VRS - Edit an Automated Report

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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.



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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 Automated Reports from the list.
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Step 3.
When the Automated Reports page loads, you will see a list of all the reports saved on the systemn.
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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.



Step 4.
Select the Pencil icon button in the Actions section inline with the Automated Report you want 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 Email page.
Once you are on the Email page 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 until you reach the Properties 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 Automated Report.
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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 Email page, make any changes that need to be made.
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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 Automated Reports page. Any changes that were made on the report in regards to the Name, Template, Variant, or Date Offset will be reflected.
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Select a Guide Here
Create/Add an Automated Report
Manually Run an Automated Report
Remove/Delete an Automated Report



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