VRS - Edit an Automated Report

---

---

Overview An Automated Report is created so that it can run without any user interaction. The report will run and email the results to users. This type of report can only be setup if your system currently sends emails to users. Automated reports are delivered as either an Excel File, PDF File or JPEG File.

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. At least 1 Automated Report created and saved in the system. 4. Email must be enabled in the VT3000 Core Software in order to send the Automated Report out.

---

---

Step 1. Open the VT3000 web interface – select VRS II – log in with your username and password.

---

Step 2. On the VRS II home page select the down arrow on the Options field in the top right corner of the screen - select Automated Reports from the list.

---

Step 3. When the Automated Reports page loads, you will see a list of all the reports saved on the systemn. Report Name - the name assigned to the automated report when it was created. When - time slot the automated report is scheduled to run. Email - all the email addresses setup to receive the report file. Last Run - the date and time the automated report was last run. Actions - icons can be selected to run specific actions/options.

---

Run the Automated Report Click on the Play button icon in the Actions section to run the report. You will see a confirmation message stating the report is running. All email addresses will receive a report file immediately.

---

Delete the Automated Report Click on the X button icon in the Actions section to remove the Automated Report. Select OK on the warning message.

---

Edit an Automated Report If you need to make changes to the setup of the Automated Report - click on the Pencil icon button in the Actions section.

---

Automated Report Properties The Automated Report Properties page will load. NOTE - When making changes you must select the Next button and End on the Email page before selecting Save & Exit. If you select Save & Exit on any other Step/Property, the changes may not take effect. Select any field in the Properties section to change it. Select any Step from the list to changes to it. If you make a change to one of the Steps, click on the Next button until you get back to the Properties page. When you are on the Properties page, make any changes needed then click the Next button. On the Time Slots page, make any changes needed then click the Next button. On the Email page, make any changes needed - select the Save & Exit button to save ALL changes.

---

---

Select a Guide Here Create a Saved Report Edit a Saved Report Create an Automated Report Create a Real Time Report Edit a Real Time Report

---

---