Sonata Stats – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 14:40:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Sonata Stats – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Introduction  https://wiki.vitalpbx.org/wiki/sonata-stats/introduction-21/ https://wiki.vitalpbx.org/wiki/sonata-stats/introduction-21/#respond Fri, 01 Dec 2023 17:21:57 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1862 Sonata Suite is a group of applications that are integrated with VitalPBX, here is a list of the different applications available on the Sonata Suite: 

  • Switchboard 
  • Call Accounting System 
  • Recording Management System 
  • Call Center Reports (Stats) 
  • Dialer 
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Sonata Stats  https://wiki.vitalpbx.org/wiki/sonata-stats/sonata-stats/ https://wiki.vitalpbx.org/wiki/sonata-stats/sonata-stats/#respond Fri, 01 Dec 2023 17:22:57 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1864 Sonata Stats is an application through which you can generate reports that portray all the activity within your Call Center in VitalPBX. 

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Installation  https://wiki.vitalpbx.org/wiki/sonata-stats/installation-4/ https://wiki.vitalpbx.org/wiki/sonata-stats/installation-4/#respond Fri, 01 Dec 2023 17:26:57 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1866 Sonata Stats is designed for VitalPBX 3.0 and onward. To install Sonata Stats you will first need to go to the Add-ons module in VitalPBX, check online for the latest list of add-ons, and press the install button next to Sonata Stats. This process might take a couple of minutes. Once installed, we will move to the application by pressing the name for Sonata Stats on the add-on menu. 

Now, we will see the configuration wizard to finalize the installation. 

a.- Database Settings: 

  • Database User, MySQL user, if we are on the same serverm you can leave the root user without any pasword, else, you would need to create a MariaDB user to be able to access remotely. 
  • Database Password, If we are on the same server as the root user, typically, there is no password. If we are accessing remotely, we must create the username and password through MariaDB. 

b.- PBX Settings: 

  • Host, if we have installed on the same server, it is recommended to input ‘localhost’, else you would need to input the host or remote IP Address. 
  • Port, if our server has a valid certificate and all the requests are redirected to https, you must configure the port 443 and turn on the ‘Secure’ option. If we do not have HTTPS enabled, we input port 80. If you are going to access the server remotely, remember to open those ports on the firewall. 
  • App key, If Sonata Stats is on the same server as VitalPBX, it is not necessary to configure the App Key since we would obtain it automatically. If Sonata Stats is installed on a remote server different to where VitalPBX is, it is necessary to generate the App Key in VitalPBX. To do this, you would need to go to VitalPBX then Admin > Admin > Application Keys, and generate a new one, copy it, and paste it here. 
  • Secure, indicates that this is a secure connection with HTTPS, usually this option is selected when using port 443. 

c.- Report Settings: 

  • Company Name, Name of the company to be shown on the Report Headers when they are exported as a PDF file. 
  • Timezone, Timezone to use at the moment to evaluate the date and time. 
  • PDF Paper Size, the paper size to use on the reports that are exported as a PDF file. 

d.- User Setup 

  • Full Name, Full name of the administrator user in Sonata Stats. 
  • Admin User, Administrator username in Sonata Stats. 
  • Password & Password Confirmation, Administrator Password. 

e.- Enter the username and password previously created. 

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Navigation Menu https://wiki.vitalpbx.org/wiki/dashboard-sonata-stats/navigation-menu/ https://wiki.vitalpbx.org/wiki/dashboard-sonata-stats/navigation-menu/#respond Fri, 01 Dec 2023 17:33:01 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1873

On the Navigation Menu, we got the following options. 

  • Call Reports, Here, we can see all the calls taking into account the queues and agents: 
  • Traffic, Here, we show reports for the call distribution considering the hours, days, days of the week, and month: 
    • By Hour, with this report we can evaluate the hours with the highest traffic on our Call Center. We can see a graph portraying this behavior. 
    • By Day, Shows the total number of calls by day in a graph form, and also provides information such as, answered calls, abandoned calls, average call time, among many others. 
    • By Day Of Week, Shows the total number of calls by the day of the week in graph form. As well as the answered calls, abandoned calls, average call time, among others. 
    • By Month, Shows the total number of calls per month in graph form, as well as the answered calls, abandoned calls, and average per call, among others. 
    • Lost Calls By Hour, Shows a summary of the lost calls by agent per hour. 
  • Agents, Here, we can obtain varied information from our agents: 
    • Session Details, Session Detail per agent. Here, you can see how many times they logged into a queue, average session duration, pauses, average pause time, among others. 
    • Availability, Shows the availability of each agent. Here, you can see how many agents are evaluated, how much time they were in conversation, pause time, on hold, and available. 
    • Pauses, It shows detailed and summarized report of all the pauses of each agent in each queue. 
    • Session By Hour, Shows the total time in session by hour for each agent. 
    • By Hour, Here, we can see how many agents are available depending on the day and time. It also shows the list of agents that where available at those times. 
  • User Management, Here, we create the system users with their respective privileges. 
    • Roles, Are privileges that will be assigned to the different users. 
    • Users, Here, we create the users with the role previously created. 
  • Reports, Here, we configure some parameters used at the moment of generating the reports. Here, it is also possible to create automatic reports that are generated on specified date and time. 
    • Shift, It is possible to create specific work shifts, for example, if we have three (3) shifts on our Call Center, and let’s say one of them is from 08:00 to 17:00, we can create that shift and apply it to any of the reports we saw previously. 
    • Email Templates, Since it is possible to create reports to be sent automatically by email, here, you would be able to create the templates for the email to send with each report. 
    • Report Builder, Here, we create the report that we wish to send through email automatically on a specified date and time. 
    • Report Scheduler, Here, we program the date, time, and repeat period to send the report built previously with the email template selected. 
  • Settings, On this section we configure various settings: 
    • Email Settings, With this form you can configure the parameters needed for the email client to send the automatic reports. 
    • Report Settings, With this form you can configure the general parameters for the reports, such as the report headers, company logo, among others. 
    • PBX Settings, On this form you can configure the connection to the host from where we are going to obtain the information. 
  • Summary, Shows the total of Answered Calls, Abandoned Calls, and the SLA (Service Level). 
  • Service Level, Shows the Service Level in a graph form and more specific. 
  • By Agent, Shows the detail of the calls by agent. How many calls were answered and not answered by each agent, average by call, and the duration of every call. 
  • Lost Calls By Agent, Here, we show a list of the calls that were not answered by each agent and the different events for each call, for example, how much times did it spend ringing and if it was answered by another agent. It is important to notice that Lost Calls are not Abandoned Calls. Lost Calls did not necessarily left the queue. 
  • By Queue, Shows a list of all the queues and the total of attended calls, abandoned calls, hold times, and more. You can see the detail for each call in the queue. 
  • Abandoned Calls, Shows the detail of all the abandoned calls and the causes for the abandon. For example, the caller hung up, hold time timed out, and many other forms that the caller left the queue. 
  • Answered Calls Details, Shows a list of all the attended calls and the events the ocurred for each call. These events are for example, the call enters the queue, it connects with an agent, the call is ended by the agent. 
  • Outgoing Calls Details, Shows the detail of all the outgoing calls made by each agent. 
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Report Parameters  https://wiki.vitalpbx.org/wiki/report-parameters/report-parameters/ https://wiki.vitalpbx.org/wiki/report-parameters/report-parameters/#respond Fri, 01 Dec 2023 17:33:47 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1876 Before we begin to generate reports, you must know the different options to apply at the moment of generating them. 

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Queues  https://wiki.vitalpbx.org/wiki/report-parameters/queues-4/ https://wiki.vitalpbx.org/wiki/report-parameters/queues-4/#respond Fri, 01 Dec 2023 17:36:24 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1878 Here, we select the Queues to include on the generation of the report. By only clicking on the Queues field, a dialog will be shown from which you will be able to select the Queues to include on the report. If we desire to include all of the Queues, all you have to do is click on the ‘add all’ option. 

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Agents  https://wiki.vitalpbx.org/wiki/report-parameters/agents/ https://wiki.vitalpbx.org/wiki/report-parameters/agents/#respond Fri, 01 Dec 2023 17:44:07 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1882 Here, you can select the Agents to be included on the report. Simply by clicking on the Agents field, you will be shown the following dialog through which you can select the Agents to include on the report. 

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Date  https://wiki.vitalpbx.org/wiki/report-parameters/date/ https://wiki.vitalpbx.org/wiki/report-parameters/date/#respond Fri, 01 Dec 2023 17:56:18 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1886   Here, we configure the Date and Time Range to use to generate the reports, when clicking on the field, we will be shown a calendar with multiple options.

We have some range templates that can facilitate the selection: 

  • Today, we evaluate the calls for the current day. 
  • Yesterday, we evaluate the calls for the day prior. 
  • This week, we evaluate the calls for the current week starting from Monday, or the day you have defined as your week start. 
  • Last week, we evaluate the calls for the week prior starting from Monday, or the day you have defined as your week start. 
  • This month, we evaluate the calls for the current month. 
  • Last month, we evaluate the calls for the month prior. 
  • This year, we evaluate the calls for the current year. 
  • Last year, we evaluate the calls for the year prior. 
  • Custom, We can also select a custom date and time range by selecting the days on the calendar. 
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Shifts (Optional)  https://wiki.vitalpbx.org/wiki/report-parameters/shifts-optional/ https://wiki.vitalpbx.org/wiki/report-parameters/shifts-optional/#respond Fri, 01 Dec 2023 17:56:59 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1890 In Call Centers, is it by norm to have work shifts, for example: 

  • Shift 1: 08:00 AM through 04:00 PM 
  • Shift 2: 04:00 PM through 12:00 PM 
  • Shift 3: 12:00 PM through 08:00 AM 

In Sonata Stats it is possible to create these shifts, so that they are taken into account at the moment of generating the report. If we do not select a shift, the 24 hours of the day will be taken into account

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Filters  https://wiki.vitalpbx.org/wiki/report-parameters/filters/ https://wiki.vitalpbx.org/wiki/report-parameters/filters/#respond Fri, 01 Dec 2023 18:00:37 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1892 Some Reports will also possess an additional option to filter information. We can see than on these reports a button with three dots is added. When you press this button, some additional data will appear to configure on the filter. Each one of these inputs will be explained coming up. 

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