Mitel Version 5.7 SP1 Flexible Reporting

Using Flexible Reporting 393
Flexible Reporting
Flexible Reporting is an optional application that works with Contact Center Management Enterprise Edition.
In addition to the over 425 reports provided by Contact Center Solutions and Call Accounting, Flexible
Reporting enables you to design your own reports.
To install Flexible Reporting on a client computer, select the Flexible Reporting option in the Client Role
Selector (Start=>Programs=>Mitel =>Client Role Selector).
To access Flexible Reporting, employees must be associated with a security role that allows them to manage
reporting (the May manage reporting check box must be selected).
With Flexible Reporting you can:
• Use a wizard interface to create customized reports with existing statistics (column headings)
• Create custom calculations using expressions
• Select column headings to build custom reports
• Select only the columns you want to view
• Select like data for two or more device types and combine them in one report
• Arrange the columns in the order in which you want to view them
• Customize the names of statistics (column headings) so they are meaningful to your department,
business, and industry
• Save the reports in Excel and .pdf formats
Using Flexible Reporting
In Flexible Reporting you can
• Create new reports
• Modify standard Contact Center Management report templates
• Modify existing Flexible Reporting report templates
• Design reports
• Manage your Flexible Reporting reports
• Run reports
Starting Flexible Reporting
To start Flexible Reporting
1. Click Start=>Programs=>Mitel=>Flexible Reporting.
2. Log on with your user name and password.
The Welcome to Flexible Reporting dialog box opens.
3. You can select from: Run a report, Create a new report, Redesign a standard report, Modify an
existing report, or Do not show this dialog box again. If you want to initiate a procedure, click OK and
see the associated section in this chapter. Otherwise, close the dialog box.