VRS - Create an Export to Excel Report

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Revision as of 01:09, 28 July 2020 by SupportAdmin (talk | contribs)
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Overview

Reports generated from this template provide raw data divided into multiple data sets. This is done by creating a multi-sheet Excel workbook.


Requirements

1. VRS II installed and running on the system.

2. An Availability Report Template uploaded into the system.

3. Permission to Run a Report.


Instructions

Below are the options shown when creating an Export to Excel report. Visit the New Report page Click Here for more information on any individual step.


1. Select Category - Export. Click on the thumbnail for more information.


2. Select a Template - Export to Excel. Click on the thumbnail for more information.


3. Select a Variant - This report will only have one selection available - Export to Excel.


4. Select the Date Range Choose which date(s) you want the report to cover.

    Dates - supports a range of 1 to 60 days.
    Weeks - supports a range of 1 to 8 weeks.
    Months - supports a range of 1 to 3 months.


5. Select a Data Source(s) - This will include all data from the selected devices in the report.

    Everything - For this option, you will able to see the information for all the devices configured in VT3000.
    Input Devices - For this option you can select a specific device to be included.
    Filter Groups - Select a preset filter group to be applied.


6. Time Frame - Select what times to include.

    None - This option gives you the information for the entire day as defined by the calendar created in VT3000.
    Full Day - This option gives you the information of a specific shift as defined by the schedule created in VT3000.
    Shifts - This option gives you the information of a specific shift as defined by the schedule created in VT3000.
    Specified - This option gives you the information schedule created in VT3000 for a specific time frame that you define in the fields provided.


7. Options - The following will be available

    Report Title - This is the title on top of the generated report.
    Breakout Data - This will break out data into separate columns.


8. Summary - A selected options will show from the previous steps. Select the Run button if all selections are correct.


Step by Step Guides

Step Descriptions/Information

Add a Report Template

Create a Saved Report

Create an Automated Report

Create a Real-Time Report

Add a User Group (Permissions)

Setup Email - SMTP Settings


Having Trouble?