Specifications

Analyzing Trends Manually Generating a Report

ShoreTel Enterprise Contact Center ShoreTel Contact Center Supervisor Guide 41

Manually Generating a Report

Manually generating a report allows you to view and use the data immediately.

Complete the following steps to manually generate a report:

1. In an open template, click Report > Generate for click on the Generate Report from Template

icon.

2. If the template’s parameters are not defined, the Parameters window opens. A template must have

parameters before the report can be generated. Refer to Specifying Template Parameters on page

33 for details.

3. If you generated a graphical report, you can choose how the graphic data is displayed. Click

Report > Graph Type, and then the specific graph you want.

After you generate a report, you can print or email it or export the data to a file format. Refer to Working

with Historical Reports on page 45 for information.

Automatically Generating a Report (Scheduling a Report)

Automatically generating a report is useful when you want to generate and print, email, or export the

report periodically.

You must specify the template's parameters before you can automatically email a report. If you have

scheduled a generated report to be automatically emailed, and the report is not sent, contact your

administrator. The administrator must create a printer account with local administrative privileges on

the Contact Center server to ensure that scheduled reports are emailed successfully.

Once you have scheduled a report to be automatically generated, you can view and manage the

schedule on the Schedule List. Refer to Managing Scheduled Reports on page 48 for details.

You can schedule up to 30 reports per specified 15 minute interval. If more reports are scheduled, the

31st report and any additional reports are generated in the following interval.

Complete the following steps to automatically generate a report:

1. In an open template, choose Schedule from the Report menu, or click on the Define an

Automatic Report icon.

The Source Report Name field indicates that template that the report is based on.

2. In the Schedule tab, specify the schedule name and options.

To keep the new schedule up-to-date with any changes made to the template on which it is based,

select the Synchronize with the source template (parameters, design) check box. This option

is only available for templates you have previously saved.

3. Use the options in the Date and Time areas to identify when the report is to be generated.

 Every Day — Run the report every day of the week, unless the Generate the report on

working days only option is checked.