Cisco Cisco IP Contact Center Release 4.6.1 User Guide

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Template Design Guide Using InfoMaker for Cisco ICM/IPCC Enterprise & Hosted Editions, Release 7.0(0)
 
Chapter 3      Creating New Custom Templates
Save the Template
Save the Template
You must be in the Report Painter to save the report template.
Even if you have not completed the design layout, it s a good idea to save the 
template as soon as you reach the Report Painter and to continue to save it 
regularly during the design process.
To Save theTemplate
Step 1
With the template displayed in the Report Painter, select File > Save As. The Save 
Report dialog box opens.
Step 2
Enter a name for the new template. See 
 for naming guidelines. 
Step 3
In the Comments field, enter a brief description of the template. This description 
will display below the template name in WebView.
Step 4
Click OK.