Cisco Cisco IP Contact Center Release 4.6.2 Technical References
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Template Design Guide Using InfoMaker for Cisco Unified ICM/Contact Center Enterprise & Hosted Editions, Release 8.0(1)
Chapter 3 Creating New Custom Templates
Open the Report Painter to Design, Preview, and Test the Template Layout
Open the Report Painter to Design, Preview, and Test the
Template Layout
Once you have completed the SQL Select statement, you are ready to move from the Select Painter to
the Report Painter. To do this, click the Return button.
the Report Painter. To do this, click the Return button.
Note
If, when you click Return, you see a message asking if you want to correct SQL errors, click Yes. It is
important to correct SQL errors before you move to the Report Painter.
important to correct SQL errors before you move to the Report Painter.
For a new template, the initial transition from Select Painter to Report Painter moves you through a
series of either two or three screens, based on whether you are using a Tabular or a Graphical
presentation format.
series of either two or three screens, based on whether you are using a Tabular or a Graphical
presentation format.
If you are using a Tabular presentation, clicking Return opens the Tabular Report Generator. This is
a two-screen wizard, where you select color and border settings and review characteristics of the report.
a two-screen wizard, where you select color and border settings and review characteristics of the report.
Clicking Finish at the second screen (Ready to Create Tabular Report) opens the Report Painter where
you can refine the layout and design.
you can refine the layout and design.
If you are using a Graph presentation, clicking Return opens the Graph Report Generator. This is a
three -screen wizard, where you:
three -screen wizard, where you:
•
Select the Category and Values for the graph.
The Category axis represents the column whose values will serve as the grouping criteria for the
report.
report.
The Values axis represents the column whose values will be measured for each category.
•
Enter a Title for the graph and select its style (for example, bar graph or pie chart).
•
Review characteristics of the report.
Click Finish at the third screen (Ready to Create Graph Report) to open the Report Painter.
See
Chapter 5
of this guide for some basic guidelines on template design.
See
for instructions on previewing and testing your new custom
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.
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.
opens.
Step 2
Enter a name for the new template. See
for naming
guidelines.