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

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=Overview=
{|style="background:transparent; color:black" border="0" height="230" align="center" valign="bottom"
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.
|+style="background:transparent|
 
|-align="center"
 
|
=Requirements=
|[[Image:CallUsBtn.png|Call Now 858-677-6766]]
 
|
'''1.''' VRS II installed and running on your system.
|[[Image:SubmitTckBtn.png|link=https://www.versacall.com/customer-support/service-ticket]]
 
|
'''2.''' Zip file with templates from VersaCall.
|[[Image:EmailUsBtn.png|link=mailto:[email protected]?Subject=Help%20Needed%20Wiki&body=Type%20Message%20Here]]
 
|}
'''3.''' Permissions to add templates to VRS II.
<br>
 
----
 
----
=Instructions=
<br>
 
[[File:GeneralHeader.png]]
'''1.''' Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery widths=91 heights=137>
|-
File:UpTemp1.png
|<big>'''Overview'''</big>
</gallery>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
 
|-
'''2.''' Unzip the file - save the files to the desktop or a location you can find easily.
|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.
 
|}
<gallery widths=127 heights=222>
|}
File:UpTemp6.png
<br>
</gallery>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
<gallery widths=607 heights=232>
|<big>'''Requirements'''</big>
File:UpTemp2.png
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
</gallery>
|valign="top" |
 
{| class="wikitable mw-collapsible mw-collapsed" width="775px;"
 
|-
'''3.''' Open the VT3000 web interface – select VRS II – log in.
|style="text-align: center;" | '''See Requirements Here'''
 
|-
<gallery widths=252 heights=47>
|'''1.''' The VT3000 Core Software installed and running on your system.
File:UpTemp3.png
|-
</gallery>
|'''2.'''  The VersaCall Reporting Software II (VRSII) installed and running on your system.
 
|-
<gallery widths=411 heights=171>
|'''3.''' One or more report template files.
File:UpTemp4.png
|}
</gallery>
|}
             
|}
 
<br>
'''4.''' Select the down arrow in the Options field - select Report Templates.
----
 
----
<gallery widths=95 heights=36>
<br>
File:UpTemp5.png
[[File:InstructionHeader.png]]
</gallery>
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery widths=130 heights=225>
|-
File:UpTemp7.png
|<big>'''Step 1.'''</big>  
</gallery>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
 
|-
'''5.''' Select the Browse button from the Upload Template field.
|Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
 
{|style="margin:left;"
<gallery widths=421 heights=72>
|valign="top" |
File:UpTemp8.png
{|class="wikitable" style="background:white; align:center;"
</gallery>
|-
 
|[[File:UpTemp1.png|center|91px]]
 
|}
'''6.''' Navigate to the location where you saved the template(s) – double click on the template you want to upload.
|}
 
|}
<gallery widths=213 heights=153>
|}
File:UpTemp10.png
<br>
</gallery>
----
 
<br>
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
'''7.''' Select the Upload button on the Report Templates page.
|-
 
|<big>'''Step 2.'''</big>
<gallery widths=421 heights=42>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
File:UpTemp9.png
|valign="top" |
</gallery>
|-
 
|Unzip the file - save the files to the desktop or a location you can find easily.
{|style="margin:left;"
'''8.''' A green message bar will appear stating the template was uploaded.
|valign="top" |
 
{|class="wikitable" style="background:white;"
<gallery widths=210 heights=32>
|-
File:UpTemp11.png
|[[File:UpTemp6.png|center|127px]]
</gallery>
|}
 
{|class="wikitable" style="background:white;"
|-
'''9.''' The template that you uploaded will now appear in the list.
|[[File:UpTemp2.png|center|607px]]
 
|}
<gallery widths=740 heights=110>
|}
File:UpTemp12.png
|}
</gallery>
|}
 
<br>
    '''a. Template''' – name of the template.
----
    '''b. Version''' – the template version.
<br>
    '''c. Reports''' – number of saved reports template is used for.
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
    '''d. Def. Groups''' – number of definition groups for the template (N/A = indicates definition groups are not required).
|-
    '''e. Action''' – select the “X” to delete the template.
|<big>'''Step 3.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
'''10.''' Repeat the steps to upload additional templates.
|-
 
| Open the VT3000 web interface – select VRS II – log in with your username and password.
 
{|style="margin:left;"
'''11.''' Select VersaCall logo (top left corner) to return to the VRS II Home screen.
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
<gallery widths=87 heights=85>
|-
File:UpTemp13.png
|[[File:UpTemp3.png|center|252px]]
</gallery>
|}
 
{|class="wikitable" style="background:white; align:center;"
 
|-
'''12.''' See the Step by Step Guide section below for instructions on how to run specific reports.
|[[File:UpTemp4.png|center|411px]]
 
|}
 
|}
 
|}
=Step by Step Guides=
|}
 
<br>
[[VRS - Create an Availability Report|Run an Availability Report]]
----
 
<br>
[[VRS - Create an Average Resolve Time Report|Run an Average Resolve Time Report]]
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
[[VRS - Create an Average Response Time Report|Run an Average Response Time Report]]
|<big>'''Step 4.'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[VRS - Create a Downtime Barchart Report|Run a Downtime Barchart Report]]
|valign="top" |
 
|-
[[VRS - Create a Downtime Break Down Report|Run a Downtime Break Down Report]]
|Select the down arrow in the Options field - select Report Templates from the list.
 
{|style="margin:left;"
[[VRS - Create a Downtime Percent Report|Run a Downtime Percent Report]]
|valign="top" |
 
{|class="wikitable" style="background:white; align:center;"
[[VRS - Create a Downtime Pie Chart Report|Run a Downtime Pie Chart Report]]
|-
 
|[[File:UpTemp5.png|center|95px]]
[[VRS - Create a Downtime by Reason Code Report|Run a Downtime by Reason Code Report]]
|}
 
{|class="wikitable" style="background:white; align:center;"
[[VRS - Create an Equipment Timeline Report|Run an Equipment Timeline Report]]
|-
 
|[[File:UpTemp7.png|center|130px]]
[[VRS - Create an Export to Excel Report|Run an Export to Excel Report]]
|}
 
|}
[[VRS - Create a Number of Incidents Report|Run a Number of Incidents Report]]
|}
 
|}
[[VRS - Create an OEE Report|Run an OEE Report]]
<br>
 
----
[[VRS - Create an Output Bar Chart Report|Run an Output Bar Chart Report]]
<br>
 
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
[[VRS - Create an Output Trend Report|Run an Output Trend Report]]
|-
 
|<big>'''Step 5.'''</big>
[[VRS - Create a Performance Cycle Time Report|Run a Performance Cycle Time Report]]
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
[[VRS - Create a Performance Output Report|Run a Performance Output Report]]
|-
 
|Select the Browse button from the Upload Template field.
[[VRS - Create a Performance Rate Report|Run a Performance Rate Report]]
{|style="margin:left;"
 
|valign="top" |
[[VRS - Create a Quality Report|Run a Quality Report]]
{|class="wikitable" style="background:white; align:center;"
 
|-
[[VRS - Create a Scrap by Reason Code Report|Run a Scrap by Reason Code Report]]
|[[File:UpTemp8.png|center|421px]]
 
|}
[[VRS - Create a Shift Summary Report|Run a Shift Summary Report]]
|}
 
|}
 
|}
=Having Trouble?=
<br>
 
----
<gallery widths=150px>
<br>
File:ticketicon.png|Submit a Service Ticket|link=VT3000_Home
{|style="margin:left; width: 100px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
</gallery>
|-
|<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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