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

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|<big>'''Overview'''</big>
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!style="text-align: left;"|<big>'''Overview'''</big>
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|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.
|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.
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|<big>'''Requirements'''</big>
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|style="text-align: center;" | '''See Requirements Here'''
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|'''1.'''  The VT3000 Core Software installed and running on your system.
|'''1.'''  The VT3000 Core Software installed and running on your system.
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=<big>'''Instructions'''</big>=
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!<span style="font-size:150%; color:#0645ad;">Related - Step by Step Guides</span>
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|[[VRS_-_Edit_a_Saved_Report|Edit a Saved Report]]
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|[[VRS_-_Create_an_Automated_Report|Create an Automated Report]]
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|[[VRS_-_Edit_an_Automated_Report|Edit an Automated Report]]
|style="text-align: center;" | '''Select a Guide Here'''
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|[[VRS_-_Create_a_Real_Time_Report|Create a Real Time Report]]
|[[VRS - Edit a Saved Report|Edit a Saved Report]]
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|[[VRS_-_Edit_a_Real_Time_Report|Edit a Real Time Report]]
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|[[File:LinkedIn.png|Follow Us On LinkedIn|link=https://www.linkedin.com/company/versacall-technologies-inc-/mycompany/]]
|[[File:LinkedIn.png|Follow Us On LinkedIn|link=https://www.linkedin.com/company/versacall/]]
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|[[File:BlogIcon.png|View our Blog|link=https://www.versacall.com/blog/]]
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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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