In the following guide, you will learn how to create custom reports. As per standards, the BeCloud platform provides a series of built-in reports that will help the customer to analyze the overall statistics of any kind of interaction flow. But, since the built-in reports don't provide some data (eg. when you build a custom flow, or when the customer demands to retrieve a specific data), they can be customized by a BeCloud Technician to satisfy the customer demand.
To be able to create a custom report, you must meet some requirements, specifically:

• An average knowledge of SQL, the more focussed on MariaDB, the merrier;
  
• Have installed a query constructor application;
  
• Have installed JasperSoft Reports Studio;
  

If this is your first time downloading this kind of software, please refer to the Resources chapter of this tutorial for a list of readily available resources.

As per resources where download some applications, these are the ones suggested by the BeCloud Technical team:

• SQL formulas and tricks: https://www.w3schools.com/sql/
  
• DBeaver - SQL Constructor: https://dbeaver.io/download/
  
• JasperSoft Reports Studio - Report builder: https://community.jaspersoft.com/download-jaspersoft/commercial-edition/

After installing the JasperSoft Reporting Application, you must tune/configure your new application in order to not encounter any kind of errors when building the report.
A quick disclaimer: the downloaded version of JasperSoft Reporting Application doesn't matter, but you must configure the Compatibility Version as explained below.

First, in order to retrieve the correct version to be used, it is necessary to navigate to the Help Page of BrightPattern. On the “Partner Docs,” you must search “Custom Reporting Tutorial.” Under the “Downloading Libraries and Localisation Resources,” you can find some files that can be downloaded that contain the.jar files with the version of the compatibility version.

Inside you will find a file named “jasperreports-(version).jar”, Keep in mind this version as it will be used for the next step.

Now, open your JasperSoft application, and by following this pattern (Window > Preferences > JasperSoft Studio > Compatibility) on “Source.jrxml Version,” select the nearest version of the BrightPattern libraries. In the image provided before, you can see that in my case the version was “jasperreports-6.4.1.jar,” so I will choose the Compatibility Version to 6.4.0 in order to satisfy the requirements of BrightPattern.

After you can just “Apply and Close” to apportion the changes, a quick restart of the Application is recommended.

Starting with Building the Custom Report.
For starters, you must log in to the Admin page of the tenant in which the custom report will be uploaded. This is because the custom report will be based on an existing report, which will be called “Template” in this guide, so you must first locate the table that you will interrogate for extrapolating the demanded data/pieces of information for constructing the query. These built-in reports can be downloaded from the Admin page following the pattern “Reporting > Report Templates,” and by clicking on the desired template, you can download the .jrxml file.
As per the Example of this scope, the following tutorial will be based on the report Call Detail and the custom report built for Beeasy “Riepilogo Annuo Linea Gestioni” for its complexity.

The scope of this report was to have a monthly/daily report of handled calls for each Toll-Free number, with also the handled times (e.g., answered in 5s, 10s, 20s, abandoned in 5s, 10s, 20s, etc.). Given this context, the first approach you must handle is the kind of Template you must download; in this case, since the query has various intervals, it was first downloaded the “Service in Time—Voice and Chat” report.

Open the .jrxml file with the JasperSoft Report Studio application and double-click the columns to access the edit page where the main SQL query is located (1) and access the “Dataset and Query Dialogue” (2):

Here you will have a template query where you can build your desired query. In the case of the report “Riepilogo Annuo Linea Gestioni”, the custom query was built in the following:

SELECT
    id,
    start_time,
    DATE_FORMAT(start_time, '%d/%m/%Y') as full_date,
    DATE_FORMAT(start_time, '%W') as formatted_day,
    (CASE
        WHEN custom1 LIKE '%Crema%' THEN 'CREMA'
        WHEN custom1 LIKE '%Cremona%' THEN 'CREMONA'
        WHEN custom1 LIKE '%Lodi%' THEN 'LODI'
        WHEN custom1 LIKE '%Rovato%' THEN 'ROVATO'
    END) as nv.
    COUNT(CASE 
        WHEN queue_time > 0 OR pending_time > 0 THEN 1 
    END) as offered,
    COUNT(CASE 
        WHEN (talk_time > 0) AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1 
    END) as answered,
    ROUND((COUNT(CASE 
        WHEN (talk_time > 0) AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1 
    END) * 100) / NULLIF(COUNT(CASE) 
        WHEN queue_time > 0 OR pending_time > 0 THEN 1 
    END), 0), 2) as perc_answered,
    (COUNT(CASE 
        WHEN queue_time > 0 OR pending_time > 0 THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time > 0) AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1 
    END)) as abandoned,
    ROUND(99 + (COUNT(CASE)) 
        WHEN queue_time > 0 OR pending_time > 0 THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time > 0) AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1 
    END) * 100 ) / NULLIF(COUNT(CASE) 
        WHEN queue_time > 0 OR pending_time > 0 THEN 1 
    END), 0), 2) as perc_abandoned,
    (SUM(queue_time) + SUM(pending_time)) as tma,
    AVG(talk_time) as tmc,
    COUNT(CASE 
        WHEN pending_time < 5 AND (disposition NOT LIKE 'ABANDONED%' ) AND custom1 IS NOT NULL THEN 1
    END) as answered_5,
    COUNT(CASE 
        WHEN pending_time < 10 AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1
    END) as answered_10,
    COUNT(CASE 
        WHEN pending_time < 20 AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1
    END) as answered_20,
    COUNT(CASE 
        WHEN pending_time < 30 AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1
    END) as answered_30,
    COUNT(CASE 
        WHEN pending_time < 40 AND (disposition NOT LIKE 'ABANDONED%' ) THEN 1
    END) as answered_40,
    (COUNT(CASE 
        WHEN (queue_time < 5 OR pending_time < 5) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time < 0) AND (disposition LIKE 'ABANDONED%' )THEN 1 
    END)) as abandoned_5,
        (COUNT(CASE 
        WHEN (queue_time < 10 OR pending_time < 10) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time < 0) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END)) as abandoned_10,
        (COUNT(CASE 
        WHEN (queue_time < 20 OR pending_time < 20) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time < 0) AND (disposition LIKE 'ABANDONED%' )  THEN 1 
    END)) as abandoned_20,
        (COUNT(CASE 
        WHEN (queue_time < 30 OR pending_time < 30) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time < 0) AND (disposition LIKE 'ABANDONED%' )  THEN 1 
    END)) as abandoned_30,
        (COUNT(CASE 
        WHEN (queue_time < 40 OR pending_time < 40) AND (disposition LIKE 'ABANDONED%' ) THEN 1 
    END) - COUNT(CASE 
        WHEN (talk_time < 0) AND (disposition LIKE 'ABANDONED%' )  THEN 1 
    END)) as abandoned_40
FROM 
    beeasy_it.call_detail cd 
WHERE 
    start_time >= $P{start_time} AND start_time < $P{end_time}
    AND disposition NOT LIKE 'TRANSFERRED' AND disposition NOT IN ('CONFERENCED', 'CALLER_TRANSFERRED') 
    AND service_name = 'Linea Gestioni'
    AND caller_phone_type = 'EXTERNAL' AND callee_phone_type = 'INTERNAL'
    AND (media_type <> 'EMAIL' or media_type is null)
    AND (CASE
        WHEN custom1 LIKE '%Crema%' THEN 'CREMA'
        WHEN custom1 LIKE '%Cremona%' THEN 'CREMONA'
        WHEN custom1 LIKE '%Lodi%' THEN 'LODI'
        WHEN custom1 LIKE '%Rovato%' THEN 'ROVATO'
    END) IS NOT NULL
    AND (queue_time > 0 or pending_time > 0)
GROUP BY 
    DATE_FORMAT(start_time, '%d/%m/%Y'), 
    (CASE
        WHEN custom1 LIKE '%Crema%' THEN 'CREMA'
        WHEN custom1 LIKE '%Cremona%' THEN 'CREMONA'
        WHEN custom1 LIKE '%Lodi%' THEN 'LODI'
        WHEN custom1 LIKE '%Rovato%' THEN 'ROVATO'
    END) asc;

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:

• Date;
• Inbound Calls Received;
• Outbound Calls Made;
• Service-name;
• Login-id of the caller/callee;
• Talk-Time;
• Agent Disposition;
• Disposition;
• 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: