240
edits
Changes
From All n One's bxp software Wixi
no edit summary
! Snapshot
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| 1 || Dashboards - Default Holding Message || HTML || . || . || . Introductory text || [[:File:Pane1. png]]
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| 2 || Work by Project This Month || FusionChart || pie3d || intTotal, strProject_Name || Linked to the time tracker module and project management module. provides a project breakdown || [[:File:Pane2. png]]
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| 3 || Hours Breakdown by Person ( This Month ) || FusionChart || pie3d || intTotal, strName || . Breakdown of hours logged by users in the time tracker module || [[:File:Pane3. png]]
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|-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || . The number of billable hours logged in time tracker || [[:File:Pane4. png]]
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| 5 || WorkingTime Button - Project Report || Button || . || . || . Links to the project management module || [[:File:Pane5. png]]
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| 6 || WorkingTime Button - Group Project Report || Button || . || . || . Link to TT project report || [[:File:Pane6. png]]
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| 7 8 || WorkingTime Button - No Hours Project Person Report || Button || . || . || . Links to a report of a users logged hours || [[:File:Pane8. png]]
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| 8 9 || WorkingTime Button - No Hours Person Report || Button || . || . || . Link to TT main menu || [[:File:Pane9. png]]
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| 9 10 || WorkingTime Button - No Hours Person Full Margin Report || Button || . || . || . Links to TT main menu || [[:File:Pane10. png]]
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| 10 11 || WorkingTime Button - Full Margin Security Group Report || Button || . || . || . Links to a report in TT showing hours breakdown by security group || [[:File:Pane11. png]]
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| 11 12 || WorkingTime Button - Security Group Report Billables Per Day Worklist || Button FusionChart || . bar2d || . intMargin, strDate || . Calculates the margin for each day and displays it in a graph || [[:File:Pane12. png]]
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| 12 13 || Worklist of Billables Per Day Worklist || FusionChart || bar2d line || intMargin, strDate || . Trend report illustrating the margin earned, data pulled from TT module || [[:File:Pane13. png]]
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| 13 14 || Worklist of Billables WorkingTime Button - Time Tracker Management || FusionChart Button || line . || intMargin, strDate . || . Link to time tracker settings || [[:File:Pane14. png]]
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| 14 15 || WorkingTime Button - Time Tracker Pricing Management || Button || . || . || . Link to the TT report by project || [[:File:Pane15. png]]
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| 15 16 || WorkingTime Button - Pricing Expenses Management || Button || . || . || . Link to the expenses manager main menu || [[:File:Pane16. png]]
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| 16 17 || WorkingTime Button - Expenses Project Management || Button || . || . || . Link to a TT report || [[:File:Pane17. png]]
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| 17 18 || WorkingTime Button - Project Person Management || Button || . || . || . Links to the HR manager module main menu || [[:File:Pane18. png]]
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| 18 19 || WorkingTime Button - Person PO Management || Button || . || . || . Links to the PO module main menu || [[:File:Pane19. png]]
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| 19 20 || WorkingTime Button - PO Security Management || Button || . || . || . Links to the SAM UAM console || [[:File:Pane20. png]]
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| 20 21 || WorkingTime Button Outbound - Security Management Outcomes count || Button FusionChart || . bar3d || . intCount, strStatus || . How many times the outcome has been used || [[:File:Pane21. png]]
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| 21 22 || Outbound - Outcomes count Records by Agent || FusionChart || bar3d pie3d || intCount, strStatus strName || . Breakdown of how many times each agent has saved a record || [[:File:Pane22. png]]
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| 22 23 || Outbound - Records Contacts by Agent Period || FusionChart || pie3d bar3d || intCount, strName strDate || . Displays the number of CCLs || [[:File:Pane23. png]]
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| 23 24 || Outbound - Contacts by Period Button - Instant Visualisation || FusionChart Button || bar3d . || intCount, strDate . || . Link to data profiling instant visualisation report || [[:File:Pane24. png]]
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| 24 25 || Outbound - Button - Instant Visualisation Data Analysis || Button || . || . || . Provides a link to the new "Instant Data Analytics" report in data profiling || [[:File:Pane25. png]]
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| 25 26 || Outbound - Button - Data Analysis Outcome Statistics || Button || . || . || . Link to the outcome breakdown report || [[:File:Pane26. png]]
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| 26 27 || Outbound - Button - Outcome Statistics Activity Report || Button || . || . || . Link to a report displaying the outcome breakdown and the AHT || [[:File:Pane27. png]]
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| 27 28 || Outbound - Button - Activity Data Report || Button || . || . || . Link to the "Data - by outcome, by time" report || [[:File:Pane28. png]]
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| 28 29 || Outbound - Button - Data Report Customised Reports || Button || . || . || . Links to a list of all customised groups || [[:File:Pane29. png]]
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| 29 30 || Outbound - Button - Customised Reports Contact Analysis || Button || . || . || . Links to a trend report showing the most popular contact times || [[:File:Pane30. png]]
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| 30 31 || Outbound - Button - Contact Analysis Activity Times || Button List || . || . intId, strName, tmeTotal || . Average activity time per user || [[:File:Pane31. png]]
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| 31 32 || Outbound - Activity Times Current Queue || List Queue || . || intId, strName, tmeTotal . || . Displays the outbound calling stack || [[:File:Pane32. png]]
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| 32 33 || Outbound - Current Queue Complete Vs. Incomplete || Queue FusionChart || . pie3d || . intTotal, strType || . breakdown of how many incomplete and complete outcomes have been used || [[:File:Pane33. png]]
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| 33 34 || Outbound - Complete Vs. Incomplete Button - Set Queue || FusionChart Button || pie3d . || intTotal, strType . || . Links to the "set the current working outcome" page || [[:File:Pane34. png]]
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| 34 35 || Outbound - Button - Set Queue Call backs || Button || . || . || . Links to the reminders for the form || [[:File:Pane35. png]]
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| 35 36 || Outbound - Button - Call backs Taken to Process || Button || . || . || . Link to a worklist of all records in progress || [[:File:Pane36. png]]
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| 36 37 || Taken to Process Outbound - Button - Load More Data || Button || . || . || . Links to the data import function in form management || [[:File:Pane37. png]]
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| 37 38 || Outbound - Button - Load More Data Manage Form || Button || . || . || . Opens up the form console || [[:File:Pane38. png]]
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| 38 39 || Outbound - Button - Manage Form Custom Groups || Button || . || . || . Link to the outbound cutomised group setup || [[:File:Pane39. png]]
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| 39 40 || Outbound - Button - Manage Custom Groups Dialler Integration || Button || . || . || . Link to the wixi on dialler integration || [[:File:Pane40. png]]
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| 40 41 || Outbound Membership - Button - Dialler Integration Member Types || Button FusionChart || . bar3d || . intTotal, strType || . Breakdown of all member types on a form, data is pulled from a membership configuration || [[:File:Pane41. png]]
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| 41 42 || Membership - Member Types Paid Unpaid || FusionChart || bar3d pie3d || intTotal, strType || . Breakdown of paid and unpaid members || [[:File:Pane42. png]]
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| 42 43 || Membership - Paid Unpaid Member Search || FusionChart HTML || pie3d . || intTotal, strType . || . search screen to search for records in the form || [[:File:Pane43. png]]
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| 43 44 || Membership - Member Search Button - Data Analysis || HTML Button || . || . || . Link to the instant data analytics report in data profiling || [[:File:Pane44. png]]
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| 44 45 || Membership - Button - Data Analysis Instant Visualisation || Button || . || . || . Link to the instant visualisations report in data profiling || [[:File:Pane45. png]]
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| 45 46 || Membership - Button - Instant Visualisation Contact Statistics || Button || . || . || . Links to the outcome breakdown and AHT info || [[:File:Pane46. png]]
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| 46 47 || Membership - Button - Contact Statistics by Team || Button || . || . || . Links to the team outbound calling report || [[:File:Pane47. png]]
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| 47 48 || Membership - Button - Contact by Team Pattern || Button || . || . || . Link to a trend report on contact times || [[:File:Pane48. png]]
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| 48 49 || Membership - Button - Contact Pattern Group Communications - SMS || Button || . || . || . Link to the SMS campaign send functionality || [[:File:Pane49. png]]
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| 49 50 || Membership - Button - Group Communications - SMS Email || Button || . || . || . Link to the email campaign send functionality || [[:File:Pane50. png]]
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| 50 51 || Membership Security - Button - Group Communications - Email Departments Breakdown || Button FusionChart || . pie2d || . intTotal, strName || . Percentage breakdown of how many users are in each department || [[:File:Pane51. png]]
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| 51 52 || Security - Departments Role Breakdown || FusionChart || pie2d || intTotal, strName || . Percentage breakdown of users assigned to each role || [[:File:Pane52. png]]
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| 52 53 || Security - Role Breakdown Lockouts || FusionChart List || pie2d || intTotalstrClient_Firstname, strName strClient_Surname, dteClient_LastLoginDateTime || . List of current locked out users || [[:File:Pane53. png]]
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| 53 54 || Security - Lockouts Last IPs || List || pie2d . || strClient_Firstname, strClient_SurnameintCount, dteClient_LastLoginDateTime strIPAddress || . List of all IPs registered and number of hits from each || [[:File:Pane54. png]]
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| 54 55 || Security - Last IPs Logins || List || . || intCountstrClient_Firstname,strIPAddress strClient_Surname, dteClient_LastLoginDateTime || . date and time of a user's last login || [[:File:Pane55. png]]
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| 55 56 || Security - Last Logins Button - User Status Report || List Button || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime . || . Links to the user status report in SAM || [[:File:Pane56. png]]
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| 56 57 || Security - Button - User Status Report Organogram || Button || . || . || . Links to the security organogram || [[:File:Pane57. png]]
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| 57 58 || Security - Button - Organogram Failed Logins || Button || . || . || . Link to the failed login report in SAM || [[:File:Pane58. png]]
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| 58 59 || Security - Button - Failed Logins IP Report || Button || . || . || . Link to the API login report in SAM || [[:File:Pane59. png]]
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| 59 60 || Security - Button - IP Report Security Events || Button || . || . || . Link to the security audit log in SAM || [[:File:Pane60. png]]
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| 60 61 || Security - Button - Security Events Master Settings || Button || . || . || . Link to basic system information || [[:File:Pane61. png]]
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| 61 62 || Security - Button - Master Settings Security Events || Button List || . || . dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments || . Displays the first few items of the system events audit trail || [[:File:Pane62. png]]
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| 62 63 || Security - Security Events New Users || List || . || dteArticleView_DateTime, strUsernamestrClient_Firstname, strArticleView_TypestrClient_Surname, strArticleView_Comments dteClient_DateCreated || . List of new users and when they were created || [[:File:Pane63. png]]
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| 63 64 || Security Prebuild - Company - New Users This Month || List Value || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated intTotal || . The number of new records in the company form || [[:File:Pane64. png]]
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| 64 65 || Prebuild - Company - New This Month Pie by Owner || Value FusionChart || . pie2d || intTotal intCount, strName || . Pie chart based on owner field || [[:File:Pane65. png]]
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| 65 66 || Prebuild - Company - Pie by Owner Geographic Region || FusionChart || pie2d || intCount, strName || . Pie chart showing breakdown of the region field || [[:File:Pane66. png]]
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| 66 67 || Prebuild - Company - Pie by Geographic Region Industry || FusionChart || pie2d || intCount, strName || . Breakdown of the industry field || [[:File:Pane67. png]]
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| 67 68 || Prebuild Company - Company Worklist - Pie by Industry My Companies || FusionChart Button || pie2d . || intCount, strName . || . Link to personal worklist of records to action || [[:File:Pane68. png]]
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| 68 69 || Company - Worklist List - My Companies Most Recent || Button List || . || . intId, strName, strLast_Modified, dteWhen || . List of the most recently added companies || [[:File:Pane69. png]]
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| 69 70 || Prebuild - Company - List Button - Most Recent Form Edit || List Button || . || intId, strName, strLast_Modified, dteWhen . || . Link to the form console || [[:File:Pane70. png]]
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| 70 71 || Prebuild - Company - Button - Form Edit Management || Button || . || . || . Link to the prebuild manager || [[:File:Pane71. png]]
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| 71 72 || Prebuild - Company - Management Button - Lookup Company || Button || . || . || . Link to search function for looking up records || [[:File:Pane72. png]]
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| 72 73 || Prebuild - Company - Button - Lookup Company GoogleMap || Button GoogleMap || . || . || . Displays a map on screen with all the companies pin pointed || [[:File:Pane73. png]]
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| 73 74 || Prebuild - Company Contact - GoogleMap New This Month || GoogleMap Value || . || . intTotal || . Raw count of new contacts || [[:File:Pane74. png]]
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| 74 75 || Prebuild - Contact - New This Month Pie by Owner || Value FusionChart || . pie2d || intTotal intCount, strName || . Breakdown of the contact owners || [[:File:Pane75. png]]
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| 75 76 || Prebuild - Contact - Pie by Owner Oldest Callbacks || FusionChart List || pie2d . || intCountstrName, dteReminder, strComment, strName dteLogged || . List of all callbacks sorted by date || [[:File:Pane76. png]]
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| 76 77 || Prebuild - Contact - Oldest Callbacks My Contacts || List Button || . || strName, dteReminder, strComment, dteLogged . || . Link to personal worklist of contact records || [[:File:Pane77. png]]
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| 77 78 || Prebuild - Contact - My Contacts Button - Lookup Contact || Button || . || . || . Link to the look up a record page for the contacts form || [[:File:Pane78. png]]
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| 78 79 || Prebuild - Contact - Button List - Lookup Contact Most Recent || Button List || . || . intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || . List of most recently added contacts || [[:File:Pane79. png]]
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| 79 80 || Prebuild - Contact - List - Most Recent Contacts this month || List FusionChart || . bar3d || intId, strFirstNameintCount, strSurname, strEmail, strOwner, dteWhen strName || . Breakdown of number of contacts added by each user || [[:File:Pane80. png]]
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| 80 81 || Prebuild - Contact Opportunity - Contacts this month Funnel || FusionChart PipeFunnel || bar3d . || intCount, strName . || . The status of each opportunity and where they are in pipeline || [[:File:Pane81. png]]
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| 81 82 || Prebuild - Opportunity - Funnel Sales History || PipeFunnel FusionChart || . line || . intTotal, strDate || . Trend line chart of the value of the opportunities || [[:File:Pane82. png]]
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| 82 83 || Prebuild - Opportunity - Sales History 90 day Score >= 75% || FusionChart List || line . || intTotal, strDate strName || . List of viable opportunities || [[:File:Pane83. png]]
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| 83 84 || Prebuild - Opportunity - 90 day Score >= 75% Soon to drop || List || . || intId, intTotal, strName , strOwner, strWhen || . List of opportunities, the soon to drop is calculated from form fields || [[:File:Pane84. png]]
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| 84 85 || Prebuild - Opportunity - Soon to drop All Opportunities || List Button || . || intId, intTotal, strName, strOwner, strWhen . || . Link to a worklist of all opportunities || [[:File:Pane85. png]]
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| 85 86 || Prebuild - Opportunity - All My Opportunities || Button || . || . || . Link to a personal worklist of opportunities || [[:File:Pane86. png]]
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| 86 87 || Prebuild Mailbox - Opportunity New Arrivals - My Opportunities Today || Button Value || . || . intCount || . Number of new emails received by day || [[:File:Pane87. png]]
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| 87 88 || Mailbox - New Arrivals - Today Longest Wait || Value || . || intCount strWait || . Longest wait for an email to be actioned || [[:File:Pane88. png]]
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| 88 89 || Prebuild - Mailbox - New Arrivals - Longest Wait Incomplete Cases || Value || . || strWait intCount || . The number of unactioned emails || [[:File:Pane89. png]]
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| 89 90 || Prebuild - Mailbox - Incomplete Cases Open Case Longest Wait || Value || . || intCount strWait || . The longest wait for an email to be actioned || [[:File:Pane90. png]]
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| 90 91 || Prebuild - Mailbox - Open Case Longest Wait Closed This Week || Value || . || strWait intCount || . How many emails have been closed since the start of the week || [[:File:Pane91. png]]
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| 91 92 || Prebuild - Mailbox - Closed This Week Button - Open Cases || Value Button || . || intCount . || . Link to all the emails that need to be actioned || [[:File:Pane92. png]]
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| 92 93 || Prebuild - Mailbox - Buttton Button - Open Cases Activity Times Last 30 Days || Button || . || . || . Link to the activity report, displays AHTs || [[:File:Pane93. png]]
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| 93 94 || Prebuild - Mailbox - Button - Activity Times Last 30 Days Lookup BEmail || Button || . || . || . Link to the form lookup screen || [[:File:Pane94. png]]
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| 94 95 || Prebuild - Mailbox - Lookup BEmail My BEmails || Button || . || . || . Link to personal worklist of bemails to action || [[:File:Pane95. png]]
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| 95 96 || Prebuild - Mailbox - My BEmails New cases opened by day || Button FusionChart || . line || . intTotal, strDate || . Trend line chart of the number of new bemails per day || [[:File:Pane96. png]]
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| 96 97 || Mailbox - Prebuild - Mailbox - New cases opened Processed by day || FusionChart || line bar3d || intTotal, strDate || . A count of how many records are processed each day || [[:File:Pane97. png]]
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