Chart Report

View As

Select the output type of the report. For a Chart Report, select from the following:

• Web page - This is the default option. The report results will appear directly in your browser, in the Results view of the report window. This option will create an HTML file which can be added to an internet or intranet site.

• XML - The report will be output in its raw XML format, which is the data format returned by the Emplifi Agent Server.

• One of the following image formats:

  • PNG

  • JPEG

  • GIF

  • BMP

Category

Select a primary category for the report.

Level

If the selected category is a code hierarchy, select the level within the hierarchy on which you want to report.

Display

Select how you would like information from a code hierarchy to be displayed. You can select from either the code or one of the three descriptions, or a combination of code and description 1.

Top-N Limit

If you would like to limit the chart to include only the most frequently occurring codes, you can enter the number here (for example, show the top 5 issue reason codes or show the top 10 products with the most issues).

Report Time Frame

This is the time frame in which data will appear on the report.

Category

Select a secondary category for the report.

Level

If the selected category is a code hierarchy, select the level within the hierarchy on which you want to report.

Display

Select how you would like information from a code hierarchy to be displayed. You can select from either the code or one of the three descriptions, or a combination of code and description 1.

Top-N Limit

If you would like to limit the chart to include only the most frequently occurring codes, you can enter the number here (for example, show the top 5 issue reason codes or show the top 10 products with the most issues).

Normalization Set

Select the name of the appropriate normalization set by which to normalize your report results.

Normalized reporting can provide a more accurate evaluation of your data by considering factors such as the number of units sold, the total value of items sold, or the number of customers served. For a full explanation on how normalized reporting works, see Normalized Reporting Overview.

Rows with Norm Set Data of "0.0" or that are missing Norm Set Data are not included in the totals for the reports.
Also, when different categories have the same code or folder value, the correct normalized values are reported. In addition, when a category is the same as another Company ID (not the Company ID of the reporting data), the normalized values are taken from the “same as” Company ID for the category and the frequency counts are taken from the company for which the report is being run.

Normalization sets can be entered manually (see Normalization Set Maintenance) or imported using the Normalization Data Import Utility.

Scale Factor

The scale factor is filled in directly from the information contained in the Normalization Data Set. (for a definition of scale factor, see Normalization Set Maintenance.) You can override the value here if you want.

Period Offset

This setting allows you to normalize the data from a period against the normalization data from a previous period. The default value of zero will use the data from the current period. Enter a negative number to run the normalization using a previous period.

Example:
Today is July 1, which is in the fiscal month "July05."  You are running a report with a report time frame of Fiscal Month, with a range of "p-13" through "p-1"  (June04 through June05). You want to normalize the case data in that range using the sales data for preceding months (in other words, the June05 complaint data should be normalized using the May05 sales data).

You would enter a period offset of "-1" to use the data for May05, because it is one period behind the reporting period.

Time Frame

This is the time frame that will be used for selecting data to appear on the report. It defaults to the same as the report time frame but does not have to be.

If the chart category is a date-type category, you must select time frames for the report. You do not need to fill out these fields if you have selected a category whose type is something other than a date.

For more detailed information on setting these values, see Time Frames and Dates on Reports and Utilities.

From Date

Select the starting date for the date range of the data to include on the report.

Thru

Select the ending date for the date range of the data to include on the report.

Value

This option determines how counting is done on the report. For information, see Values on the Chart and Frequency Reports.

Results Language

Select the results language for the report. For more information, see the Results Language section on page Reports Overview.

Time Zone

Select the time zone to use when processing the report. This indicates the time zone to use when using dates on filters, displaying dates, and the dates used for calculating bucket counts.

If this field is blank, the dates will reflect the time zone of the user.

For category dates, only the system date time is updated for the time zone (Type J), all the other dates are shown as stored in the database.

Report Date Format

Select the format to use when displaying dates on the report. Choose from the following:

• Blank or Use Date Format of Agent/System - first checks the agent's date format (set in the User Options) and if not defined, it uses the system date format (set in the System Parameters).

• yyyy-MM-dd

• dd-MMM-yyyy

• dd/MM/yyyy

• MM/dd/yyyy

Report Time Format

Select the format to use when displaying time on the report. Choose from the following:

• Blank or Use Time Format of Agent/System - first checks the Agent's time format (set in the User Options) and if not defined it uses the System time format (set in the System Parameters).

• Do not show Time

• HH:mm:ss (24hr)

• HH:mm (24hr)

• hh:mmAM/PM

• h:mmAM/PM