VRS - Create a Real Time Report

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Overview

A Real-Time Report is created so that the report can be viewed in a cell on a Panel. Real-Time Reports can only be added to Combo Panels.


Requirements

1. VRS II installed and running on the system.

2. A Report Template uploaded into the system.

3. Permission to create a Real-Time Report.

4. At least 1 remaining license for a Combo panel.


Instructions

1. Run a report as you normally would - complete all 8 steps.


2. After the report has run and it is presented in your web browser - click on the VRS tab that you clicked Run in.


3. Select the "Convert to a Real Time Report" button.


4. The following options are available on the Properties page:

    a. Name - enter a name for the automated report.
    b. Offset - select the type of time offset for the report. How many days, weeks, months or years do you want to go back when the report is run. This is not a required field.
         i. Dates - enter number of days in From & To field.
         ii Weeks - enter number of weeks in From & To field.
         iii. Months - enter number of months in From & To field.
         iv. Years - enter number of years in From & To field.
    c. From - enter a day, week, month or year for when the report will start.
    d. To - enter a day, week, month or year for when the report will end.
    e. Lock Steps - select the steps that are not required to be changed each time the report is run.


5. Example - there is no offset so the report will always run for the current day.


6. Click on the Next button when all fields are filled in.


7. Click on the Add Time Slot button. Multiple time slots can be added.


8. The first Frequency option available is to run the report every hour.

    a. Frequency - select Every Hour.
    b. Minutes Past the Hour - use the down arrow to select the number of minutes past the hour to run the report.


9. The second Frequency option available is to run the report every day.

    a. Frequency - select Every Day.
    b. Time -  click on the Clock icon and select the time you want to run the report. Time will show in 30 minute intervals.
    c. Days - select the day(s) you want the report to run.

NOTE: The example shows the report running everyday Monday - Friday at 7 am.


10. The third Frequency option available is to run the report every Week.

    a. Frequency - select Every Week.
    b. Time - click on the Clock icon and select the time you want to run the report. Time will show in 30 minute intervals.
    c. Day of Week - select the day(s) of the week you want to the report to run.

NOTE: The example shows the report running every week on Monday at 9:00 am.


11. When all time slots are added click on the Save & Exit button.


12. The Real Time Reports page will load. You will see the report that was created show in the list.


Step by Step Guides

Edit a Real-Time Report

Add a Report Template

Add a User Group (Permissions)


Having Trouble?