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.

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.