Difference between revisions of "VRS - Create a Real Time Report"

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Revision as of 15:11, 31 August 2022

Call Support at 858-677-6766 ext. 210
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Overview
A Real-Time Report is created so that the report can be viewed in a cell on a Panel. Real-Time Reports can only be added to Combo Panels.
Requirements
1. The VT3000 Core Software installed and running on your system.
2. The VersaCall Reporting Software II (VRSII) installed and running on your system.
3. One or more Report Templates loaded in the VRS II Software.


Instructions


Step 1.
Run a report as you normally would - complete all 8 steps.
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Step 2.
After the report has run and it is presented in your web browser - click on the VRS (Web Browser) tab that you selected to Run the report in.
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Step 3.
Select the Convert to a Real Time Report button.
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Step 4.
The following options are available on the Properties page:
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Name - enter a name for the Real-Time Report.
Offset Options
Offset is used to tell the system how far to go back in time when the report is run. If the fields are left blank, the data will current not historical.
Dates - select Dates in the Offset field - enter the number of days to go back in the From & To field.
Weeks - select Weeks in the Offset field - enter the number of weeks to go back in the From & To field.
Months - select Months in the Offset field - enter the number of months to go back in the From & To field.
Years - select Years in the Offset field - enter the number of years to go back in the From & To field.




Step 5.
Click on the Next button in the right corner of the window.
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Step 6.
Click on the Add Time Slots button. This will allow you to tell the system when you want the report (data) to refresh. Add additional Time Slots by clicking on the Add Time Slots button after you have configured a time slot.
Real4.png




Step 7.
The example below shows how to setup the report to run/refresh every Hour.
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Frequency - select Every Hour.
Minutes Past the Hour - click on the down arrow - select the minute (within the hour) to run the report.




Step 8.
The example below shows how to setup the report to run/refresh Every Day at a specific time.
Real6.png
Frequency - select Every Day.
Time - click on the Clock icon and select the time you want to run the report. Time will show in 30 minute intervals.
Days - select the day(s) you want the report to run.




Step 9.
The example below shows how to setup the report to run/refresh Every Week at a specific day & time.
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Frequency - select Every Week.
Time - click on the Clock icon and select the time you want to run the report. Time will show in 30 minute intervals.
Day of Week - select the day(s) of the week you want to the report to run.




Step 10.
Once all the time slots needed have been added to the report - click on the Save & Exit button in the right corner.
Real8.png




Step 11.
The Real Time Reports page will load. You will see the report that was created show in the list.
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Related - Step by Step Guides
Create a Saved Report
Edit a Saved Report
Create an Automated Report
Edit an Automated Report
Edit a Real Time Report




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