Difference between revisions of "VRS - Edit an Automated Report"

From Versacall Support
Jump to navigation Jump to search
m (Text replacement - "https://www.linkedin.com/company/versacall-technologies-inc-/mycompany/" to "https://www.linkedin.com/company/versacall/")
 
(13 intermediate revisions by the same user not shown)
Line 1: Line 1:
=Overview=
{|style="background:transparent; color:black" border="0" height="230" align="center" valign="bottom"
An Automated Report is created so that it can run without any user interaction. The report will run and email the results to users. This type of report can only be setup if your system currently sends emails to users. Automated reports are delivered as either an Excel File, PDF File or JPEG File.
|+style="background:transparent|
 
|-align="center"
 
|
 
|[[Image:CallUsBtn.png|Call Now 858-677-6766]]
=Requirements=
|
 
|[[Image:SubmitTckBtn.png|link=https://www.versacall.com/customer-support/service-ticket]]
'''1.''' VRS II installed and running on the system.
|
 
|[[Image:EmailUsBtn.png|link=mailto:[email protected]?Subject=Help%20Needed%20Wiki&body=Type%20Message%20Here]]
'''2.''' A Report Template uploaded into the system.
|}
 
<br>
'''3.''' An existing Automated Report.
----
 
----
'''4.''' Permission to Edit an Automated Report.
<br>
 
[[File:GeneralHeader.png]]
 
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
=Instructions=
|-
 
|<big>'''Overview'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
'''1.''' Open the VT3000 web interface - select VRS II.
|valign="top" |
 
|-
<gallery widths=252 heights=47>
|An Automated Report is created so that it can run without any user interaction. The report will run and email the results to users. This type of report can only be setup if your system currently sends emails to users. Automated reports are delivered as either an Excel File, PDF File or JPEG File.
File:UpTemp3.png
|}
</gallery>
|}
 
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
'''2.''' Login with your user name & password.
|-
 
|<big>'''Requirements'''</big>
<gallery widths=411 heights=171>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
File:UpTemp4.png
|valign="top" |
</gallery>  
{| class="wikitable mw-collapsible mw-collapsed" width="775px;"
               
|-
 
|style="text-align: center;" | '''See Requirements Here'''
'''3.''' Select the down arrow on the Options Field.
|-
 
|'''1.''' The VT3000 Core Software installed and running on your system.
<gallery widths=95 heights=36>
|-
File:UpTemp5.png
|'''2.''' The VersaCall Reporting Software II (VRSII) installed and running on your system.
</gallery>
|-
 
|'''3.''' At least 1 Automated Report created and saved in the system.
 
|-
'''4.''' Select Automated Reports.
|'''4.''' Email must be enabled in the VT3000 Core Software in order to send the Automated Report out.
 
|}
<gallery widths=130 heights=225>
|}
File:EditAuto1.png
|}
</gallery>
<br>
 
----
 
----
'''5.''' The following information is presented:
<br>
 
[[File:InstructionHeader.png]]
<gallery widths=600 heights=92>
<br>
File:EditAuto2.png
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
</gallery>
|-
 
|<big>'''Step 1.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
    '''a. Name''' - the name of the report entered by the creator.
|valign="top" |
    '''b. When''' - scheduled time the report is to run.
|-
    '''c. Email''' - email addresses of all recipients.
|Open the VT3000 web interface – select VRS II – log in with your username and password.
    '''d. Last Run''' - the date and time the report was most recently run/completed.
{|style="margin:left;"
    '''e. Action''' - explained in the steps below.
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
 
|-
=Run The Automated Report=
|[[File:UpTemp3.png|center]]
 
|}
 
{|class="wikitable" style="background:white; align:center;"
'''6.''' Select the Run (Play) button to run the report immediately. Email recipients will get an email with the report.
|-
 
|[[File:UpTemp4.png|center]]
<gallery widths=600 heights=92>
|}
File:EditAuto3.png
|}
</gallery>
|}
 
|}
 
<br>
=Edit the Automated Report=
----
 
<br>
'''7.''' Select the Edit (Pencil) button to edit Steps, Properties, Time Slots or Email Addresses.
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
<gallery widths=600 heights=92>
|<big>'''Step 2.'''</big>
File:EditAuto4.png
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
</gallery>
|valign="top" |
 
|-
 
|On the VRS II home page select the down arrow on the Options field in the top right corner of the screen - select Automated Reports from the list.
'''8.''' The Automated Report Properties page will load - the following options are available.
{|style="margin:left;"
 
|valign="top" |
<gallery widths=300 heights=159>
{|class="wikitable" style="background:white; width:775;"
File:EditReal6.png|Change any Property
|-
</gallery>
|[[File:EditAuto1.png|center]]
 
|}
 
|}
<gallery widths=227 heights=110>
|}
File:EditAuto6.png
|}
</gallery>
<br>
<gallery widths=600 heights=194>
----
File:EditAuto7.png|Edit/Remove Time Slots
<br>
</gallery>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
 
|<big>'''Step 3.'''</big>  
<gallery widths=227 heights=110>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
File:EditAuto8.png
|valign="top" |
</gallery>
|-
<gallery widths=300 heights=190>
|When the Automated Reports page loads, you will see a list of all the reports saved on the systemn.
File:EditAuto9.png|Edit/Remove Email Addresses
{|style="margin:left;"
</gallery>
|valign="top" |
 
{|class="wikitable" style="background:white; align:center; width:775px;"
 
|-
<gallery widths=174 heights=300>
|[[File:AutoReport3.png|center]]
File:EditAuto5.png|Select & Change any Step
|}
</gallery>
{|class="wikitable" style="background:white; align:center; width:775px;"
 
|-
 
|colspan="3" | '''Report Name''' - the name assigned to the automated report when it was created.
<gallery widths=200 heights=56>
|-
File:EditReal8.png|Use Next/Prev to Navigate Steps
|colspan="3" |'''When''' - time slot the automated report is scheduled to run.
</gallery>
|-
 
|colspan="3" |'''Email''' - all the email addresses setup to receive the report file.
 
|-
<gallery widths=200 heights=37>
|colspan="3" |'''Last Run''' - the date and time the automated report was last run.
File:EditReal9.png|Save or Discard any Changes
|-
</gallery>
|colspan="3" |'''Actions''' - icons can be selected to run specific actions/options.
 
|}
 
|}
'''9.''' After making changes and selecting the Save & Exit button you will be returned to the Automated Reports page. Any changes that were made to the Name, When or Email will be reflected.
|}
 
|}
<gallery widths=600 heights=92>
<br>
File:EditAuto10.png
----
</gallery>
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
=Remove the Automated Report=
|<big>'''Step 4.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
'''10.''' If you wish to remove this Automated Report select the Delete (X) button.
|valign="top" |
 
|-
<gallery widths=600 heights=92>
|Select the Pencil icon button in the Actions section inline with the Automated Report you want to edit.
File:EditAuto11.png
{|style="margin:left;"
</gallery>
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
 
|-
'''11.''' Select OK on the warning message and the report will be removed.
|[[File:AutoReport5.png|center]]
 
|}
<gallery widths=300 heights=86>
|}
File:EditAuto12.png
|}
</gallery>
|}
 
<br>
 
----
 
<br>
=Step by Step Guides=
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
[[VRS - Create an Automated Report|Create an Automated Report]]
|<big>'''Step 5.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[VRS - Add a Report Template|Add a Report Template]]
|valign="top" |
 
|-
[[VT3000 - Add User Group|Add a User Group (Permissions)]]
|'''IMPORTANT''': After changing any Step or Property you MUST select the Next button on each proceeding step or property, even if you do not make any changes, until you reach the Email page.
 
|-
 
|Once you are on the Email page select the Save & Exit button to save your change(s). Failure to follow the process can result in changes not being saved.
 
{|style="margin:left;"
=Having Trouble?=
|valign="top" |
 
{|class="wikitable" style="background:white; align:center; width:775px;"
<gallery widths=150px>
|-
File:ticketicon.png|Submit a Service Ticket|link=VT3000_Home
|[[File:EditReal8.png|center]]
</gallery>
|-
|Use the Prev button to go back through all the steps or properties.
|-
|Use the Next button to go forward through all the steps until you reach the Properties page.
|}
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|[[File:EditReal9.png|center]]
|-
|Use the Save & Exit button to save any changes you made to the Steps or Properties.
|-
|Use the Discard & Exit button to NOT save any changes you made to the Steps or Properties.
|}
|}
|}
|}
<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" |
|-
|After selecting the Edit icon, the Properties page will load automatically. This will be your starting point to editing the Automated Report.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:AutoReport7.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 7.'''</big>  
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|To easily access a specific Step you need to change, click on the step in the list on the left. This can only be used for selecting the First/Initial Step that needs to be changed.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:EditAuto5.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step. 8'''</big>  
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|After you make changes to the First/Initial Step, use the Next or Prev button to navigate through the remaining Steps & Properties.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:EditReal8.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step. 9'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|Once you reach the Email page, make any changes that need to be made.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:AutoReport6.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step. 10'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|Select the Save & Exit button to save your changes. If you do not want to save your changes, select the Discard & Exit button.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:EditReal9.png|center]]
|}
|}
|}
|}
<br>
----
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step. 11'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|You will be returned to the Automated Reports page. Any changes that were made on the report in regards to the Name, Template, Variant, or Date Offset will be reflected.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:AutoReport3.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 - Create an Automated Report|Create/Add an Automated Report]]
|-
|[[VRS - Run an Automated Report - Manually|Manually Run an Automated Report]]
|-
|[[VRS - Delete an Automated Report|Remove/Delete an Automated 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
An Automated Report is created so that it can run without any user interaction. The report will run and email the results to users. This type of report can only be setup if your system currently sends emails to users. Automated reports are delivered as either an Excel File, PDF File or JPEG File.


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. At least 1 Automated Report created and saved in the system.
4. Email must be enabled in the VT3000 Core Software in order to send the Automated Report out.



InstructionHeader.png

Step 1.
Open the VT3000 web interface – select VRS II – log in with your username and password.
UpTemp3.png
UpTemp4.png



Step 2.
On the VRS II home page select the down arrow on the Options field in the top right corner of the screen - select Automated Reports from the list.
EditAuto1.png



Step 3.
When the Automated Reports page loads, you will see a list of all the reports saved on the systemn.
AutoReport3.png
Report Name - the name assigned to the automated report when it was created.
When - time slot the automated report is scheduled to run.
Email - all the email addresses setup to receive the report file.
Last Run - the date and time the automated report was last run.
Actions - icons can be selected to run specific actions/options.



Step 4.
Select the Pencil icon button in the Actions section inline with the Automated Report you want to edit.
AutoReport5.png



Step 5.
IMPORTANT: After changing any Step or Property you MUST select the Next button on each proceeding step or property, even if you do not make any changes, until you reach the Email page.
Once you are on the Email page select the Save & Exit button to save your change(s). Failure to follow the process can result in changes not being saved.
EditReal8.png
Use the Prev button to go back through all the steps or properties.
Use the Next button to go forward through all the steps until you reach the Properties page.
EditReal9.png
Use the Save & Exit button to save any changes you made to the Steps or Properties.
Use the Discard & Exit button to NOT save any changes you made to the Steps or Properties.



Step 6.
After selecting the Edit icon, the Properties page will load automatically. This will be your starting point to editing the Automated Report.
AutoReport7.png



Step 7.
To easily access a specific Step you need to change, click on the step in the list on the left. This can only be used for selecting the First/Initial Step that needs to be changed.
EditAuto5.png



Step. 8
After you make changes to the First/Initial Step, use the Next or Prev button to navigate through the remaining Steps & Properties.
EditReal8.png



Step. 9
Once you reach the Email page, make any changes that need to be made.
AutoReport6.png



Step. 10
Select the Save & Exit button to save your changes. If you do not want to save your changes, select the Discard & Exit button.
EditReal9.png



Step. 11
You will be returned to the Automated Reports page. Any changes that were made on the report in regards to the Name, Template, Variant, or Date Offset will be reflected.
AutoReport3.png



RelatedHowTos.png
Select a Guide Here
Create/Add an Automated Report
Manually Run an Automated Report
Remove/Delete an Automated Report



SearchHeader.png

 



VC Footer.png
Follow Us On LinkedIn View our Blog
Retrieved from "http://support.versacall.com/index.php?title=VRS_-_Edit_an_Automated_Report&oldid=9529"