Difference between revisions of "VRS - Create an Export to Excel Report"

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'''1.''' VRS II installed and running on the system.
'''1.''' VRS II installed and running on the system.


'''2.''' An Availability Report Template uploaded into the system.
'''2.''' An Export to Excel Report Template uploaded into the system.


'''3.''' Permission to Run a Report.
'''3.''' Permission to Run a Report.

Revision as of 01:09, 28 July 2020

Overview

Reports generated from this template provide raw data divided into multiple data sets. This is done by creating a multi-sheet Excel workbook.


Requirements

1. VRS II installed and running on the system.

2. An Export to Excel Report Template uploaded into the system.

3. Permission to Run a Report.


Instructions

Below are the options shown when creating an Export to Excel report. Visit the New Report page Click Here for more information on any individual step.


1. Select Category - Export. Click on the thumbnail for more information.


2. Select a Template - Export to Excel. Click on the thumbnail for more information.


3. Select a Variant - This report will only have one selection available - Export to Excel.


4. Select the Date Range Choose which date(s) you want the report to cover.

    Dates - supports a range of 1 to 60 days.
    Weeks - supports a range of 1 to 8 weeks.
    Months - supports a range of 1 to 3 months.


5. Select a Data Source(s) - This will include all data from the selected devices in the report.

    Everything - For this option, you will able to see the information for all the devices configured in VT3000.
    Input Devices - For this option you can select a specific device to be included.
    Filter Groups - Select a preset filter group to be applied.


6. Time Frame - Select what times to include.

    None - This option gives you the information for the entire day as defined by the calendar created in VT3000.
    Full Day - This option gives you the information of a specific shift as defined by the schedule created in VT3000.
    Shifts - This option gives you the information of a specific shift as defined by the schedule created in VT3000.
    Specified - This option gives you the information schedule created in VT3000 for a specific time frame that you define in the fields provided.


7. Options - The following will be available

    Report Title - This is the title on top of the generated report.
    Breakout Data - This will break out data into separate columns.


8. Summary - A selected options will show from the previous steps. Select the Run button if all selections are correct.


Step by Step Guides

Step Descriptions/Information

Add a Report Template

Create a Saved Report

Create an Automated Report

Create a Real-Time Report

Add a User Group (Permissions)

Setup Email - SMTP Settings


Having Trouble?