Cisco Cisco Unified Contact Center Enterprise 9.0(2) User Guide

When you save a template, it saves within the current library file. This is the 
category in which it will be displayed from WebView.

To save a report template:

With the template displayed in the Report Painter, select File > Save As. The Save 
Report dialog box opens.

Enter a name for the new template. When naming a template:

You cannot use spaces.

Choose an intuitive name that describes the template’s basic attributes (for 
example:

 AgentSkillGroup_Logout

). This will be helpful to the reporting 

users who select the template in WebView.

Avoid choosing a name that could be overwritten by subsequent installations 
of WebView that might include new Cisco templates. A simple work around 
to this is to append the word “custom” to the name.

If you want the template to display in the appropriate environment list in 
Webview (ICM Templates | IPCC Templates), use the following prefixes:

For templates that can be used to 
report only on ICM with IPCC 
Enterprise configurations:

ipcc_template-name_custom

For templates that can be used to 
report only on ICM legacy ACD 
configurations:

olds_template-name_custom

For templates that can be used to 
report on both ICM with IPCC 
Enterprise and ICM with legacy 
ACD configurations:

both_template-name_custom

or use no prefix

template-name_custom