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--- reports:how_to [2024/10/07 13:45] – antonio.andriychuk
+++ reports:how_to [2024/10/08 09:01] (current) – Added Images and minor changes antonio.andriychuk
@@ Line 154: / Line 154: @@
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-===== Developing the report =====
+===== Developing the report: Query =====
 To develop a query, open the "DataSet and Query editor dialog" on Jasper and a query constructor application (eg. DBeaver) and start to develop the query based on the requirement. \\ \\
 As an example, let's think about a customer that is requesting a report that can display these data: \\
@@ Line 161: / Line 161: @@
   * Outbound Calls Made;
   * Service-name;
-  * Login-id of the caller/callee;
   * Talk-Time;
-  * Agent Disposition;
+  * Average Talk Time;
-  * Disposition;
+  * Max Talk Time;
-  * GlobalID;
 This report has a special request: it must be displayed on a daily basis and on a monthly basis alongside the year. \\
-Next, open query constructor application and start to develop the query. Following the previous example the query will turn out like this:
+Next, open query constructor application and start to develop the query. Following the previous example the query will turn out like this: \\
+<code>
+SELECT
+YEAR(start_time) AS year,
+IF($P{interval} = "Monthly", CASE
+	WHEN MONTH(start_time) = 1 THEN "Jannuary"
+	WHEN MONTH(start_time) = 2 THEN "February"
+	WHEN MONTH(start_time) = 3 THEN "March"
+	WHEN MONTH(start_time) = 4 THEN "April"
+	WHEN MONTH(start_time) = 5 THEN "May"
+	WHEN MONTH(start_time) = 6 THEN "June"
+	WHEN MONTH(start_time) = 7 THEN "July"
+	WHEN MONTH(start_time) = 8 THEN "August"
+	WHEN MONTH(start_time) = 9 THEN "September"
+	WHEN MONTH(start_time) = 10 THEN "October"
+	WHEN MONTH(start_time) = 11 THEN "November"
+	WHEN MONTH(start_time) = 12 THEN "December"
+END, DATE_FORMAT(start_time, '%d/%m/%Y')) AS date,
+COUNT(CASE
+	WHEN caller_phone_type = 'EXTERNAL' AND callee_phone_type = 'INTERNAL' THEN 1
+END) AS calls_received,
+COUNT(CASE
+	WHEN caller_phone_type = 'INTERNAL' AND callee_phone_type = 'EXTERNAL' THEN 1
+END) AS calls_made,
+SUM(CASE
+	WHEN caller_phone_type = 'EXTERNAL' AND callee_phone_type = 'INTERNAL'
+	AND (queue_time > 0 OR pending_time > 0) AND talk_time > 0 THEN talk_time
+END) AS talk_time,
+AVG(CASE
+	WHEN caller_phone_type = 'EXTERNAL' AND callee_phone_type = 'INTERNAL'
+	AND (queue_time > 0 OR pending_time > 0) AND talk_time > 0 THEN talk_time
+END) AS avg_talk_time,
+MAX(CASE
+	WHEN caller_phone_type = 'EXTERNAL' AND callee_phone_type = 'INTERNAL'
+	AND (queue_time > 0 OR pending_time > 0) AND talk_time > 0 THEN talk_time
+END) AS max_talk_time
+FROM test_com.call_detail cd
+WHERE start_time >= $P{start_time} AND start_time < $P{end_time}
+AND media_type = "VOICE"
+GROUP BY IF($P{interval} = "Monthly", MONTH(start_time), DATE_FORMAT(start_time, '%d/%m/%Y'))
+</code>
+As you can see, we're trying to gather all of the informations from the previous example and merge it all in one query. \\
+This is the description of each element that is composing the query: \\
+  * __start_time__: is the timestamp of each call;
+  * __$P{start_time}__: is the parameter that is required in order to run the query, in this example it will have two values (Monthly/Daily);
+  * __caller/callee phone type__: is the origin and originated of the call, used to distinguish inbound and outbound calls;
+  * __queue_time or pending_time__: self-explainatory, it is the ammount of time where the call is being queued and how much it rang;
+  * __talk_time__: ammount of time where the call had a conversation;
+{{:reports:screenshot_2024-10-08-11-00-43_3840x1080.png?400|}}
+After developing the query, we can move to Jasper to continue with building the front-end of the report. \\ \\
+===== Developing the report: Jasper =====
+Moving to Jasper, we must add the previously built query in the DataSet and Query dialog panel. \\
+Then, procceed to "Add" each column of the query (Eg. when I've inserted AS max_talk_time, insert "max_talk_time") a good habit is to understand whether the type is a String or an Integer, in order to not create any kind of confusion, each String (in this example they will be: 'date' and 'year') any kind of number, times and else, they must be saved as a Long type. \\
+Since we're trying to insert also parameters, we must move to the next tab called "Parameters" and create a new one; Create a new parameter called "Interval" and save it as a String type, the default value expression must be "Monthly" and on the property tab, you must add the following: \\
+{{:reports:screenshot_2024-10-07-16-26-57_3840x1080.png?400|}}
+Thereafter you have to create or use each column with a custom label of the column and on each field of the column you can build the desired report. Following the given example, the reports from the builder will look something like this:
+{{:reports:screenshot_2024-10-07-16-59-58_3840x1080.png?400|}}
+Be aware that sometimes, you have to partially alterate some fields functionalities, for example with duration, instead of adding $F{talk_time} you have to insert the following on the Expression Editor <code> $P{FORMATTER_SCRIPTLET}.formatDuration($F{talk_time}) </code> \\
+Also, it may happen that once you finish with the report and launch it in the admin page you will not see some fields. To fix this you have to select the column, go to "cells" in the property tab and remove the "Print When Expression" value. \\ \\
+===== Developing the report: Front-end =====
+After creating the back-end (with queries and construction of fields and parameters) it's time to develop the front-end, so the web-page that an user will see once launching the report. \\
+In this topic, we're going to:
+  * Change the hyperlink from "brightpattern" to "becloudsolutions";
+  * Streamline the query to run a 'lil faster;
+  * Creating parameters fields and link them to the query;
+{{:reports:screenshot_2024-10-08-10-58-42_3840x1080.png?400|}}
+\\ \\
+==== Change the Hyperlink ====
+To change the Hyperlink, you must first select the Brightpattern in the "Main report" tab of the front page and on the property tab go to "Hyperlink", open the "Hyperlink" window and change the "Hyperlink Reference Expression" to the BeCloud url, which is: "https://www.becloudsolutions.com"; \\
+\\ Then, procceed with changing the value of the field from "BrightPattern" to "BeCloud Solutions", mostly, once running the report, you will see only "BeCloud " but if you will expand that frame, you will see "BeCloud Solutions".
+{{:reports:screenshot_2024-10-08-10-48-27_3840x1080.png?400|}}
+\\ \\
+==== Streamline the query ====
+This step is more easier than expected, this step is also important to make the report able to only take the tenant dataset and not every tenant. In order to apply this explaination in query terms, open the DataSet of the first page and change the FROM call_detail (as an example, change the table to the interested one or where you've been requested to develope a look-alike report) to FROM (tenant dataset).call_detail .
+\\ As an example, if I have to make a report on the beincontact.it tenant you must insert: "FROM test_com.call_detail"; \\
+Another worth mention is that, in order to create a more streamline and fast query, if it is requested to only extract the query on a single service, add this service on the WHERE condition.
+{{:reports:screenshot_2024-10-08-10-47-29_3840x1080.png?400|}}
+\\ \\
+==== Parameters and Link ====
+In order to create a better-streamlined-work I suggest to copy the created parameter from the "Developing the report: Jasper" paragraph and paste them in the Parameters tab of the "Main Report" tab, once done that, in the "Outline" tab select "Table" (which is under the "Summary" tab) and on the properties navigate to "DataSet" and click on "Parameters", which is located under the properties page and add the Parameters previously copied.
+\\ As per the provided example, we're going to select "Add" and on the "Parameter Name" we're going to type "Interval" and on the "Parameter Expression" we're going to type: $P{interval}, after click finish and OK to save the change. \\
+{{:reports:screenshot_2024-10-08-10-45-50_3840x1080.png?400|}}
+Next, another thing worth to do in order to require an input from the User is to navigate on the "DataSet" tab of the report, then navigate to Parameters and tick on "Is For Prompt" of the previously copied Parameter.
+{{:reports:screenshot_2024-10-08-10-44-56_3840x1080.png?400|}}
+\\ \\
+====== Conclusions ======
+Once done this small report as an example, save it and upload the report on the "Reports" tab on the admin page and test it.
+\\ As you could've guessed, it's an easy process, the only thing that is going to be hard to do is the query, but if you've done it correcly you've successfully done your first report! :)