Specifications
Analyzing Trends Saving a Template with a New Name
3
ShoreTel Enterprise Contact Center ShoreTel Contact Center Supervisor Guide 40
Saving a Template with a New Name
If you have specified the parameters of a template or customized it, and you want to use the template
again, you can save it under a new name. Templates modified in this manner are considered
predefined templates, and are accessible from File > Open.
Complete the following steps to save a template with a new name:
1. Click File > Save As or click the Save Template As icon on the toolbar.
2. In the Save As window, enter the new Template Name.
3. Identify the template as either public or private by clicking on the appropriate option.
4. Click OK.
Once you have created a new template, you can save any additional changes you make by clicking
File > Save or clicking on the Save Template icon on the toolbar.
Generating a Report
There are three ways to generate a report from a template: from the Open window, manually, or by
scheduling the report to be automatically generated at a later time.
Generating a Report from the Open Window
Generating a report from the Open window allows you to generate a report without having to open the
template. This method is useful when you have a template in which you have already specified the
parameters, and if required, customized it with the data fields and look that you want.
Complete the following steps to generate a report from the Open window:
1. From the Contact Center Reports File menu, click
Open. You can also click the Open Existing
Template icon on the toolbar.
2. Select the template you want to generate a report from, and then click Generate.
If you have not previously specified the template’s parameters, the Parameters window opens,
which you must use to define the parameters, as explained in Specifying Template Parameters on
page 33.
The report is automatically generated and opens in a new window.
3. If you generated a graphical report, you can choose how the graphic data is displayed. From the
Report menu, choose Graph Type, and then the specific graph you want.
You can now print or email the report, or export the data to a file format. Refer to Working with
Historical Reports on page 45 for information.