Difference between revisions of "VRS - Create a Saved Report"

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=Overview=
{|style="background:transparent; color:black" border="0" height="230" align="center" valign="bottom"
A Saved Report is created to reduce the number of steps required to run a report. Running any report will require 7 basic steps, as Saved Report allows the user to lock steps that are the same each time the report is run.
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|-align="center"
 
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=Requirements=
|[[Image:CallUsBtn.png|Call Now 858-677-6766]]
 
|
'''1.''' VRS II installed and running on the system.
|[[Image:SubmitTckBtn.png|link=https://www.versacall.com/customer-support/service-ticket]]
 
|
'''2.''' A Report Template uploaded into the system.
|[[Image:EmailUsBtn.png|link=mailto:[email protected]?Subject=Help%20Needed%20Wiki&body=Type%20Message%20Here]]
 
|}
'''3.''' Permission to create a Saved Report.
<br>
 
----
 
----
=Instructions=
<br>
 
[[File:GeneralHeader.png]]
'''1.''' Run a report as you normally would - complete all 8 steps and select Run.
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery widths=160 heights=371>
|-
File:Saved22.png
|<big>'''Overview'''</big>
</gallery>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
 
|-
'''2.''' The report will run/populate in a new web browser tab - click on the VRS II tab.
|A Saved Report is created to reduce the number of steps needed when running a report. This report style allows you to lock steps that are the same anytime you run the report.
 
|}
<gallery widths=433 heights=34>
|}
File:Real1.png
<br>
</gallery>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
 
|<big>'''Requirements'''</big>
'''3.''' Select the "Convert to a Saved Report" button.
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
<gallery widths=171 heights=35>
{| class="wikitable mw-collapsible mw-collapsed" width="775px;"
File:Saved1.png
|-
</gallery>
|style="text-align: center;" | '''See Requirements Here'''
 
|-
 
|'''1.''' The VT3000 Core Software installed and running on your system.
'''4.''' The following options are available on the Properties page:
|-
 
|'''2.''' The VersaCall Reporting Software II (VRSII) installed and running on your system.
<gallery widths=572 heights=366>
|-
File:SaveRep1.png
|'''3.''' One or more Report Templates loaded in the VRS II Software.
</gallery>
|}
 
|}
    '''a. Name''' - enter a name for the saved report.
|}
    '''b. Offset''' - select the type of time offset for the report. How many days, weeks, months or years do you want to go back when the report is run. This is not a required field.
<br>
          '''i. Dates''' - enter number of days in From & To field.
----
          '''ii Weeks''' - enter number of weeks in From & To field.
----
          '''iii. Months''' - enter number of months in From & To field.
<br>
          '''iv. Years''' - enter number of years in From & To field.
[[File:InstructionHeader.png]]
    '''c. From''' - enter a day, week, month or year for when the report will start.
<br>
    '''d. To''' - enter a day, week, month or year for when the report will end.
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
    '''e. Lock Steps''' - select the steps that are not required to be changed each time the report is run.
|-
 
|<big>'''Step 1.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
'''5.''' Example 1: this report would be used at anytime with everything being the same excep the Date Range. There is no offset and the only step not locked is the Date Range.
|valign="top" |
 
|-
<gallery widths=574 heights=362>
|Run a report as you normally would - complete all 8 steps.
File:SaveRep2.png
{|style="margin:left;"
</gallery>
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
 
|-
'''6.''' Example 2: This report would be used on Monday's to run the numbers for the previous week. A week being Monday - Friday. The offset is 7 days ago to 2 days ago which would cover Monday to Friday. All steps are locked as we do not need to adjust anything.
|[[File:Saved22.png|center|160px]]
 
|}
<gallery widths=570 heights=377>
|}
File:SaveRep3.png
|}
</gallery>
|}
 
<br>
 
----
'''7.''' Setup your report to your requirements - click on the Save & Exit button when complete.
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery widths=312 heights=43>
|-
File:Real8.png
|<big>'''Step 2.'''</big>
</gallery>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
 
|-
'''8.''' The VRS homepage will load - the Saved Report created will be available for selection.
|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.
 
{|style="margin:left;"
<gallery widths=565 heights=312>
|valign="top" |
File:SaveRep4.png
{|class="wikitable" style="background:white; width:775;"
</gallery>
|-
 
|[[File:Real1.png|center]]
 
|}
 
|}
=Step by Step Guides=
|}
 
|}
[[VRS - Edit a Saved Report|Edit a Saved Report]]
<br>
 
----
 
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
=Having Trouble?=
|-
 
|<big>'''Step 3.'''</big>
<gallery widths=150px>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
File:ticketicon.png|Submit a Service Ticket|link=VT3000_Home
|valign="top" |
</gallery>
|-
|Select the Convert to a Saved Report button.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:SavedReport1.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 4.'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|The following options are available on the Properties page:
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|[[File:SaveRep1.png|center]]
|}
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|'''Name''' - enter a name for the Saved Report.
|}
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|style="text-align:center" | '''Offset Options'''
|-
|style="text-align:center" | 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.
|}
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|'''Lock Steps''' - place a check mark in the box next to the step the is the same every time the report is run.  
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 5.'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|An Example of the locked steps would be the date is the only thing that changes each time the report is run. For this example you would check all the steps except the Date Range step.  
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:SaveRep2.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 6.'''</big>  
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|Setup your report to your requirements - click on the Save & Exit button when complete.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:Real8.png|center]]
|}
|}
|}
|}
<br>
----
----
<br>
{|style="margin:auto;"
|+
[[File:RelatedHowTos.png|center]]
|align="center" |
{| class="wikitable mw-collapsible mw-collapsed" width="400px;"
|-
|style="text-align: center;" | '''Select a Guide Here'''
|-
|[[VRS - Edit a Saved Report|Edit a Saved Report]]
|-
|[[VRS - Delete a Saved Report|Remove/Delete a Saved Report]]
|}
|}
<br>
----
<br>
{|style="margin:auto;"
|+
[[File:SearchHeader.png|center]]
|align="center" |
{|class="wikitable"
|-
|<inputbox>type=search</inputbox>
|}
|}
<br>
----
<br>
[[File:VC Footer.png|center]]
{|style="background:transparent; color:black" border="0" height="200" align="center" valign="bottom" cellpadding=10px cellspacing=10px
|+style="background:transparent|
|-align="center"
|
|[[File:LinkedIn.png|Follow Us On LinkedIn|link=https://www.linkedin.com/company/versacall/]]
|
|[[File:BlogIcon.png|View our Blog|link=https://www.versacall.com/blog/]]
|}

Latest revision as of 19:24, 20 April 2023

Call Now 858-677-6766 SubmitTckBtn.png EmailUsBtn.png



GeneralHeader.png

Overview
A Saved Report is created to reduce the number of steps needed when running a report. This report style allows you to lock steps that are the same anytime you run the report.


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.



InstructionHeader.png

Step 1.
Run a report as you normally would - complete all 8 steps.
Saved22.png



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.
Real1.png



Step 3.
Select the Convert to a Saved Report button.
SavedReport1.png



Step 4.
The following options are available on the Properties page:
SaveRep1.png
Name - enter a name for the Saved 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.
Lock Steps - place a check mark in the box next to the step the is the same every time the report is run.



Step 5.
An Example of the locked steps would be the date is the only thing that changes each time the report is run. For this example you would check all the steps except the Date Range step.
SaveRep2.png



Step 6.
Setup your report to your requirements - click on the Save & Exit button when complete.
Real8.png



RelatedHowTos.png
Select a Guide Here
Edit a Saved Report
Remove/Delete a Saved Report



SearchHeader.png

 



VC Footer.png
Follow Us On LinkedIn View our Blog
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