The Call Accounting, Coin, and Trouble Reports all use what
The pre-query routine is designed to handle changes to the items in the bottom
half of the
It is still possible to produce a customized Call Accounting, Coin, or Trouble
report, though:
1. Create the report, making all necessary changes within the Edit, View, and
Print Reports window, but without making the above mentioned alterations that
cause the report to become User Defined.
2. Click Save.
3. Clone the record, giving the clone a name that will indicate that it will be a
customized version of a standard report. Hint: Reports are displayed in
alphabetical order, by the Report ID. The standard coin report might be called
4. With the clone report selected (Coin 2), click the Edit button in the Edit, View, and Print Reports window, then click Select.
5. Make any desired changes in the resulting window, including layout, SQL code,
and database fields used.
6. Click Save. Close the window. Notice the clone is now typed as User Defined.
7. Run the standard report for the custom report desired. This will cause
Panorama to run the pre-query routine and create the temporary table.
8. Now run the custom report that is a clone of the standard report. The report
generator will access the table that the standard report generated and place
the information in the custom report.
When Panorama is shut down, the temporary table will be erased, so each time
Panorama is started up, the standard report must be run again before the custom
report can be successfully run. Also, if changes to the information have
occurred, as when phones have been polled and new information is present, run the
standard report before running the custom report, or the new information will not
be present.
If a new date range is desired, or any changes are made to the standard
report, a new clone of the report must be made, along with the changes that made the
clone a custom report.
Customizing the Call Accounting, Coin, and Trouble Reports