Cisco Cisco IP Contact Center Release 4.6.1 User Guide

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Cisco ICM Software Custom Screen Builder Guide
Chapter 3      Creating a New Report Template
Step 7: Save the Template
How to Preview an Open Template
You can preview open templates in the Preview window in the Report Painter. The 
Preview window is a child window which, by default, is tiled within the Report Painter. 
For best viewing, it should be maximized.
To maximize the Preview window:
1.
In the Report Painter, position your mouse point near the top of the Preview 
window, until a window bar with a Maximize button appears.
2.
Click the Maximize button. The Preview window expands to full-screen mode.
3.
Optionally, to retrieve data into the displayed template, from the Rows menu, select 
Retrieve. If prompted, provide values for required arguments.
How to Preview a Closed Template
At any time, from any place in InfoMaker, you can preview any template in the current 
library, even if the template is not currently open.
To preview a closed template:
1.
From the File menu, select Run/Preview. The Run/Preview dialog box opens, 
displaying all of the templates in the current library.
To preview a template from a different library, close the dialog box and set the 
current Library as described in 
 above.
2.
Select the template you want to preview and click OK. The template displays in 
preview mode.
3.
Optionally, to retrieve data into the displayed template, from the Rows menu, select 
Retrieve. If prompted, provide values for required arguments.
Step 7: Save the Template
The last step in creating a template is to save it. (Note that you can--and are advised 
to--save at any point during the process.) When you save a template it saves within the 
current library file.
To save a report template:
1.
With the template displayed in the Report Painter, from the File menu, select Save 
As
. The Save Report dialog box opens.
2.
Enter a name for the new template. When naming a template:
You cannot use spaces.