Difference between revisions of "VRS - Add a Report Template"

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Templates are specific report types used to present data visually in a graph or in a spreadsheet format. Please ensure that you have received a zip file with the template(s) from a VersaCall Technician. If you do not have the file(s), please contact Support for further assistance.
{|style="background:transparent; color:black" border="0" height="230" align="center" valign="bottom"
 
|+style="background:transparent|
=Instructions=
|-align="center"
 
|
'''1.''' Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
|[[Image:CallUsBtn.png|Call Now 858-677-6766]]
 
|
[[File:UpTemp1.png]]
|[[Image:SubmitTckBtn.png|link=https://www.versacall.com/customer-support/service-ticket]]
 
|
 
|[[Image:EmailUsBtn.png|link=mailto:[email protected]?Subject=Help%20Needed%20Wiki&body=Type%20Message%20Here]]
'''2.''' Unzip the file - save the files to the desktop or a location you can find easily.
|}
 
<br>
[[File:UpTemp6.png]]
----
 
----
[[File:UpTemp2.png]]
<br>
 
[[File:GeneralHeader.png]]
 
<br>
'''3.''' Open the VT3000 web interface – select VRS II – log in.
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
[[File:UpTemp3.png]]
|<big>'''Overview'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[File:UpTemp4.png]]  
|valign="top" |
               
|-
 
|Templates are specific report types used to present data visually in a graph or in spreadsheet format. Please ensure that you have received a zip file with the template(s) from a VersaCall Technician. If you do not have the file(s), please contact Support for further assistance.
'''4.''' Select the down arrow in the Options field - select Report Templates.
|}
 
|}
[[File:UpTemp5.png]]     [[File:UpTemp7.png]]
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
'''5.''' Select the Browse button from the Upload Template field.
|<big>'''Requirements'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[File:UpTemp8.png]]
|valign="top" |
 
{| class="wikitable mw-collapsible mw-collapsed" width="775px;"
 
|-
'''6.''' Navigate to the location where you saved the template(s) – double click on the template you want to upload.
|style="text-align: center;" | '''See Requirements Here'''
 
|-
[[File:UpTemp10.png]]
|'''1.'''  The VT3000 Core Software installed and running on your system.
 
|-
|'''2.'''  The VersaCall Reporting Software II (VRSII) installed and running on your system.
'''7.''' Select the Upload button on the Report Templates page.
|-
 
|'''3.'''  One or more report template files.
[[File:UpTemp9.png]]
|}
 
|}
|}
'''8.''' A green message bar will appear stating the template was uploaded.
<br>
 
----
[[File:UpTemp11.png]]
----
 
<br>
[[File:InstructionHeader.png]]
'''9.''' The template that you uploaded will now appear in the list.
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
[[File:UpTemp12.png]]
|-
 
|<big>'''Step 1.'''</big>
    '''a. Template''' – name of the template.
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
    '''b. Version''' – the template version.
|valign="top" |
    '''c. Reports''' – number of saved reports template is used for.
|-
    '''d. Def. Groups''' – number of definition groups for the template (N/A = indicates definition groups are not required).
|Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
    '''e. Action''' – select the “X” to delete the template.
{|style="margin:left;"
 
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
'''10.''' Repeat the steps to upload additional templates.
|-
 
|[[File:UpTemp1.png|center|91px]]
 
|}
'''11.''' Select VersaCall logo (top left corner) to return to the VRS II Home screen.
|}
 
|}
[[File:UpTemp13.png]]
|}
 
<br>
 
----
'''12.''' See the Step by Step Guide section below for instructions on how to run specific reports.
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
=Step by Step Guides=
|<big>'''Step 2.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[VRS - Create an Availability Report|Run an Availability Report]]
|valign="top" |
 
|-
[[VRS - Create an Average Resolve Time Report|Run an Average Resolve Time Report]]
|Unzip the file - save the files to the desktop or a location you can find easily.
 
{|style="margin:left;"
[[VRS - Create an Average Response Time Report|Run an Average Response Time Report]]
|valign="top" |
 
{|class="wikitable" style="background:white;"
[[VRS - Create a Downtime Barchart Report|Run a Downtime Barchart Report]]
|-
 
|[[File:UpTemp6.png|center|127px]]
[[VRS - Create a Downtime Break Down Report|Run a Downtime Break Down Report]]
|}
 
{|class="wikitable" style="background:white;"
[[VRS - Create a Downtime Percent Report|Run a Downtime Percent Report]]
|-
 
|[[File:UpTemp2.png|center|607px]]
[[VRS - Create a Downtime Pie Chart Report|Run a Downtime Pie Chart Report]]
|}
 
|}
[[VRS - Create a Downtime by Reason Code Report|Run a Downtime by Reason Code Report]]
|}
 
|}
[[VRS - Create an Equipment Timeline Report|Run an Equipment Timeline Report]]
<br>
 
----
[[VRS - Create an Export to Excel Report|Run an Export to Excel Report]]
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
[[VRS - Create a Number of Incidents Report|Run a Number of Incidents Report]]
|-
 
|<big>'''Step 3.'''</big>
[[VRS - Create an OEE Report|Run an OEE Report]]
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
[[VRS - Create an Output Bar Chart Report|Run an Output Bar Chart Report]]
|-
 
| Open the VT3000 web interface – select VRS II – log in with your username and password.
[[VRS - Create an Output Trend Report|Run an Output Trend Report]]
{|style="margin:left;"
 
|valign="top" |
[[VRS - Create a Performance Cycle Time Report|Run a Performance Cycle Time Report]]
{|class="wikitable" style="background:white; align:center;"
 
|-
[[VRS - Create a Performance Output Report|Run a Performance Output Report]]
|[[File:UpTemp3.png|center|252px]]
 
|}
[[VRS - Create a Performance Rate Report|Run a Performance Rate Report]]
{|class="wikitable" style="background:white; align:center;"
 
|-
[[VRS - Create a Quality Report|Run a Quality Report]]
|[[File:UpTemp4.png|center|411px]]
 
|}
[[VRS - Create a Scrap by Reason Code Report|Run a Scrap by Reason Code Report]]
|}
 
|}
[[VRS - Create a Shift Summary Report|Run a Shift Summary Report]]
|}
 
<br>
 
----
=Having Trouble?=
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery widths=150px>
|-
File:ticketicon.png|Submit a Service Ticket|link=VT3000_Home
|<big>'''Step 4.'''</big>
</gallery>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|Select the down arrow in the Options field - select Report Templates from the list.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp5.png|center|95px]]
|}
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp7.png|center|130px]]
|}
|}
|}
|}
<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" |
|-
|Select the Browse button from the Upload Template field.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp8.png|center|421px]]
|}
|}
|}
|}
<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" |
|-
|Navigate to the location where you saved the template(s) – double click on the template you want to upload.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp10.png|center|213px]]
|}
|}
|}
|}
<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" |
|-
|Select the Upload button on the Report Templates page.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp9.png|center|421px]]
|}
|}
|}
|}
<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" |
|-
|A green message bar will appear stating the template was uploaded. If you get a red error message, please contact VersaCall Support.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp11.png|center|210px]]
|}
|}
|}
|}
<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" |
|-
|The template that you uploaded will now appear in the list.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|[[File:UpTemp12.png|center|740px]]
|}
{|class="wikitable" style="background:white; align:center; width:775px;"
|-
|'''Template''' – name of the template.
|-
|'''Version''' – the template version.
|-
|'''Reports''' – number of saved reports template is used for.
|-
|'''Def. Groups''' – number of definition groups for the template (N/A = indicates definition groups are not required).
|-
|'''Action''' – select the “X” to delete the template.
|}
|}
|}
|}
<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" |
|-
|Repeat the steps to upload additional templates.
|}
|}
<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" |
|-
|Select VersaCall logo (top left corner) to return to the VRS II Home screen.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center;"
|-
|[[File:UpTemp13.png|center|87px]]
|}
|}
|}
|}
<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 - View all Report Templates and Versions|Get a List of all Report Templates and Versions in VRS II]]
|-
|[[VRS - Delete a Report Template|Remove/Delete a Report Template]]
|}
|}
<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 19:23, 20 April 2023

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



GeneralHeader.png

Overview
Templates are specific report types used to present data visually in a graph or in spreadsheet format. Please ensure that you have received a zip file with the template(s) from a VersaCall Technician. If you do not have the file(s), please contact Support for further assistance.


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 template files.



InstructionHeader.png

Step 1.
Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
UpTemp1.png



Step 2.
Unzip the file - save the files to the desktop or a location you can find easily.
UpTemp6.png
UpTemp2.png



Step 3.
Open the VT3000 web interface – select VRS II – log in with your username and password.
UpTemp3.png
UpTemp4.png



Step 4.
Select the down arrow in the Options field - select Report Templates from the list.
UpTemp5.png
UpTemp7.png



Step 5.
Select the Browse button from the Upload Template field.
UpTemp8.png



Step 6.
Navigate to the location where you saved the template(s) – double click on the template you want to upload.
UpTemp10.png



Step 7.
Select the Upload button on the Report Templates page.
UpTemp9.png



Step 8.
A green message bar will appear stating the template was uploaded. If you get a red error message, please contact VersaCall Support.
UpTemp11.png



Step 9.
The template that you uploaded will now appear in the list.
UpTemp12.png
Template – name of the template.
Version – the template version.
Reports – number of saved reports template is used for.
Def. Groups – number of definition groups for the template (N/A = indicates definition groups are not required).
Action – select the “X” to delete the template.



Step 10.
Repeat the steps to upload additional templates.



Step 11.
Select VersaCall logo (top left corner) to return to the VRS II Home screen.
UpTemp13.png



RelatedHowTos.png
Select a Guide Here
Get a List of all Report Templates and Versions in VRS II
Remove/Delete a Report Template



SearchHeader.png

 



VC Footer.png
Follow Us On LinkedIn View our Blog
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