Creating A Report - Inter-Tel Contact Center Suite User Manual

Creating a Report

Reporter contains report templates, which are predefined layouts that determine which call
statistics are contained within the report and how it is displayed. A report template can be
customized using the report properties.
A description for all Reporter report templates is provided in the online help.
There are two ways you can create a custom report:
•
You can modify the report Properties for a default report. Use this option when you
want to run a temporary report and do not want to preserve the original values in the
default report list.
•
You can create a new report and modify the options that are predefined for the report
type that you select as the starting point. Use this option when you want to define a
report that you plan to use at a later time and still preserve the original values in the
default report list.
Example: Modifying an Existing Report
In this example, you will modify the Call List report to remove two fields (Call Time and Call
Segment) that you do not need and add a field that you do want to see (Talk Time).
To modify an existing report:
1. On the Report List panel on the left, right-click the Call List report and select
Properties.
2. On the Fields tab, click the Call Time field to select it.
3. While pressing and holding the CTRL key, click the Call Segment field. Both fields
are now selected so that you can remove them both at once.
4. Click Remove.
5. Click Add and then select Talk Time.
6. Click OK. The report is updated automatically.
Example: Creating a New Report
In the following example, you will create a new report based on the Call Cost by Cost
Group showing only Calls Out for last month.
To create a new report:
1. From the toolbar, click New Report (
2. On the General tab:
a. At the end of the report name, type Last Month OUT to distinguish it from the
default report.
b. Select My Reports from the category drop-down list.
c. Click Call Cost by Cost Group report in the Report Type list.
3. On the Date/Time tab, select Last Month.
4. On the Fields tab, remove the Calls In and % Of All Calls In fields.
5. Click OK. The report is run automatically.
Contact Center Suite User Guide
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