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This workshop is designed to provide you with a thorough understanding of the ICM reporting environment and the technical aspects of implementing custom reports in WebView. Although the workshop focuses on the IPCC implementation, those familiar with traditional ICM installations can also benefit from the topics covered. In order to lay the groundwork necessary for the advanced reporting concepts, the course provides a detailed examination of how the components of the ICM work together to generate the reporting data.

You will participate in hands-on exercises to build knowledge ranging from a basic understanding of the reporting tools to custom report design, construction, and implementation. After completing this course, you will have a solid foundation in the ICM reporting environment. You'll be able to identify when customization is required, and you'll have the skills necessary to build or modify WebView reporting templates from standard ICM summary tables.

Highlights

• The ICM environment
• Typical call flows
• Relate call flows to data generation
• Primary database tables
• Primary formulas for ICM call statistics
• Use InfoMaker to format and create templates
• Add new templates to WebView
• Navigate and query the ICM database schema
• Assess the need for customization
• Reporting best practices

Course Outline

1. ICM/IPCC Overview

2. Call Statistics

3. Formulas and Calculations

4. Introduction to WebView

5. Introduction to InfoMaker

6. Template Formatting

7. Installing and Modifying WebView Templates

8. Database Tools

9. Basic SQL

10. Designing and Building Templates from Scratch

11. Agent Detail Records

12. ICM Detail Call Data

13. Validating Call Data

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