Optivity Telephony Manager: System Administration - BT Business

Common services 183
Corporate Directory
OTM’s Corporate Directory is a flexible tool for defining and generating reports of
station data associated with a terminal number. Report data is provided by Station
Administration. Data can include about 100 different data fields, including the name,
extension, location, and department associated with each terminal number.
Corporate Directory requires that you have Station Administration and Microsoft Excel.
See “Appendix A” in Optivity Telephony Manager: Installation and Configuration
(553-3001-230) for more information on co-residency.
Defining and generating reports
To access the Corporate Directory tool, select Utilities > Corporate Directory in the
Navigator window. The Corporate Directory window appears.
The Corporate Directory window is where you can view and manage reports. You can
use predefined reports or define new reports.
To define a report, select Configuration > Add Report.
The New Report property sheet, where you can define data fields, column names,
column order, and directory location for the report, appears.
To generate a report, select File > Generate Report. Choose one of the following:
Select Now to immediately display the report in a Microsoft Excel window, print
the report, or save it to a file.
Select Schedule to have the report automatically generated to a printer or Excel file
at a later time.
To highlight a report, select File > Generate > Open to display the most recently
generated version of that report.
Before you can generate reports, Station Administration data must be downloaded from
the switch and you must have at least one customer configured for each system.
See “Generating reports” on page 495 for more information.
Optivity Telephony Manager System Administration