Creating new reports involves the following:
To select a template
On the WebView Reporting page, use the menu on the left side to select the category of information you want. Select a sub-category if necessary.
Click Create a report. The first page of the Create a report wizard opens.
Select the checkbox next to the template that you want to use for the report.
Click Next. Depending on the template you selected, you must now either select report items or report time range.
Depending on the template that you selected for your report, select items for your report by either:
Note: You do not select items for the system_performance_by_mailbox or system_performance templates.
To select report items from a list
Select the items from the All Items list that you want to include in the report by:
Clicking the items that you want to include.
Entering the first few letters of an item into the text box at the top of the list to search for a specific item. Click the items that you want to include in the report.
Click the arrow pointing right to add the select item or items to the report. To add all items to the report, click the double arrows pointing right.
Click Next. You must now select the report date and time range.
To enter report items into a text field
Enter the name of the item in the text field.
Click Next. You must now select the report date and time range.
The last step in creating a report involves selecting the date and time range of the report. The date and time range can be either relative or fixed. Relative date and time ranges, such as Today and This Week, provide data relative to the day you run the report. Fixed date and time ranges, such as October 3, 2002, 09:00 to October 3, 2002, 12:00, are specific dates and times that do not change if you run the report again at a different time.
To select the date and time range
Click the radio button next to either Relative date and time range or Fixed date and time range, depending on your needs.
Select the date and time range, as follows:
If you want to select a relative time span, open the Relative Time Span drop down menu and select the time span.
If you want to select a fixed date range, change the From and To dates from the calendars. Select the hour and minute time entries by clicking the respective down arrows and selecting the desired hours and minutes.
Note: If you are creating a report for today's data and leave the To time field set to 23:59, the report displays data up to the current time.
Click Finish. The report opens in a new browser window.
You now can modify the report by clicking the menu options that display in the report window. You can also sort the report data by each column. If you are satisfied with your report, click the Save Report Definition menu option to save the report as a report definition.
Once you have created a report, you can open the report in a new window.
To view a report in a separate browser window
On an open report screen, click the Open this report in a new window link. A new browser window opens, displaying the report.
When you open a report in a new window, you can perform the following:
Share the URL of a report open in a new window so that others can view the report. (Sharing the URL of the original report screen results in errors when you or others attempt to open the shared URL.). You can share the report by pasting the URL into an e-mail message or other applications.
The URL for the report in the new window appears in the page source. Use your browser's menu options to view the source. For more information about viewing the page source, refer to the browser's help. The URL appears in the source after the message that begins with "Do you want to copy the URL for this report to link to it from other applications?"
You can select and copy this URL and paste it into your e-mail message or other program. Be sure to copy the entire URL from "http://" to the end.
Note: When you select a large number of agents to report on, the length of the report URL increases. However some browsers and servers impose a limit on the size of a URL that can be pasted into the browser address bar. If the URL for your report exceeds this limit, although you will be able to copy the entire URL, you will not be able to paste all of in to the browser address bar.
Save the data in the report using the browser's Save As function (saving from the original report window results in an error). For more information on saving reports from your browser, refer to the browser's help.
Enlarge the display area by maximizing the browser window.