Reports Templates

Re-use frequently used reports criteria by saving to Templates cache.

 

 

 

Save Template

 

  1. Enter Closedminimum criteria in Report Manager

       
    Report Template e.g. Interaction Pullback Report
    Period e.g. Yesterday
    Times e.g. 8:00am to 5:00pm
    Group by e.g. Date
    Extension / Queue Number e.g. 5700
       
  2. Select blank space from Report Template drop-down and type name for your report

    3.  

     

  3. Click Save in Report Manager toolbar

  4. Confirm template name in pop-up and press

     

     

 

Manage Templates

 

  1. Access Templates cache through Report Menu>Templates in Report Manager toolbar

  2. Select a Template under its parent folder from default Closedview

    3.  

     

  3. Use ClosedTemplate controls to manage selected template