Specifications
Analyzing Trends Creating a Historical Report Using a Blank Template
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ShoreTel Enterprise Contact Center ShoreTel Contact Center Supervisor Guide 44
Creating a Historical Report Using a Blank Template
Templates are used to create reports. Generally, it is recommended to base your historical reports on
predefined templates because they contain commonly used data fields. However, if your data needs
are not met by a predefined template, Contact Center Reports provides a series of blank templates to
use instead. For a list of the blank templates, refer to Starting the Supervisor Applications on page 11.
The process of creating a report using a blank template includes the following steps:
1. Opening a Blank Template
2. Adding Fields to the Template
3. Specifying Blank Template Parameters
4. Customizing a Blank Template (Optional)
5. Saving a Blank Template with a New Name
6. Generating a Report from a Blank Template
Once generated, a report can be printed, emailed, or exported, as explained in Working with Historical
Reports on page 45.
Opening a Blank Template
The blank templates provided by Contact Center Reports are organized by entity. Entities are
administrative objects in the ShoreTel system, upon which system operations are based. For example,
agents, groups, super groups, and trunks.
Complete the following link to open a blank template:
1. Click File > New or click the Create New Template icon on the toolbar.
2. From the New window, select the template you want to base your report on, and click OK.
Adding Fields to the Template
Complete the following steps to add a data field:
1. In an open template, right-click in the data field title area and choose Add Column.
2. In the Add New Column window, select the field you want to add.
Refer to the Description of the selected field to determine if is the one you want to add to the
template.
3. If you want to find a specific field, click Quick Search. In the resulting field, enter a data field
name.
Data fields with the specified name are shown at the top of the list of available fields.