Excel Datamart Reporting Tool

The Excel Datamart Reporting Tool provides an easy to use, wizard style, Excel based interface for running queries on the Genesys Datamart database. The Excel workbook connects directly with the Genesys Datamart database. It comes with an underlying configuration which understands the standard Genesys report layouts and can be configured to understand any custom Datamart layouts as well.

There are broadly two different aspects to the tool which are outlined in the sections below. At first the tool provides an easy way to query the Datamart report layouts and return specific results to a specific location within the Excel workbook. However this functionality is extended by way of the ability to save each of these query interactions and replay them whenever required.

Wizard Style Queries

The tool provides an easy to use interface for executing queries on the Genesys Datamart database. The screen shot below shows the wizard style user interface and the options available to users when running queries. Click the image to take a closer look.

Genesys Excel Datamart Reporting Tool - Wizard Style User Interface

  1. Type of report: This selection shows a list of available Genesys Datamart Report Layouts that have been configured within the tool and within the Genesys Data Modelling Assistant. The base tool includes the definitions for all the standard out of the box Genesys Report Layouts.
    In the screen shot above, the user has selected the "Agent" report layout and as such all the other areas of the interface have been updated accordingly.
  2. Field Chooser: This selection shows the available fields in the database for the selected Report Layout. The user can double click to add the fields to the selected fields list. Clicking on each available field also shows the definition of the field below. These definitions can be configured by the user but are set to the standard definitions by default.
  3. Report Object Chooser: This selection shows the objects that can be reported on. For an Agent layout this is the Agent names. For a Queue layout this would show the Queue names etc. These objects are selected individually, in groups or all using the standard keyboard shortcuts familiar to most users.
  4. Report Interval: This selection allows the user to select the report interval for the report such as Day, Hour, Month, 15 Minute etc. The selection here will affect what is shown in the next selection area.
  5. Time Selection: This selection shows all the time intervals available for this report layout for the selected report interval type. So for a monthly report interval it will list all the months that have been written to the database for this report layout.
  6. Output Range: This selector allows the user to browse through the Excel workbook and select a specific range which will represent the top left of the report output. In this area of the user can also specify whether or not to include the output headers such as (field names) and whether to include the time and object columns in the output. If both these options are unchecked then the results will only contain the data.
  7. Execute the query: The user can execute the query and the output will be placed into the workbook at the Range that was chosen in step 6.

Report Automation

Aside from the base functionality described above, the tool can also save the queries which are executed through the wizard so that they can be re-run, as a group, at any time in the future. This is a particularly useful feature for users that are required to create daily reports. Although the query wizard interface would already simplify the task of creating the daily reports, it is vastly easier using the automation tool, as previously run reports can be re-run with different dates at the click of a button.

Below the last step in the query wizard interface there is an option to "Save the query under group name". If this option is selected and a group name is entered, the query will be saved. Multiple queries can be saved under the same group name and these can be executed again at a later date simply by entering the group name.

The automation feature also prompts the user if they would like to update the date used for the query, which could also just as easily be done by editing the saved queries sheet.

The user can also alter any of the other aspects of the query using the saved queries sheet rather than having to re-run the wizard to alter the query settings.