VRS - Create a Real Time Report

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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 See Requirements Here 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. 4. A Combo Panel with an open cell to add the Real-Time Report on.

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Step 1. Run the report, you want to use as a Real-Time report, as you normally would. Ensure that you complete all the steps and select to Run the report.

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Step 2. After the report has run and it is presented in your web browser on a new browser tab. The title of the tab will be the report that you selected to run. There will be a VRS II tab immediately next to your report tab. Click on this VRS II browser tab to access the Real-Time report setup.

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Step 3. On the Report Conversions page there will be 3 options - select the Convert to a Real Time Report button.

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Step 4. The following options are available on the Properties page: 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.

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Step 5. After you have entered a Name for the report and setup your Offset - select the Next button.

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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 on the Panel. Add additional Time Slots by clicking on the Add Time Slots button after you have configured a time slot.

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Step 7. The Time Slot Properties will load under the Add Time Slot button. There are 2 Frequency options that can be selected - Every Hour or Every Day. Every Hour - this will refresh the data on the Panel every hour. You can select the time within the hour. Every Day - this will refresh the data on the Panel every day at a specific time. You can select the time. This example is showing Every Hour, the data refreshes on the hour every hour as we have 00 selected in the Minutes Past the Hour. Frequency - select Every Hour. Minutes Past the Hour - click on the down arrow to select a time frame within the hour to refresh the data. Example would be :15, :30, or :45.

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Step 8. If you are looking to refresh your data on the Panel on a specific day at a specific time, you would select the Every Day radio button. Select the clock icon in the Time field to select the time of day to refresh the report.

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Step 9. Select a time from the list.

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Step 10. Once the Time has been selected you will need to select the Day or Days of the week. Set a Day to refresh the report by clicking on the day name or the box next to the day name. When the day has been selected, a checkmark will appear in the box next to the day name. Our example shows Monday, Tuesday, and Wednesday selected.

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Step 11. Add any additional Time Slots that you require by selecting the Add Time Slot button and setting up either an Every Hour or Every Day type. Once all of the Time Slots have been setup, click on the Save & Exit button.

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Step 12. The Real Time Reports page will load. You will see the report that was created show in the list.

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Select a Guide Here Edit a Real Time Report Manually Run a Real Time Report Remove/Delete a Real Time Report

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