING => The campaign is being closed.
COMPLETED => The dialer has called all contacts.
PASSIVE => The campaign has been inactivated in the database.
SUSPEND => The campaign is temporarily suspended according to the schedule.
EXPIRED => The set campaign ending time has passed.
SHUTDOWN => The campaign is closed.
Campaign closing in Sytel => The campaign has been closed in the integrated dialer.
Retries (R) => Maximum number of trials to reach a customer.
Start=> The starting time and day.
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USER GUIDE3.6. FIELDS IN AGENT LIST
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End=> The ending time and day.
Agent related fields:
Logged in (L) => Number of agents who are logged in the monitored campaign.
Paused (O) => Number of agents who are logged in but are having a pause.
Waiting (I) => Number of agents who are logged in and are waiting for calls.
Preview (P) => Number of agents previewing the customer information.
Calling (C) => Number of agents making phone calls at the moment.
Talking (T) => Number of agents talking with a customer at the moment.
Wrap (W) => Number of agents making notes after a customer contact.
Calls by active agents (#) => Total number of calls made by the agents who have been active
during the monitoring period.
Customer related fields:
Handled=> Number of customers who have been contacted and handled.
Total => Total number of planned customer contacts in a campaign.
Handled % => Percentage of handled customers contacts of the total contacts
Not handled (N) => Number of customers who have not been contacted and handled yet.
Future calls (S) => Number of calls that have been scheduled in the OB tool, for example
when the customer has not been available at the first contact.
In dialer (D) => Number of customers who are currently being handled by the integrated
dialer.
Max retries (M) => Number of customers who have been unsuccessfully contacted the
allowed maximum of times (R value).
Filtered (F) => Number of customers who are not called because the campaign filter prevents
that.
3.6. FIELDS IN AGENT LIST
Campaign => The name of the campaign.
Agent=> The agent id.
Name => The agents name.
Status => The agents status. The agent status is also indicated by the background color of the
corresponding column:
Logged out=> the Status field is grey
Pause => red
Waiting => red
Preview => turquoise
Call => pink
Talk=> green
Wrap => yellow
Logged in => Sum of the time periods the agent has been logged in into the current campaign.
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Paused=> Sum of the time periods the agent has been having a pause.
Waiting => Sum/average of the time periods the agent has been waiting.
Preview => Sum/average of the time periods the agent has been previewing.
Calling => Sum/average of the time periods when the agent has called but the customer hasnot answered yet.
Talk=> Sum/average of the time periods the agent has been talking.
Wrap => Sum/average of the time periods the agent has been doing wrap up after the call.
Handled=> Number of handled customers.
Calls => Number of calls.
Successful => Number of the calls with SUCCESS or REFUSAL result, i.e the intended
person has been contacted successfully.
Sales => Number of the successful calls that result to the monetary transaction. A special
feature not available in the basic version.
Amount=> Amount of money transacted. A special feature not available in the basic version.
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USER GUIDE4. OUTBOUND REPORTING
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4. OUTBOUND REPORTING
The application includes the following reports:
4.1. Recalls (page 12)
4.2. Campaign (page 12)
4.3. Campaign/agent (page 13)
4.4. Calls (page 14)
4.5. Calls/agent (page 15)
4.6. Call results (page 16)
4.7. Call results/agent (page 18)
4.8. Script (page 19)
4.9. Scripts/agent (page 20)
COMMON FIELDS AND FUNCTIONS
Most reports include the following common fields and functions:
Start date between YYYY-MM-DD and YYYY-MM-DD => The time range for the starting date
for the campaign that are included in the report.
Campaign drop-down menu => Selects the campaign(s) you want to include in the report.
Orderdrop-down menu and ascending/descending radio buttons => The sorting criterion and
order.
Search (button) => Executes the search and creates the report according to the criteria. Export(button) => Transfers the report contents to theMicrosoft Excel application for further
processing.
Reset(button) => Returns the search criteria to their default values.
Date (check box) => If this option is selected, the report displays the dates.
Campaign (check box) => If this option is selected, the report displays the campaign names.
Some reports include also the following functions for defining the search criteria:
Group => Selects the user group you want to include in the report.
Agent=> Lists all agents in the selected user group and selects the desired agent for the
report.
Typed answers => Excludes or includes the manually entered free-form answers in the search
results in the Scriptand Script/agentreports.
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USER GUIDE4.1. RECALLS
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4.1. RECALLS
The report displays the list of campaigns which match the selected search criteria. The common
fields and functions are described in the section Common fields and functions (page 11).
The report displays the following information:
Agent=> The agent who made the recall request, or empty if the recall is common.
Date => Date and time values for the requested recall time.
Campaign => Campaign name.
Customer=> Customer id.
Classifier=> The classifier given for recall request
Remarks => Notes written by the agent who requested the recall. The remark is always started
with the textRECALL YYYYMMDD HH:MM:SS, but it is not displayed in this view.
4.2. CAMPAIGN
The report displays the campaigns which match the selected search criteria. The common fields and
functions are described in the section Common fields and functions (page 11).
The report displays the following information:
Date
Campaign
Customer
Handled=> Number of customers who have been contacted and handled.
Total number of customers (Tot.)
Percentage of handled customers
Not handled (N) => Number of customers who have not been contacted and handled
yet.
Future calls (S) => Number of calls that have been scheduled in the OB tool, for
example when the customer has not been available at the first contact.
In dialer (D) => Number of customers who are currently being handled by the
integrated dialer.
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USER GUIDE4.3. CAMPAIGN/AGENT
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Max retries (M) => Number of customers who have been unsuccessfully contacted the
allowed maximum of times (R value).
Calls => Total number of calls (successful and failed) made during the campaign.
4.3. CAMPAIGN/AGENT
The report displays the campaigns which are related to a specific agent and match the selected
search criteria. The common fields and functions are described in the section Common fields and
functions (page 11).
The report displays the following information:
Agent
Date
Campaign
Customer
Handl. => Number of customers who have been contacted and handled. Percentage of handled customers
Tot. => number of customers
Calls => Total number of calls (successful and failed)
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USER GUIDE4.4. CALLS
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4.4. CALLS
The report displays the calls which match the selected search criteria. The common fields and
functions are described in the section Common fields and functions (page 11).
The report displays the following information:
Date
Campaign
Calls
Successful => Agents have reached and handled the customers related to these calls.
Failed=> Agents have not reached or handled the customers related to these calls.
Durations
Logged in => Total serving time in a campaign (counted from the agent statistic).
Waiting => Total waiting time in a campaign (counted from agent statistic).
Calls => Time used for calling and waiting.
Talk=> Time used for the contact.
Preview => Time used for previewing the campaign.
Wrap => Time used for notifying and classifying the contact.
Talking ratio => Ratio of the TalkandLogged in times.
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USER GUIDE4.5. CALLS/AGENT
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4.5. CALLS/AGENT
The report displays the calls which are related to a specific agent and match the selected search
criteria. The fields and functions are described in the section Common fields and functions (page11).
The report displays the following information:
Agent
Date
Campaign
Calls
Successful => Agents have reached and handled the customers related to these calls.
Failed=> Agents have not reached or handled the customers related to these calls.
Durations
Logged in => Total serving time in a campaign (counted from the agent statistic).
Waiting => Total waiting time in a campaign (counted from agent statistic).
Call => Time used for calling.
Talk=> Time used for the contact.
Preview => Time used for previewing the campaign.
Wrap => Time used for notifying and classifying the contact.
Talking ratio => Ratio of the TalkandLogged in times.
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USER GUIDE4.6. CALL RESULTS
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4.6. CALL RESULTS
The report displays the call results which match the selected search criteria. The common fields and
functions are described in the section Common fields and functions (page 11).
The report displays the following information:
Date
Campaign
Call results => Can be one of the following alternatives:
Call is a successful one in reporting when the call result is either SUCCESSFUL or
REFUSAL, meaning that the correct customer was contacted.
RECALL => The agent has made a recall at certain date/time.
BUSY/BUSY_FORWARD/NOANSWER/NOANSWER_FORWARD/
ANSWERING_MACHINE/TEMPORARY_FAILURE/OPER_FAILURE/
ABANDONED/SKIP/OPER_LOGOUT/SCHEDULE/CONNECTED => The customer
will be called again until the call count exceeds the campaignsRetryCountvalue.
SUCCESSFUL/REFUSAL/CONGESTION/BADADDRESS/INVALID_NUMBER/
BARRED/HANGUP/BLOCKED_NUMBER/FAX/MODEM/POSITIVE_VOICE/
SILENCE/SIT/NO_ROUTE/CTI_CODE_=>The customer will not be called again, in
other words. the customer is handled. For the CTI code explanations, see the table
Table 4-1: CTI codes (page 17).
Classifier=> The displayed text value of the selected classifier.
Calls => Total number of calls.
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USER GUIDE4.6. CALL RESULTS
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Table 4-1: CTI codes
If a call is rejected for an unknown cause, a message CTI_CODE_XXis displayed, whereXXis one
of the codes below.
CTI CODE DESCRIPTION
1 Unallocated (unassigned) number
2 No route to specified transit network
3 No route to destination
6 Channel unacceptable
7 Call awarded and being delivered in an established channel
16 Temporary failure
17 User busy
18 No user responding
19 No answer from user (user alerted)
21 Call Rejected
22 Number changed
26 Non selected user clearing
27 Destination out of order
28 Invalid number format
29 Facility rejected
30 Response to status enquiry
31 Normal, unspecified
34 No circuit/channel available
38 Network out of order
41 Temporary failure
42 Switching equipment congestion
43 Access information discarded
44 Requested circuit/channel not available
47 Resources unavailable, unspecified
49 Quality of service unavailable50 Requested facility not subscribed
57 Bearer capability not authorized
58 Bearer capability not presently available
63 Service or option not available, unspecified
65 Bearer capability not implemented
66 Channel type not implemented
69 Requested facility not implemented
70 Only restricted digital information bearer capability is available
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USER GUIDE4.7. CALL RESULTS/AGENT
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4.7. CALL RESULTS/AGENT
The report displays the call results which are related to a specific agent and match the selected
search criteria. The common fields and functions are described in the section Common fields and
functions (page 11).
The report displays the following information:
Agent
Date
Campaign
Call results => Can be one of the following alternatives:
Call is a successful one in reporting when the call result is either SUCCESSFUL or
REFUSAL, meaning that the correct customer was contacted.
RECALL => The agent has made a recall at certain date/time.
BUSY/BUSY_FORWARD/NOANSWER/NOANSWER_FORWARD/
ANSWERING_MACHINE/TEMPORARY_FAILURE/OPER_FAILURE/ABANDONED/
SKIP/OPER_LOGOUT/SCHEDULE/CONNECTED=> The customer will be called
again until the call count exceeds the campaignsRetryCountvalue.
79 Service or option not implemented, unspecified
81 Invalid call reference value
82 Identified channel does not exist
83 A suspended call exists, but this call identity does not
84 Call identity in use
85 No call suspended
86 Call having the requested call identity has been cleared
88 Incompatible destination
91 Invalid transit network selection
95 Invalid message, unspecified
96 Mandatory information element is missing97 Message type nonexistent or not implemented
98 Message not compatible with call state or message type nonexistent or not
implemented
99 Information element nonexistent or not implemented
100 Invalid information element contents
101 Message not compatible with call state
102 Recovery on timer expiry
111 Protocol error, unspecified
127 Interworking, unspecified
CTI CODE DESCRIPTION
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USER GUIDE4.8. SCRIPT
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SUCCESSFUL/REFUSAL/CONGESTION/BADADDRESS/INVALID_NUMBER/
BARRED/HANGUP/BLOCKED_NUMBER/FAX/MODEM/POSITIVE_VOICE/
SILENCE/SIT/NO_ROUTE/CTI_CODE_=>The customer will not be called again, in
other words, the customer is handled. For the CTI code explanations, see the table
Table 4-1: CTI codes (page 17).
Classifier=> The displayed text value of the selected classifier.
Calls => Total number of calls
4.8. SCRIPT
The report displays the scripts which match the selected search criteria. The common fields and
functions are described in the section Common fields and functions (page 11).
The report displays the following information:
Date Campaign
Script name => The name of the questionnaire used in the campaign.
Question ID => Number or other ID of the question.
Answer value => Selected alternative or written answer.
Calls => Total number of calls
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USER GUIDE4.9. SCRIPTS/AGENT
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4.9. SCRIPTS/AGENT
The report displays the scripts which are related to a specific agent and match the selected search
criteria. The common fields and functions are described in the section Common fields and
functions (page 11).
The report displays the following information:
Agent
Date
Campaign Script name => The name of the questionnaire used in the campaign.
Question ID => Number or other ID of the question.
Answer value => Selected alternative or written answer.
Calls => Total number of calls
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USER GUIDE4.9. SCRIPTS/AGENT
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USER GUIDE4.9. SCRIPTS/AGENT
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USER GUIDE5. GLOSSARY
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5. GLOSSARY
ABBREVIATION (TERM) DESCRIPTION OR SYNONYM
3G (third generation) A level of development related to wireless technologies. Thepreceding levels were 1G (included analog standards such as
FDMA and NMT), 2G (included digital standards such as CDMA
and GSM), and 2.5G (included the packet-based GPRS standard).
The 3G standards include UMTS (based on GSM) and WCDMA
(based on CDMA).
A number The number where the call or message comes from (the callers
number or the source number).
Absence A status in the PRS system when a user is away or not available
and cannot be reached.
ADS (Active Director Synchronizer) A service that transfers user accounts from Active Directory to theCEM database.
Agent A user who handles queue calls and interacts with customers.
Usually related to contact centers.
APO (Access Point) One of the databases in the Reporting system, works as an access
point for operative SQL databases and controls the DTE job.
ASP (application service provider) An enterprise that provides other enterprises or individuals remote
access to application programs and services over theInternet.
Attended transfer A call is transferred to another number only after the person it is
transferred to answers the phone. The call is put on hold
automatically, and you can release it and continue if the other partydoes not answer. Compare to the blind transfer method.
Auto-allocation mode The call queue mode where you automatically get the next inbound
call from the queues in which you are currently serving as an
agent. The call is offered to one agent at a time. Compare to the
hunt group mode.
Availability information Indicates whether a user is absent or present. Related to PRS
profiles.
B number The target of the call or message (the destination number).
Blind transfer A call is transferred to another number without you knowing
whether the other party answers or not. Compare to the attended
transfer method.
Bridge (H.323 or SIP) A core module for connecting the registered terminal devices and
the gateways to the CD core module.
C number The target of the call which is forwarded from the B number.
Campaign Defines the contents of the outbound call set (such as the
customers, scripts and special rules) in the Outbound Desktop
application.
CD (Call Dispatcher) The core module for low-level call handling.
CDT (Communication Desktop) An end user application for enterprise telephony systems and
contact center operations.
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CEM (Contact Event Manager) The core module for top-level call handling.
CEM database The system database for call handling.
Chat,chatting Real-time communication between users using computing devices.
Chat Server, Chat Portal Server Server components that must be installed in the system if the chat
channel is used.
ClientCom The communication interface between the client-level
applications.
CMC (Communication Mobile Client) An end user application for mobile phone users.
Codec (coder/decoder) A module which combines analog-to-digital and digital-to-analog
conversion.
Company An external customer or an internal employer in the CPM
database. Contacts are always linked to one or more companies.Connection Server (CoS) A mandatory server component that carries out communication to
the end-user interfaces CDT and CMC via a TLS-secured
connection.
Contact An external customer or an internal employee in the CPM
database. When internal user accounts are transferred from the
CEM database to the CPM database, they are interpreted as
contacts. Contacts are always linked to one or more companies.
CPM (Contact Process Manager)
database
The system database for managing customer information and
activities (such as tasks).
CPM Administrator An administration application related to the CPM database andpredefined outbound call campaigns.
CT Outlook (Communication Toolbar for
MS Outlook)
An extension application which makes it possible to use some
telephony and availability functions in theMS Office Outlook
application.
CTM (Communication Task Management) An end user application related to task management. It is also used
for creating and maintaining customer data and personal segments.
Customer In the CPM database: an external company or contact. In the ASP
system model: a separate subsystem.
Customizer, customizing file A text file in the CEM server which contains dedicated customer-
specific values.
Data Collector A server component that collects reporting and monitoring data.
Required ifReporting or Online Monitoring applications are used.
DB, db (database) A collection of information which is organized by using predefined
rules.
Dialer A module that controls the outbound call sequence, timing and
agent assignment in the Outbound Desktop application.
Directory Either a CEM directory defined in the System Administrator
application, or a segment which is displayed as a contact directory
in the Communication Desktop (CDT) application.
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DSArea (Data Staging Area) One of the databases in the DTE. Related to theReporting
application.
DTE (Data Transformation Engineer) A tool that runs the transformation process in theReporting
application.
DTMF (dual tone multi-frequency) The signals you generate by pressing the keypad of a traditional
phone.
DW (Data warehouse) Information organised in datamarts for effective on-line search.
Related to theReporting application.
E-mail channel The queue type which is used for receiving and handling e-mail
messages.
External agent A user who is logged into the software from an external number
(mobile or fixed). External agents serve in queues remotely.
ETC (External Terminal Controller) A core module that translates the protocol used with desk phones
into a protocol used with softphones. This enables that certain
CDT functions such as PRS can be used with the desk phones as
well.
FBR (Federation Bridge) A core module for interconnecting several BCM systems. Used in
ASP systems.
GK (gatekeeper) (H.323 or SIP) A core module for registering the terminal devices to the CD core
module.
GUI (graphical user interface) The graphical interface for human-computer interaction (HCI).
GUIs make it easier to use the software applications compared to
command-based interfaces.
GW (gateway) (H.323 or SIP) An external module for connecting the system to an external
network (usually to the PSTN network).
H.323, H323 A standard protocol for audio, video, data, internet phone, and
VoIP transmissions.
HA (high availability) A system or module which is operational also when uncontrolled
interruptions occur.
HAC (High-Availability Controller) An infrastructure application that ensures one of the redundant
virtual unit instances is running all the time.
History Database Database for saving data forReporting and Online Monitoring
applications. It is installed automatically when the CEM Databaseor Reporting Database is installed.
Hunt group mode The call queue mode where you can pick an inbound call from the
queues in which you are currently serving at as an agent. The call
is offered simultaneously to all agents who are logged into the
queue. Compare to auto-allocation mode.
IA (Infrastructure Administrator) An administration application for creating the system model, and
starting and stopping all components of the system.
IAP (Internet Access Point) The connection server through which the CMC application
connects to the internet.
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IIS (Internet Information Server) AMicrosoftserver product which is used for various web-related
tasks, such as managing services and sharing information.
IM (instant message) A short messages sent and delivered using the Communication
Desktop (CDT) application internally in a BCM system.
Inbound Incoming (contact events).
Internal Web Services (IWS) A core server component required for the communication process.
IP (Internet Protocol) The method and technology for sending data between computers
on theInternet.
IP phone A telephone based on IP technology.
IVR (Interactive Voice Response ) A system which supports interaction between the caller and the
system. For example, the caller may hear a prerecorded prompt
which instructs them to enter data with the phone keypad.
LAN (local area network) A group of computing devices which are used over a shared data
line within a limited geographical area.
MCTABUFF The core module required for ClientCom integrations and the task
management integration. ThisActiveXcomponent is installed on a
client workstation.
Mobile phone A cellular telephone.
MRS (Media Routing Server) The core module for playing prompt files. It also converts the RTP
stream into a WAV file when a caller leaves a voicemail message.
MSI The file format forMicrosoft Windows Installerpackages.
MTD (Multiterminal Desktop) Functions for defining multiple terminal devices for receivinginbound calls, and for selecting which one of the devices is used
when making outbound calls. Used in the Communication Desktop
(CDT) application.
NAT (Network Address Translation) An IP address used in one network (the inside network) is
translated to a different IP address known in another network (the
outside network). Often involves address mapping and firewall
configuration to improve security.
OB Desktop (Outbound Desktop) An end user application related to predefined outbound call
campaigns.
OLAP On-line analytical processing. Related to theReporting
application.
OPER_DIR The default queue for passing personal inbound calls within the
BCM system
Outbound Outgoing (contact events).
PBX (private branch exchange) A traditional corporate telephone system which usually includes
switchboard hardware.
PDC (Predictive Dialing Controller) A CEM module which runs the outbound campaigns. Used in the
Outbound Desktop application.
Person An external individual in the CPM database. Persons are not
connected to companies and are usually private persons.
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POP (point-of-presence) An internet access point which has a unique IP address and
provides access to the rest of theInternet.
Presence A status in the PRS system when a user is free and can be reached.
Prompt An audio message file in the WAV format.
PRS (Personal Reachability Services) Functions related to the availability information. The selected PRS
profile tells other users if you are available or not. Used in the
Communication Desktop (CDT) application and Communication
Mobile Client(CMC) application.
PRS profile An absence, presence or conference profile which defines how
inbound calls are handled when an appropriate profile is selected.
PSTN (public switched telephone
network)
The collection of interconnected public telephone networks and
systems.
Queue routing The rules for offering calls to the agents who are serving in the
queues in the auto-allocation mode.
R number The term used for the original external source number (the A
number) in the following special case: the system is configured to
display the original number even if the call has been forwarded
within the system before it is finally forwarded to another external
number. Normally the system displays the personal extension
number or the queue number as the source number.
Reporting An application using data warehouse technology for effective
reporting.
Reporting Database Database for saving data forReporting application.
RTP (Real-time Transport Protocol) A standard protocol for audio, video, data, internet phone, and
VoIP transmissions.
SBR (skill-based routing) A queue routing method in the software. The software offers calls
to the agents who are most suited to take the call.
Segment A target group which is created in the CPM database and displayed
as a directory in the CDT or CMC application. It contains persons,
contacts, and companies. Segments may be company-wide
(created in the CPM Administratorapplication) or personal
(created in the CDT or CTM application).
SIP (Session Initiation Protocol) A standard protocol for audio, video, data, internet phone, andVoIP transmissions.
SMS (short message service) The method for delivering short messages to mobile phones.
SOAP (Simple Object Access Protocol) The method which allows an exchange of data between
applications running on different platforms.
SQL (Structured Query Language) A programming language used for database queries and updates.
May also refer to a database server or program.
SRTP (Secure RTP) Configuration that uses encryption in the RTP signaling.
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SSR (Server-side Recording) Configuration where the recorded files are saved on the server,
instead of the client workstation. Enables that recording can be
used for desk phones as well.
Superior-assistant A role related to special queue functions.
Switchboard Traditionally hardware (a telephone routing table) for routing and
connecting calls to other users.
System Administrator An administration application related to the system data and
configuration.
TAPI (Telephony Application
Programming Interface)
A programming interface which allows you to make telephone and
video calls using computers.
TCP/IP (Transmission Control Protocol/
Internet Protocol)
A method and language for sending data between computers on the
Internet.
Terminal The core module required for the phone functions in the
Communication Desktop (CDT) application. ThisActiveX
component is installed on a client workstation.
User Administrator An administration application where user accounts and their rights
are created and maintained.
ABBREVIATION (TERM) DESCRIPTION OR SYNONYM