Pivot Reports

Pivot Reports display CDR and Queue data in a Business Intelligence fashion. Reports are also dynamic, which means that you can create your custom report by manipulating field objects and filtering data ( with TopN filer, Date filter or field filtering).

Overview

SAM Reports 2 Pivot Reports for Asterisk

SAM Reports 2 Pivot Reports for Asterisk

Above is an image of Pivot Reports organization.

There are six main parts:

  1. Commands Ribbon
  2. Data Toolbar
  3. Data Grid
  4. Chart Toolbar
  5. Chart
  6. Status Bar

Pivot Ribbon

There is a “Home” and “Print/Export” Area

Home Area

Home Area lets you choose which data is displayed (TopN and Date filters) and the way it is shown (Templates):

SAM Reports 2 Pivot Home Commands

SAM Reports 2 Pivot Home Commands

TopN Filter

If the data is sorted, which can be done by pressing a single button on the tool bar, than you can display just the top performing data for your filtered field.
You can also display the remaining values grouped into just one value (as shown on the picture below). That lets you see the ratio between the top n values and the rest.
SAM Reports 2 Pivot Reports TopN

SAM Reports 2 Pivot Reports TopN

If you don’t want to display the “Other Values” just uncheck the command’s button.

Date Filter

If you want to limit your reports to display just the data from some period in time then you can set it up here. Choose the start and the end date and then press the “Date Filter” button. It’s an on/off switch. While it’s pressed the reports are filtered by date and vice versa. The same applies to the “TopN” filter.

SAM Reports 2 Pivot Reports Date Filter

SAM Reports 2 Pivot Reports Date Filter

Templates

Templates let you save your current fields configuration and reload it. Templates “remember” the fields layout, so you can go back to it anytime.

SAM Reports 2 Pivot Reports Templates

SAM Reports 2 Pivot Reports Templates

Pages

If there are more than 100.000 items to be displayed in pivot grid, than the display is separated into pages, each holding up to that many items.

If there is more than one page in a current report than “Home Area” of the “Pivot Ribbon” has another section, the “Pages” section.

SAM Reports 2 Pivot Report Pages

SAM Reports 2 Pivot Report Pages

The information about the current page and the number of pages is also available on the status bar.

Print/Export Area

Pivot Reports can be printed, as well as exported to multiple formats.
SAM Reports 2 Pivot Reports Print and Export

SAM Reports 2 Pivot Reports Print and Export

Here are the commands for printing and exporting data.

Print/Preview

When you choose one of “Print Preview” commands, a window appears as shown on the image below:

SAM Reports 2 Printing and Preview

SAM Reports 2 Printing and Preview

Depending on which command you choose, data, chart, or both will be shown in window. There you can further customize the report for printing, and export it to Adobe PDF document as well.

Export Data

The commands for exporting data are also available from the pivot grid data tool bar. Data that is currently visible in the pivot grid can be exported into four different formats:

Excel

Here is how the created worksheet looks when loaded into Excel:

Asterisk Report Data Exported To Excel Worksheet

Report Data Exported To Excel Worksheet

HTML Page

Here is how the created HTML page looks when loaded into Firefox:

Asterisk Report Data Exported to HTML

Report Data Exported to HTML

XML

Here is how the XML file look when loaded into MS Internet Explorer:

Asterisk Report Data Exported To XML

Report Data Exported To XML

Text File

Here is how the created text file looks when loaded into Notepad:

Asterisk Report Data in Notepad

Report Data in Notepad

Export Chart

SAM Reports 2 Export Pivot Chart

SAM Reports 2 Export Pivot Chart

Chart can be saved as a bitmap, or copied to clipboard. The same commands are available on the pivot chart toolbar.

Pivot Data Toolbar

The Data Toolbar affects both gird and chart. It lets you choose sorting options and also to  export data.

SAM Reports 2 Pivot Data Toolbar

SAM Reports 2 Pivot Data Toolbar

Sorting/Direction

Not Sorted

You may switch sorting on and off by pressing the “Not Sorted” button on the toolbar.

SAM Reports 2 Pivot Grid - Not Sorted

SAM Reports 2 Pivot Grid - Not Sorted

Sorting affects other data manipulation options. When “Not Sorted” is checked than TopN filter is disabled, for it works only on sorted data to determine the top values.

Sort Field and Summary

You can choose which field the data is sorted by, as well as the sorting summary.

SAM Reports 2 Pivot Sorting Options

SAM Reports 2 Pivot Sorting Options

Sort field can be sorted by the corresponding grand total values instead of its own values. All you need to do to make this happen is to specify which summary should be used for sorting.

To see the details of the current layout click on the “?” button :  ”Explain This Configuration”.

SAM Reports 2 Pivot Grid Explain Configuration

SAM Reports 2 Pivot Grid Explain Configuration

As you may see on the image, the sorted field is displayed in bold.

Pivot Data Grid

The Pivot Data Grid lets you make custom pivot reports on your Asterisk data.

Pivot Grid Areas

You just take any field, and you drag and drop it onto one of the grid areas, as shown below.

Depending on where you put it, the report will show the data in a different way.

SAM Reports 2 Pivot Grid

SAM Reports 2 Pivot Grid

The areas to drop the fields in are: Filter, Column, Data and Row:

Filter Area

It is useful when you just want to filter out some filed values (like display only Answered calls), but don’t want to see that data in the gird. It is also a place to put the fields that you currently don’t use in the report.

You can filter a field by excluding/including some of it’s available values.

SAM Reports 2 Pivot Grid - Filtered Field

SAM Reports 2 Pivot Grid - Filtered Field

The filtered field does not have to reside in the filter area. It may be in any of the areas. Filtered field is always underlined.

Column Area

It lets you decide which columns the grid will actually display. Fields may be nested/ grouped. In that case a little plus (“+“) sign appears near a distinct value, indicating that you can do a further drill down for that value. That means that if you put “Hour” as the first field and then “Answered/Failed” as the second one, then you will be able to make a drill-down of answered or failed calls by the hour, by clicking on a specific hour value.

Data Area

It is where you put the actual values to be displayed. Those values are then grouped by column and row areas.

Row Area

It lets you design which rows the grid contains. Fields my be nested here as well. In that case they form a hierarchy.

Pivot Chart

The chart shows Asterisk call data that is currently visible in the pivot grid.

Chart is refreshed dynamically, so when you drag drop some field, the chart refreshes and changes instantly.

Chart may be exportedto the clipboard or a bitmap image.

There are eight chart types:

  1. Bar
  2. Column
  3. Line
  4. Area
  5. Pie
  6. Stacked Bar
  7. Stacked Column
  8. Stacked Area
SAM Reports 2 Pivot Grid Chart Types

SAM Reports 2 Pivot Grid Chart Types

In the image below you see the same data as it appears in different charts:

SAM Reports 2 Pivot Chart Examples

SAM Reports 2 Pivot Chart Examples

Pivot Chart Toolbar

Chart toolbar serves to choose a chart type, navigate chart pages, and export chart.

SAM Reports 2 Pivot Chart Toolbar

SAM Reports 2 Pivot Chart Toolbar

Chart Type menu lets you change the current chart.

Chart Pages

If chart has more than 12 items it gets separated into pages, each holding up to 12 items. When you print or export chart only the current page is exported/printed.

There are also chart export commands available.

The  last part of the toolbar shows the information abut currently displayed items.

Pivot Status Bar

The status bar lets you see current information.

SAM Reports 2 Pivot Status Bar

SAM Reports 2 Pivot Status Bar

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