User guide

Running a report 13-3
Chapter 13: Running Contact Center Reports
Wave ViewPoint User Guide
Running a report
The following steps describe how to start the Contact Center Reporter and run a report.
Note: To run some reports, you must first define general Reporter options. See “Setting
general Reporter options” on page 13-6.
To run a Contact Center report
1. In ViewPoint, choose Tools > Reports. The Contact Center Reporter dialog opens.
2. Click the name of the report that you want to run. The report template opens in Microsoft
Excel and shows data according to the options most recently selected for that report.
3.
If the following prompt regarding macros appears while Excel is opening, check Always trust
macros from this source
. Then click Enable Macros.
4. The Options dialog for the selected report opens. If it does not, click on the
Excel Reporter toolbar. (See “Using the Contact Center Reporter toolbar in Excel” on
page 13-4.)
5. In the Options dialog, modify the report parameters to focus on the time period or other
information that you are interested in. See “Setting individual report options” on page
13-8 for more information.
6. Click
OK. The report runs and is displayed in Excel. Use Excel’s options to view the
report in graphical or spreadsheet format.
7. The Reporter dialog remains open. To run another report, click another report name.
Release 3.0
October 2012