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Analyzing Trends Launching the Open Window

ShoreTel Enterprise Contact Center ShoreTel Contact Center Supervisor Guide 32

2. Viewing Only Public and/or Private Templates

3. Opening a Predefined Template

4. Specifying Template Parameters

5. (Optional)Customizing a Template

6. (Optional)Saving a Template with a New Name

7. Generating a Report

Predefined templates that you have created, by saving the template under a new name, can be

deleted. For information, refer to Deleting a Predefined Template on page 43.

Once generated, a report can be printed, emailed, or exported, as explained in Working with Historical

Reports on page 45.

For information about the data displayed in these reports, refer to the ShoreTel Contact Center Report

Data Fields guide.

Launching the Open Window

You work with predefined templates from the Open window. The Open window displays a list of

predefined templates to choose from, options to view only public and/or private templates in the list,

and buttons to customize, generate, print, and delete templates.

To launch the Open window, click File > Open in Enterprise Contact Center Reports or click the Open

Existing Template icon.

Viewing Only Public and/or Private Templates

Predefined templates are categorized as public or private. Public templates are available to anyone

who uses Enterprise Contact Center Reports and can be modified by authorized users. Private

templates can only be used and modified by you. Contact your system administrator if you want to

modify public templates, but are unable to do so.

By default, the Open window displays the list of all available public templates. You can filter this list to

show only your private templates, or all public and private templates.

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ShoreTel ShoreWare Spécifications Page 32