Changes

=Overview =  Data Profiling is a module that provides all the primary reporting to forms built in bxp.  This article provides a hub to be able to go explore the different types of reports.   = Background and Keywords =  '''Process'''. Any activity or set of activities that uses resources to transform inputs into outputs can be considered a process.  '''Procedure'''. A procedure outlines how to perform a process  '''Work Instructions'''. A work instruction describes how to perform a task, which is a more detailed portion of the procedure such as ''Completing a PO'' or ''Ordering supplies''.  There are a number of services which a contact centre can offer. The primary definition of the services stems from which party is doing the contact.   If a customer is contacting the centre, it is called '''inbound''' activity. If the agent is contacting the customer it is called '''outbound''' activity.  One paper based form constitutes interaction with one customer. In a computer system, that one form is called a '''record'''. If a customer calls in for a second time, you might have one record, but there would be two entries for the two '''contacts'''. Reporting Dashboardson records and contacts is very important to a contact centre. Every record will have a '''contact history''', which will list all the contacts for that record.  Data in BE is stored in a collection of database tables which can be referred to as a campaign or database but is called a '''Form''' by All n One. Every form has its own unique id known as a '''Form Id''' or '''Campaign Id'''.  '''Records''' and '''Contacts''' are known as '''CDAs''' and '''CCLs''' respectively  A form may have many '''fields''' of data. Each field can have its own user entered name. This process of naming fields is called '''field mapping'''.  The form structure includes many auto generated and managed system fields.  There are three ways of creating the contents of a CDA record* Data Entry* Importing data from a file* Transfer of data from an external source, such as a website, mobile app or another BE Form.  '''Outcomes''' are used at the end of a '''script''' to record contact which logs the CCL against the CDA.  Outcomes have a '''display category''' (complete or incomplete) and a number of other important fields including '''Report Grouping 1''' and '''Report Grouping 2'''.  bxp has an outbound contact management system which allows for distribution of records.   =Data Profiling =# Overview# == Data Profiling Options==  Data Profiling is the reporting module for all forms in bxp.  Within Data Profiling there are two different primary ways that the reports are generated: Instant – Dashboardsor Customised.  # '''Instant – reports''' are generic with fewer configuration options which allows reports to be generated quickly and with little or no configuration.  When there are a lot of configuration options, you can save the settings and filters in a custom group. These groups are then applied to the instant reports and are called '''customised reports'''. These groups save a lot of time by remembering the settings and the group can then be reapplied to any of the '''report types'''.  The report types are:* Data# Instant – * Statistics# Instant – * Scores* Visualisations# Instant - * Reminders and Case Management# Instant - * Export# Customised – Management# The Instant or Customised – Datagroups created can be applied to a number of different styles of reports.# Customised – * '''Data – Filteredreports''' will return data from the CDA tables or CCL tables where appropriate# Customised – * '''Statisticsreports''' will return counts, averages and totals* '''Scores reports''' where quality assurance or testing campaigns are being used, the scoring results will be displayed as reports* '''Visualisations reports''' generate pie charts and bar charts on the data where closed questions are used  Only available as Instant reports:* '''Reminders and Case Management''' are operational management reports* '''Export''' provides the ability to export large volumes of data quickly  '''Dashboards''' are grouped collections of reports that address operational reporting needs and they reduce the time taken to navigate to different reports.  == Overview ==# Customised – Visualizations

==Instant – Dashboards ==  [[Instant_%E2%80%93_Dashboards]]   == Instant – Data ==  [[Instant_%E2%80%93_Data]]   =='''Instant – Statistics'''==  [[Instant_%E2%80%93_Statistics]]   == Instant – Visualizations == http://www.allnone.ie/wixi/index.php?title [[Instant_%E2%80%93_Visualizations]]   == Instant - Reminders and Case Management ==  [[Instant_-_Reminders_and_Case_Management]]   == Instant - Export ==  [[Instant_-_Export]]   == Customised – Management ==  [[Customised_%E2%80%93_Management]]   == Customised – Data ==  [[Customised_%E2%80%93_Statistics93_Data]]   == Customised – Data – Filtered ==  [[Customised_%E2%80%93_Data_%E2%80%93_Filtered]]  

===='''Instant Customised – Visualizations'''===Statistics = http://www.allnone.ie/wixi/index.php?title=Instant_%E2%80%93_Visualizations

===='''Customised – Data – Filtered'''===Visualizations = http://www.allnone.ie/wixi/index.php?title=Customised_%E2%80%93_Data_%E2%80%93_Filtered

===='''Customised – Visualizations'''==== http://www.allnone.ie/wixi/index.php?title=[[Customised_%E2%80%93_Visualizations]]