Reporter; Introduction; Starting Reporter; Using Startup Wizard - Inter-Tel Contact Center Suite User Manual

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Reporter

This chapter provides detailed information on the Reporter module in Contact Center Suite.

Introduction

Reporter Basic, Reporter, and Reporter Pro are used to run historical reports on call, e-
mail, and agent activity information, which is stored within a database on the CTI Server.
These reports can be run by specifying various criteria (e.g., reports can be filtered by
Caller ID, DID number, trunk line, extension or agent groups, time, date, call cost, etc.).
Reporter can include 70+ report templates, depending on the license level you have
purchased. Each license level (Reporter Basic, Reporter, or Reporter Pro) contains specific
report templates. Reporter and Reporter Real-Time have several different variants which
are either enabled or disabled based upon the software license, as described in the
Contact Center Suite Installation Manual and the online help.

Starting Reporter

From the Start Menu, choose Programs, then Inter-Tel Contact Center Suite, and
then Reporter. Then click on the Reporter menu item.
When Reporter starts, if the network settings have not been configured yet or have not
been configured correctly, a self-configuration mode will be invoked to attempt to
automatically find a CTI Server on your LAN.

Using Startup Wizard

If this is the first time Reporter is run after installation, Reporter prompts for the following
options to be configured:
Welcome: Click Next to begin the installation.
Search for Contact Center Server: Choose one server option from the following
choices and then click Next:
o Keep existing settings: This option visible and is the default choice if Reporter
finds existing settings in the registry for a server to which to connect. Select this
option if you want the existing settings to be left unchanged.
o Search network for a CTI Server: Select this option to search the network for
available CTI servers.
o Connect to this CTI Server: Select this option to use the server that you specify in
the text box below this option. This is the default option when information is
available for the server connection.
Contact Center Suite User Guide
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