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Cisco ICM Software Custom Screen Builder User Guide

C O N T E N T S

i

About This Guide

i

Other Documentation

iii

Obtaining Technical Assistance

iv

C H A P T E R

Getting Started with Custom Screen Builder

1

About Custom Screen Builder

1

CSB Support for ICM WebView and CEM WebView

1

How to Install Custom Screen Builder

2

How to Access Custom Screen Builder

2

About the Custom Screen Builder Interface

3

C H A P T E R

Introduction to Report Templates

7

About ICM Report Template Attributes

7

About ICM Databases

8

About WebView Report Categories

8

About SQL Select Statements

9

About Template Presentation Formats

10

About Planning a New Report Template

10

C H A P T E R

Creating a New Report Template

13

Step 1: Select the Template Database

13

Step 2: Specify the Report Category

15

Step 3: Select the Presentation Style and Data Source

16

Step 4: Create the SQL Statement

17

Step 5: Design the Template Layout

23

Step 6: Preview the Template

28

Step 7: Save the Template

29

C H A P T E R

Editing and Deleting Templates

31

How to Edit a Template

31

How to Delete a Template

32