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Configuring CyReport - Creating Directory Objects

The root of the tree contains a default group that is named Directory.  Select this group then click on the 1.jpg  button to change the name.

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The next step is to create a tree structure that logically represents the company's own office and departmental structure.  The example from the above screen shot shows two group objects that are part of the default group, which represent two companies.  Departmental ‘Sub-Groups’ such as Sales and Support are then created under each company.  Each ‘Person’object can then be added to the appropriate departmental group.  Finally, ‘Extension’, ‘Account Code’, and ‘Authorization Code’ objects can be assigned to the ‘Person’ object.

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To create a new ‘Group’, select the parent group that should contain this new group.

 

Next click on the 6.jpg button and enter a name in the Group edit box. Information can also be entered for the default fields.

 

 

 

 

 

To add a new ‘Person’, first select the group that they will belong to. 

 

Next click on the 7.jpg button and enter a name in the Name edit box. Information can also be entered for the default fields.

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To add a range of ‘Extensions’, select 'Edit' from the top menu, and then ‘Add Extension Range’.  Select the lower, upper extensions and site, and then click 'OK' to add these extensions.  The added extensions will be active by default, unless no more active extensions can be added.  Duplicate extensions will not be added.

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To add a new ‘Account Code’, first select the person that it will belong to.  Next click on the 6.jpg button and enter the account code in the Number edit box. 

 

The ‘Charged’check box should be selected if the cost of calls made against the account code is to be calculated 

 

Ensure that the correct site is selected on the Site pull-down menu. 

 

 

 

 

To add a new ‘Authorization Code’, first select the person that it will belong to.  Next click on the 6.jpg button and enter the account code in the Number edit box. 

 

The ‘Charged’check box should be selected if the cost of calls made against the authorization code is to be calculated

Ensure that the correct site is selected on the Site pull-down menu. 

 

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