Seeing CallerID Name in Detail Reports

As of Sep 2017, ShoreTel has been acquired by Mitel; the product titles and images used in this article may not accurately reflect the official product titles post-acquisition. This includes subjects contained in the imagery of Brightmetrics' user interface.

 

Required User Permissions Level: Dashboard and Reports Creator

 
When you run reports you may have the desire to see the CallerID Name displayed in your reporting.  Using the steps below, you can easily add the additional dimension to a handful of Brightmetrics reports.  The CallerID Name field is only available at the detail level - you will need to generate a detail report in order to see the data and won't find this field on a summary report.  
 
The first step, if you are looking for CallerID Name to show up on your detail reports, is to ensure that when the call comes in on the trunk, they are actually passing through the CallerID Name. If your system is not already configured this way, please reach out to ShoreTel/Mitel TAC - typically through your reseller - so they can assist in getting you all set up. 
  
***Note: Proper setup does not mean that the CallerID Name is available on all calls, you will be able to see it when available to report on. *** 
         
  
With proper configuration, all you need to do is select one of the report types listed below, drop into Edit Mode (in the Classic User interface) or open up your Fields and Layouts (in the Radiance interface) and then drag the CallerID name dimension from the available dimensions box into your Rows or Columns:

 

Reports that contain the CallerID Name field are:
 
Classic_List.jpg

 

Once you select your report template, click on Edit Mode to expose the Dimensions and Values.  Click and drag the CallerID Name field from the list of Available Dimension down into the Rows or Columns options: 

 

Classic_Adding_CallerID_Name.gif 

 

 
Questions or feedback? Please email us at support@brightmetrics.com.
The following outlined report templates contain the CallerID Name field.  If your Reports page layout is set to grid instead of list, you can change it by clicking to the right of Layout (in yellow below):
Radiance_List.jpg

 

Once you select your report template, expand the Fields to the left, and click/drag the CallerID Name field from the list of Available Dimension into the Rows or Columns options: 

 

Adding_CallerID_Name.gif

   

 
Questions or feedback? Please email us at support@brightmetrics.com.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.