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

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<div style="text-align: center; color:#00719d; font-size:150%;">'''<big>Call Support at 858-677-6766 ext. 210</big>'''</div>
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|<big>'''Overview'''</big>
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!style="text-align: left;"|<big>'''Overview'''</big>
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|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.
|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.
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|<big>'''Requirements'''</big>
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!style="text-align: left;"|<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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|'''3.'''  At least 1 Automated Report created and saved in the system.
|'''3.'''  At least 1 Automated Report created and saved in the system.
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|'''4.'''  Email must be enabled in the VT3000 Core Software in order to send the Automated Report out.
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=<big>'''Instructions'''</big>=
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|<big>'''Run the Automated Report'''</big>  
|<big>'''Step 4.'''</big>  
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|Click on the Play button icon in the Actions section to run the report. You will see a confirmation message stating the report is running. All email addresses will receive a report file immediately.
|Select the Pencil icon button in the Actions section inline with the Automated Report you want to edit.
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|<big>'''Delete the Automated Report'''</big>  
|<big>'''Step 5.'''</big>  
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|Click on the '''X''' button icon in the Actions section to remove the Automated Report. Select OK on the warning message.
|'''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.
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|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.
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|Use the Prev button to go back through all the steps or properties.
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|Use the Next button to go forward through all the steps until you reach the Properties page.
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|Use the Save & Exit button to save any changes you made to the Steps or Properties.
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|Use the Discard & Exit button to NOT save any changes you made to the Steps or Properties.
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|<big>'''Edit an Automated Report'''</big>  
|<big>'''Step 6.'''</big>  
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|If you need to make changes to the setup of the Automated Report - click on the Pencil icon button in the Actions section.
|After selecting the Edit icon, the Properties page will load automatically. This will be your starting point to editing the Automated Report.
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|<big>'''Automated Report Properties'''</big>  
|<big>'''Step 7.'''</big>  
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|The Automated Report Properties page will load.
|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.
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|style="text-align:center" |'''NOTE''' - When making changes you must select the Next button and End on the Email page before selecting Save & Exit. If you select Save & Exit on any other Step/Property, the changes may not take effect.
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|Select any field in the Properties section to change it.
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|<big>'''Step. 8'''</big>
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|After you make changes to the First/Initial Step, use the Next or Prev button to navigate through the remaining Steps & Properties.
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|Select any Step from the list to changes to it.
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|<big>'''Step. 9'''</big>
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|If you make a change to one of the Steps, click on the Next button until you get back to the Properties page.
|Once you reach the Email page, make any changes that need to be made.
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|When you are on the Properties page, make any changes needed then click the Next button.
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|<big>'''Step. 10'''</big>
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|Select the Save & Exit button to save your changes. If you do not want to save your changes, select the Discard & Exit button.
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|On the Time Slots page, make any changes needed then click the Next button.
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|<big>'''Step. 11'''</big>
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|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.
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|On the Email page, make any changes needed - select the Save & Exit button to save ALL changes.
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[[File:RelatedHowTos.png|center]]
!<span style="font-size:150%; color:#0645ad;">Related - Step by Step Guides</span>
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|[[VRS_-_Create_a_Saved_Report|Create a Saved Report]]
|style="text-align: center;" | '''Select a Guide Here'''
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|[[VRS_-_Edit_a_Saved_Report|Edit a Saved Report]]
|[[VRS - Create an Automated Report|Create/Add an Automated Report]]
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|[[VRS_-_Create_an_Automated_Report|Create an Automated Report]]
|[[VRS - Run an Automated Report - Manually|Manually Run an Automated Report]]
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|[[VRS_-_Create_a_Real_Time_Report|Create a Real Time Report]]
|[[VRS - Delete an Automated Report|Remove/Delete an Automated 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/]]
|[[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
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
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