VRS - Add a Report Template

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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 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. One or more report template files.

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Step 1. Download the zip file to the VersaCall server or to a computer that can access the VT3000 web interface.

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Step 2. Unzip the file - save the files to the desktop or a location you can find easily.

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Step 3. Open the VT3000 web interface – select VRS II – log in with your username and password.

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Step 4. Select the down arrow in the Options field - select Report Templates from the list.

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Step 5. Select the Browse button from the Upload Template field.

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Step 6. Navigate to the location where you saved the template(s) – double click on the template you want to upload.

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Step 7. Select the Upload button on the Report Templates page.

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Step 8. A green message bar will appear stating the template was uploaded. If you get a red error message, please contact VersaCall Support.

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Step 9. The template that you uploaded will now appear in the list. Template – name of the template. Version – the template version. Reports – number of saved reports template is used for. Def. Groups – number of definition groups for the template (N/A = indicates definition groups are not required). Action – select the “X” to delete the template.

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Step 10. Repeat the steps to upload additional templates.

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Step 11. Select VersaCall logo (top left corner) to return to the VRS II Home screen.

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Select a Guide Here Get a List of all Report Templates and Versions in VRS II Remove/Delete a Report Template

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