Specifications

Analyzing Trends Creating a Formula Field

ShoreTel Enterprise Contact Center ShoreTel Contact Center Supervisor Guide 36

Complete the following steps to delete a data field:

1. In an open template, right-click on the title of the field you want to remove from the template.

2. From the menu, choose Delete Column.

Complete the following steps to add a data field:

1. In an open template, right-click the field title area and select Add Column.

2. In the Add New Column window, select the field you want to add. You may need to scroll down to

see the full list of available fields.

A description of the selected field is shown in the Description area of the window. This description

can help you determine if the selected field is the one you want to add to the template.

If you want to find a specific field, click Quick Search. In the resulting field, enter a data field

name.

3. Click Add Column.

Creating a Formula Field

If the default formula fields available for the template do not provide the information you need, you can

create additional formula fields.

Complete the following steps to create a formula field:

1. In an open template, click Tools > Formulas Editor.

2. Click New.

3. Enter the Name of the new formula field.

4. In Description, describe the purpose of the new field.

This description is displayed when you select the field in the Add New Column window and in the

tool tip for the field.

5. In Entity, select the entity for the formula.

The list of available fields is based on the selected entity.

6. Define the field’s Formula. A formula is a combination of predefined statistical data that appear in

existing fields.

The Specify Formula window provides options to make it easy for you to define a formula. Select

the field data for the formula from the Column list, which is categorized by entity. Use the

mathematical operators to specify the action to be taken.

Tip

The Formula Editor window contains a list of existing formula fields. You can use this window to

edit or delete formula fields as well as create new ones.