VRS - Edit 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. Once you have created a Real-Time Report you may have a need to change one or more of the properties.
This can include anything from the type of report to the time slot. This guide will explain how to edit any property of a Real-Time Report.


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 Real-Time Report created and saved in the system.



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Step 1.
Open the VT3000 web interface – select VRS II – log in with your username and password.
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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 Real-Time Reports from the list.
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Step 3.
When the Real-Time Reports page loads, you will see a list of all the reports saved on the system. Each column provides a piece of information about the Real-Time report.
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Report Name - the name assigned to the report when it was created.
Template/Variant - template used and the variant selected.
When - time the report is refreshed/re-run.
Last Run - time when the report was most recently refreshed/run.
Actions - icons can be selected to run specific actions/options.



Step. 4
Select the Pencil icon button in the Actions section inline with the Real Time Report you wish to edit.
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Step. 5
IMPORTANT: After changing any Step or Property you MUST select the Next button on each proceeding step or property, even if you do not make any changes, until you reach the Time Slots page.
Once you are on the Time Slots page you can select the Save & Exit button to save your change(s). Failure to follow the process can result in changes not being saved.
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Use the Prev button to go back through all the steps or properties.
Use the Next button to go forward through all the steps or properties until you reach the Time Slots page.
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Use the Save & Exit button to save any changes you made to the Steps or Properties.
Use the Discard & Exit button to NOT save any changes you made to the Steps or Properties.



Step. 6
After selecting the Edit icon, the Properties page will load automatically. This will be your starting point to editing the Real Time Report.
Select any field on the Properties page that you wish to change.
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Step. 7
To easily access a specific Step you need to change, click on the step in the list on the left. This can only be used for selecting the First/Initial Step that needs to be changed.
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Step. 8
After you make changes to the First/Initial Step, use the Next or Prev button to navigate through the remaining Steps & Properties.
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Step. 9
Once you reach the Time Slots page, make any changes that need to be made to the Time Slots.
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Step. 10
Select the Save & Exit button to save your changes. If you do not want to save your changes, select the Discard & Exit button.
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Step. 11
You will be returned to the Real Time Reports page. Any changes that were made on the report in regards to the Name, Template, Variant, or Time Slot will be reflected.
In our example we added an additional Time Slot to run the report at 15 minutes past the hour.
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Select a Guide Here
Create/Add a Real Time Report
Manually Run a Real Time Report
Remove/Delete a Real Time Report



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