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 | =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= | |||
'''1.''' VRS II installed and running on your system. | |||
'''2.''' Zip file with templates from VersaCall. | |||
'''3.''' Permissions to add templates to VRS II. | |||
=Instructions= | =Instructions= | ||
| Line 5: | Line 16: | ||
'''1.''' Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface. | '''1.''' Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface. | ||
<gallery widths=91 heights=137> | |||
File:UpTemp1.png | |||
</gallery> | |||
'''2.''' Unzip the file - save the files to the desktop or a location you can find easily. | '''2.''' Unzip the file - save the files to the desktop or a location you can find easily. | ||
<gallery widths=127 heights=222> | |||
File:UpTemp6.png | |||
</gallery> | |||
<gallery widths=607 heights=232> | |||
File:UpTemp2.png | |||
</gallery> | |||
'''3.''' Open the VT3000 web interface – select VRS II – log in. | '''3.''' Open the VT3000 web interface – select VRS II – log in. | ||
<gallery widths=252 heights=47> | |||
File:UpTemp3.png | |||
</gallery> | |||
<gallery widths=411 heights=171> | |||
File:UpTemp4.png | |||
</gallery> | |||
'''4.''' Select the down arrow in the Options field - select Report Templates. | '''4.''' Select the down arrow in the Options field - select Report Templates. | ||
<gallery widths=95 heights=36> | |||
File:UpTemp5.png | |||
</gallery> | |||
<gallery widths=130 heights=225> | |||
File:UpTemp7.png | |||
</gallery> | |||
'''5.''' Select the Browse button from the Upload Template field. | '''5.''' Select the Browse button from the Upload Template field. | ||
<gallery widths=421 heights=72> | |||
File:UpTemp8.png | |||
</gallery> | |||
'''6.''' Navigate to the location where you saved the template(s) – double click on the template you want to upload. | '''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 | |||
</gallery> | |||
'''7.''' Select the Upload button on the Report Templates page. | '''7.''' Select the Upload button on the Report Templates page. | ||
<gallery widths=421 heights=42> | |||
File:UpTemp9.png | |||
</gallery> | |||
'''8.''' A green message bar will appear stating the template was uploaded. | '''8.''' A green message bar will appear stating the template was uploaded. | ||
<gallery widths=210 heights=32> | |||
File:UpTemp11.png | |||
</gallery> | |||
'''9.''' The template that you uploaded will now appear in the list. | '''9.''' The template that you uploaded will now appear in the list. | ||
<gallery widths=740 heights=110> | |||
File:UpTemp12.png | |||
</gallery> | |||
'''a. Template''' – name of the template. | '''a. Template''' – name of the template. | ||
| Line 63: | Line 100: | ||
'''11.''' Select VersaCall logo (top left corner) to return to the VRS II Home screen. | '''11.''' Select VersaCall logo (top left corner) to return to the VRS II Home screen. | ||
<gallery widths=87 heights=85> | |||
File:UpTemp13.png | |||
</gallery> | |||
'''12.''' See the Step by Step Guide section below for instructions on how to run specific reports. | '''12.''' See the Step by Step Guide section below for instructions on how to run specific reports. | ||
Revision as of 16:01, 27 July 2020
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
1. VRS II installed and running on your system.
2. Zip file with templates from VersaCall.
3. Permissions to add templates to VRS II.
Instructions
1. Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.
2. Unzip the file - save the files to the desktop or a location you can find easily.
3. Open the VT3000 web interface – select VRS II – log in.
4. Select the down arrow in the Options field - select Report Templates.
5. Select the Browse button from the Upload Template field.
6. Navigate to the location where you saved the template(s) – double click on the template you want to upload.
7. Select the Upload button on the Report Templates page.
8. A green message bar will appear stating the template was uploaded.
9. The template that you uploaded will now appear in the list.
a. Template – name of the template.
b. Version – the template version.
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).
e. Action – select the “X” to delete the template.
10. Repeat the steps to upload additional templates.
11. Select VersaCall logo (top left corner) to return to the VRS II Home screen.
12. See the Step by Step Guide section below for instructions on how to run specific reports.
Step by Step Guides
Run an Average Resolve Time Report
Run an Average Response Time Report
Run a Downtime Barchart Report
Run a Downtime Break Down Report
Run a Downtime Pie Chart Report
Run a Downtime by Reason Code Report
Run an Equipment Timeline Report
Run a Number of Incidents Report
Run an Output Bar Chart Report
Run a Performance Cycle Time Report
Run a Performance Output Report
Run a Scrap by Reason Code Report
Having Trouble?
Submit a Service Ticket