Difference between revisions of "VRS New Report"

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=Create A Report=
{|style="margin:auto; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
After selecting to Create New Report on the VRS main page, the user will see 8 steps. These steps are the same for any report, only the options in the steps change based on the template selected.
|-
 
|<big>'''Overview'''</big>
=Options When Creating a New Report=
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
 
|-
'''1.''' On the main page, in the Available Reports section, select the Create a New Report button.
|After selecting to Create New Report on the VRS main page, the user will see 8 steps. These steps are the same for any report, only the options in the steps change based on the template selected.
 
|}
[[File:VRS44.png]]
|}
 
<br>
 
=<big>'''Steps & Options'''</big>=
'''2. Step One''' - select the Category of the template, there are 5.
<br>
 
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<gallery>
|-
VRS45.png|link=VRS - Analytics|
|<big>'''Step 1'''</big>
VRS46.png|link=VRS - Production|
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
VRS47.png|link=VRS - Export|
|valign="top" |
VRS48.png|link=VRS - Downtime|
|-
VRS49.png|link=VRS - Communications|
|Select the Category/Group of the template you wish to use.
</gallery>
|-
 
|style="text-align:center" | <u>'''Click on one of the Category/Group Icons for an overview of the templates available in that group.'''</u>
 
{|style="margin:left;"
'''3. Step Two''' - select the specific Template, there will be different options based on the category selected
|valign="top" |
 
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
    '''Communications'''
|[[File:VRS45.png|center|140px|link=VRS - Analytics]] || [[File:VRS49.png|140px|link=VRS - Communications]] || [[File:VRS48.png|center|140px|link=VRS - Downtime]] || [[File:VRS47.png|center|140px|link=VRS - Export]] || [[File:VRS46.png|center|142px|link=VRS - Production]]
 
|}
<gallery>
|}
Comm12.png|link=VRS - Response Time|
|}
Comm22.png|link=VRS - Resolve Time|
|}
Comm32.png|link=VRS - Number of Incidents|
<br>
</gallery>
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
 
|<big>'''Step 2'''</big>
    '''Down Time'''
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
<gallery>
|-
Down1.png|link=VRS - Downtime Bar Chart|
|Select the Specific Template to be used, there will be different options based on the category selected.
Down2.png|link=VRS - Downtime Breakdown|
|-
Down3.png|link=VRS - Downtime by Reason|
|style="text-align:center" | <u>'''Click on one of the Icons for an image/example of the report.'''</u>
Down4.png|link=VRS - Downtime Percent|
{|style="margin:left;"
Down5.png|link=VRS - Downtime Piechart|
|valign="top" |
</gallery>
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
 
|colspan = "5" style="text-align:center" | '''Communications Reports'''
    '''Production'''
|-
 
|[[File:Comm12.png|center|140px|link=VRS - Response Time]] || [[File:Comm22.png|center|140px|link=VRS - Resolve Time]] || [[File:Comm32.png|center|140px|link=VRS - Number of Incidents]]
<gallery>
|}
Prod1.png|link=VRS - Equipment Timeline|
{|class="wikitable" style="background:white; align:center; width:775px"
Prod2.png|link=VRS - Output Barchart|
|-
Prod3.png|link=VRS - Output Trend|
|colspan = "5" style="text-align:center" | '''Downtime Reports'''
Prod4.png|link=VRS - Scrap by Reason|
|-
Prod5.png|link=VRS - Shift Summary|
|[[File:Down1.png|center|140px|link=VRS - Downtime Bar Chart]] || [[File:Down2.png|140px|link=VRS - Downtime Breakdown]] || [[File:Down3.png|center|140px|link=VRS - Downtime by Reason]] || [[File:Down4.png|center|140px|link=VRS - Downtime Percent]] || [[File:Down5.png|center|140px|link=VRS - Downtime Piechart]]
</gallery>
|}
 
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
    '''Analytics'''
|colspan = "5" style="text-align:center" | '''Production Reports'''
 
|-
<gallery>
|[[File:Prod1.png|center|140px|link=VRS - Equipment Timeline]] || [[File:Prod2.png|140px|link=VRS - Output Barchart]] || [[File:Prod3.png|center|140px|link=VRS - Output Trend]] || [[File:Prod4.png|center|140px|link=VRS - Scrap by Reason]] || [[File:Prod5.png|center|140px|link=VRS - Shift Summary]]
Ana1.png|link=VRS - Availability|
|}
Ana2.png|link=VRS - OEE|
{|class="wikitable" style="background:white; align:center; width:775px"
Ana3.png|link=VRS - Performance Cycle Time|
|-
Ana4.png|link=VRS - Performance Output|
|colspan = "5" style="text-align:center" | '''Analytics Reports'''
Ana5.png|link=VRS - Performance Rate|
|-
Ana6.png|link=VRS - Quality|
|[[File:Ana1.png|center|140px|link=VRS - Availability]] || [[File:Ana2.png|center|140px|link=VRS - OEE]] || [[File:Ana3.png|center|140px|link=VRS - Performance Cycle Time]]
</gallery>
|-
 
|[[File:Ana4.png|center|140px|link=VRS - Performance Output]] || [[File:Ana5.png|center|141px|link=VRS - Performance Rate]] || [[File:Ana6.png|center|140px|link=VRS - Quality]]
 
|}
    '''Export'''
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
<gallery>
|colspan = "5" style="text-align:center" | '''Export Reports'''
export.png|link=VRS - Export to Excel|
|-
</gallery>
|[[File:export.png|center|140px|link=VRS - Export to Excel]]
 
|}
 
|}
 
|}
'''4. Step Three''' - select the Variant to be used on the report.
|}
 
<br>
<gallery>
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
Vdata.png|frame|left|link=VRS - Data Variant|'''Data'''
|-
Vdays.png|frame|left|link=VRS - Day Variant|'''Days'''
|<big>'''Step 3'''</big>
Vdevice.png|frame|left|link=VRS - Device Variant|'''Devices'''
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
Vdist.png|frame|left|link=VRS - Distribution Variant|'''Distribution'''
|valign="top" |
Vgroup.png|frame|left|link=VRS - Group Variant|'''Groups'''
|-
Vhours.png|frame|left|link=VRS - Hour Variant|'''Hours'''
|Select the Variant (how data will be displayed) to be used on the report.
Vmonitor.png|frame|left|link=VRS - Monitoring Point Variant|'''Monitoring Points'''
|-
Vmonth.png|frame|left|link=VRS - Month Variant|'''Months'''
|style="text-align:center" | <u>'''Click on one of the Icons for an explanation of the Variant.'''</u>
Vshift.png|frame|left|link=VRS - Shift Variant|'''Shifts'''
{|style="margin:left;"
Vtab.png|frame|left|link=VRS - Tabular Variant|'''Tabular'''
|valign="top" |
Vweeks.png|frame|left|link=VRS - Week Variant|'''Weeks'''
{|class="wikitable" style="background:white; align:center; width:775px"
</gallery>
|-
 
|[[File:Vdata.png|center|140px|link=VRS - Data Variant]] || [[File:Vdays.png|center|140px|link=VRS - Day Variant]] || [[File:Vdevice.png|center|140px|link=VRS - Device Variant]] || [[File:Vdist.png|center|140px|link=VRS - Distribution Variant]]
 
|}
 
{|class="wikitable" style="background:white; align:center; width:775px"
'''5. Step Four''' - select the Date Range for the report.
|-
 
|[[File:Vgroup.png|center|140px|link=VRS - Group Variant]] || [[File:Vhours.png|center|140px|link=VRS - Hour Variant]] || [[File:Vmonitor.png|center|140px|link=VRS - Monitoring Point Variant]] || [[File:Vmonth.png|center|140px|link=VRS - Month Variant]]
<div><ul>
|}
<li style="display: inline-block;"> [[File:DataDate.png|thumb|none|400px|'''Dates''' - select the specific From and To date from a calendar.]] </li>
{|class="wikitable" style="background:white; align:center; width:775px"
<li style="display: inline-block;"> [[File:DataYear.png|thumb|none|400px|'''Weeks''' - select the From and To year - select the From and To week of the year.]] </li>
|-
<li style="display: inline-block;"> [[File:DataMonth.png|thumb|none|400px|'''Months''' - select the From and To year - select the From and To month of the year.]] </li>
|[[File:Vshift.png|center|140px|link=VRS - Shift Variant]] || [[File:Vtab.png|center|140px|link=VRS - Tabular Variant]] || [[File:Vweeks.png|center|140px|link=VRS - Week Variant]]
<li style="display: inline-block;"> [[File:DataYear.png|thumb|none|400px|'''Years''' - select the From and To year.]] </li>
|}
</ul></div>
|}
 
|}
 
|}
'''6. Step Five''' - select the source of data for the report.
<br>
 
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
<div><ul>  
|-
<li style="display: inline-block;"> [[File:DataEver.png|thumb|none|400px|'''Everything''' - report will include all input devices.]] </li>
|<big>'''Step 4'''</big>
<li style="display: inline-block;"> [[File:DataInput.png|thumb|none|400px|'''Input Devices''' - using the list, select the device(s) to be included in the report.]] </li>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
<li style="display: inline-block;"> [[File:DataFilter.png|thumb|none|400px|'''Filter Groups''' - using the list, select the group(s) to be included in the report.]] </li>
|valign="top" |
</ul></div>
|-
 
|Select the Date Range to be used on the report.
 
{|style="margin:left;"
'''7. Step Six''' - select the Time Frame.
|valign="top" |
 
{|class="wikitable" style="background:white; align:center; width:775px"
<div><ul>
|-
<li style="display: inline-block;"> [[File:RangeNone.png|thumb|none|400px|'''None''' - all hours in the date range will be included.]] </li>
|[[File:DataDate.png|center|709px]]
<li style="display: inline-block;"> [[File:RangeFull.png|thumb|none|400px|'''Full Day''' - select the Schedule - all hours between Start of day and End of day will be included.]] </li>
|-
<li style="display: inline-block;"> [[File:RangeShift.png|thumb|none|400px|'''Shifts''' - select the Schedule - select the shifts to include in the date range.]] </li>
|'''Dates''' - select the specific From and To date from a calendar.
<li style="display: inline-block;"> [[File:RangeSpec.png|thumb|none|400px|'''Specified''' - enter the From Time and the To Time - only the hours in that range will be included.]] </li>
|}
</ul></div>
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
   
|[[File:DataWeek.png|center|698px]]
'''8. Step 7''' - depending on the template there will be multiple options available.
|-
 
|'''Weeks''' - select the From and To year - select the From and To week of the year.
 
|}
    '''a. Report Title''' - enter a name for the report or leave as default.
{|class="wikitable" style="background:white; align:center; width:775px"
    '''b. Good Response Time''' - enter a number of seconds to show as a good response time.
|-
    '''c. Poor Response Time''' - enter a number of seconds to show as a poor response time.
|[[File:DataMonth.png|center|710px]]
    '''d. Good Resolve Time''' - enter a number of seconds to show as a good resolve time.
|-
    '''e. Poor Resolve Time''' - enter a number of seconds to show as a poor resolve time.
|'''Months''' - select the From and To year - select the From and To month of the year.
    '''f. Minimum Duration''' - enter the number of seconds the duration must be to show on the report.
|}
    '''g. Y Axis Description''' - enter a name for the Y axis values on the left side of the graph.
{|class="wikitable" style="background:white; align:center; width:775px"
    '''h. Y Axis 2 Description''' - enter a name for the Y axis values on the right side of the graph.
|-
    '''i. Show Value''' - select to show the values, of the bars on the graph, or to hide them.
|[[File:DataYear.png|center|699px]]
    '''j. Exclude Break Time''' - select to include or exclude the break time in the report.
|-
    '''k. Template Theme''' - if a theme has been created, it can be selected in this field.
|'''Years''' - select the From and To year.
 
|}
 
|}
=Step by Step Guides=
|}
 
|}
[[VRS_-_Create_a_Saved_Report|Create a Saved Report]]
<br>
 
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
[[VRS_-_Create_an_Automated_Report|Create an Automated Report]]
|-
 
|<big>'''Step 5'''</big>
[[VRS_-_Create_a_Real_Time_Report|Create a Real Time Report]]
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
 
|valign="top" |
[[VRS - Create an Availability Report|Run an Availability Report]]
|-
 
|Select the Source (Devices) to be used on the report.
[[VRS - Create an Average Resolve Time Report|Run an Average Resolve Time Report]]
{|style="margin:left;"
 
|valign="top" |
[[VRS - Create an Average Response Time Report|Run an Average Response Time Report]]
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
[[VRS - Create a Downtime Barchart Report|Run a Downtime Barchart Report]]
|[[File:DataEver.png|center|263px]] || [[File:DataInput.png|center|265px]]
 
|-
[[VRS - Create a Downtime Break Down Report|Run a Downtime Break Down Report]]
|'''Everything''' - report will include all input devices - no selection required. || '''Input Devices''' - using the list, select the device(s) to be included in the report.
 
|}
[[VRS - Create a Downtime Percent Report|Run a Downtime Percent Report]]
{|class="wikitable" style="background:white; align:center; width:775px"
 
|-
[[VRS - Create a Downtime Pie Chart Report|Run a Downtime Pie Chart Report]]
|[[File:DataFilter.png|center|265px]]
 
|-
[[VRS - Create a Downtime by Reason Code Report|Run a Downtime by Reason Code Report]]
|'''Filter Groups''' - using the list, select the group(s) to be included in the report.
 
|}
[[VRS - Create an Equipment Timeline Report|Run an Equipment Timeline Report]]
|}
 
|}
[[VRS - Create an Export to Excel Report|Run an Export to Excel Report]]
|}
 
<br>
[[VRS - Create a Number of Incidents Report|Run a Number of Incidents Report]]
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
 
|-
[[VRS - Create an OEE Report|Run an OEE Report]]
|<big>'''Step 6'''</big>
 
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
[[VRS - Create an Output Bar Chart Report|Run an Output Bar Chart Report]]
|valign="top" |
 
|-
[[VRS - Create an Output Trend Report|Run an Output Trend Report]]
|Select the Time Frame, based on a Schedule or Shift(s), to be used on the report.
 
{|style="margin:left;"
[[VRS - Create a Performance Cycle Time Report|Run a Performance Cycle Time Report]]
|valign="top" |
 
{|class="wikitable" style="background:white; align:center; width:775px"
[[VRS - Create a Performance Output Report|Run a Performance Output Report]]
|-
 
|[[File:RangeNone.png|center|263px]] || [[File:RangeFull.png|center|263px]]
[[VRS - Create a Performance Rate Report|Run a Performance Rate Report]]
|-
 
|'''None''' - data will not be filtered by time - no selection required. ||'''Full Day''' - select the Schedule - data will be filtered by Start of day until the End of day.
[[VRS - Create a Quality Report|Run a Quality Report]]
|}
 
{|class="wikitable" style="background:white; align:center; width:775px"
[[VRS - Create a Scrap by Reason Code Report|Run a Scrap by Reason Code Report]]
|-
 
|[[File:RangeShift.png|center|263px]] || [[File:RangeSpec.png|center|263px]]
[[VRS - Create a Shift Summary Report|Run a Shift Summary Report]]
|-
 
|'''Shifts''' - select the Schedule - select the Shift(s) - data will be filtered by the shift(s) selected. || '''Specified''' - enter the From & To time - data will be filtered by the times entered.
 
|}
=Having Trouble?=
|}
 
|}
<gallery widths=150px>
|}
File:ticketicon.png|Submit a Service Ticket|link=https://www.versacall.com/customer-support/service-ticket/
<br>
</gallery>
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 7'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|Depending on the template selected, there will be multiple options available. Below is a description of each option.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center; width:775px"
|-
|'''Report Title''' - enter a name for the report or leave as default.
|-
|'''Good Response Time''' - enter a number of seconds to show as a good response time. Will show as a green background on the report.
|-
|'''Poor Response Time''' - enter a number of seconds to show as a poor response time. Will show as a red background on the report.
|-
|'''Good Resolve Time''' - enter a number of seconds to show as a good resolve time. Will show as a green background on the report.
|-
|'''Poor Resolve Time''' - enter a number of seconds to show as a poor resolve time. Will show as a red background on the report.
|-
|'''Minimum Duration''' - enter the number of seconds the duration must be to show on the report. Anything below this number will not show on the report.
|-
|'''Y Axis Description''' - enter a name for the Y axis values on the left side of the graph.
|-
|'''Y Axis 2 Description''' - enter a name for the Y axis values on the right side of the graph.
|-
|'''Show Value''' - select to show the values, of the bars on the graph, or to hide them.
|-
|'''Exclude Break Time''' -  select to include or exclude the break time in the report.
|-
|'''Template Theme''' -  if a theme has been created, it can be selected in this field.
|}
|}
|}
|}
<br>
{|style="margin:left; width: 800px; background:#eaf3ff; padding:5px; border:2px solid #000000;"
|-
|<big>'''Step 8'''</big>
{|style="margin:left; width: 800px; background:#F0F0F0; padding:5px; border:2px solid #000000;"
|valign="top" |
|-
|A summary of all the options that were selected in the steps will be presented.
{|style="margin:left;"
|valign="top" |
{|class="wikitable" style="background:white; align:center; width:775px"
|-
||[[File:VRSStep8 1.png|center|329px]] || [[File:VRSStep8 2.png|center|179px]]
|-
|This is an example of the summary. || Select the Run button to run the report. Select the Prev button to go back and change the settings on a specific step.
|}
|}
|}
|}
<br>
----
----
<br>
{|style="margin:auto;"
|valign="top" |
{|class="wikitable" style="text-align:center; background:#eaf3ff; width: 200px;"
|-
|[[Special:Categories|<big>'''Help by Category'''</big>]]
|}
|valign="top" |
{|class="wikitable" style="text-align:center; background:#eaf3ff; width: 200px;"
|-
|[[VT3000_How To Guides|<big>'''Step by Step Guides'''</big>]]
|}
|valign="top" |
{|class="wikitable" style="text-align:center; background:#eaf3ff; width: 200px;"
|-
|[[https://www.versacall.com/customer-support/service-ticket|<big>'''Submit a Ticket'''</big>]]
|}
|valign="top" |
{|class="wikitable" style="text-align:center; background:#eaf3ff; width: 200px;"
|-
|[[https://www.versacall.com/training|<big>'''Training Videos'''</big>]]
|}
|}
{|style="margin:auto;"
|valign="top" |
{|class="wikitable" style="text-align:center; background:#eaf3ff; width: 800px;"
|-
|colspan="2"|<inputbox>
              type=search
              default=Search VersaCall Support
            </inputbox>
|}
|}

Revision as of 19:42, 31 March 2022

Overview
After selecting to Create New Report on the VRS main page, the user will see 8 steps. These steps are the same for any report, only the options in the steps change based on the template selected.


Steps & Options


Step 1
Select the Category/Group of the template you wish to use.
Click on one of the Category/Group Icons for an overview of the templates available in that group.
VRS45.png
 VRS49.png
VRS48.png
VRS47.png
VRS46.png


Step 2
Select the Specific Template to be used, there will be different options based on the category selected.
Click on one of the Icons for an image/example of the report.
Communications Reports
Comm12.png
Comm22.png
Comm32.png
Downtime Reports
Down1.png
 Down2.png
Down3.png
Down4.png
Down5.png
Production Reports
Prod1.png
 Prod2.png
Prod3.png
Prod4.png
Prod5.png
Analytics Reports
Ana1.png
Ana2.png
Ana3.png
Ana4.png
Ana5.png
Ana6.png
Export Reports
Export.png


Step 3
Select the Variant (how data will be displayed) to be used on the report.
Click on one of the Icons for an explanation of the Variant.
Vdata.png
Vdays.png
Vdevice.png
Vdist.png
Vgroup.png
Vhours.png
Vmonitor.png
Vmonth.png
Vshift.png
Vtab.png
Vweeks.png


Step 4
Select the Date Range to be used on the report.
DataDate.png
Dates - select the specific From and To date from a calendar.
DataWeek.png
Weeks - select the From and To year - select the From and To week of the year.
DataMonth.png
Months - select the From and To year - select the From and To month of the year.
DataYear.png
Years - select the From and To year.


Step 5
Select the Source (Devices) to be used on the report.
DataEver.png
DataInput.png
Everything - report will include all input devices - no selection required. Input Devices - using the list, select the device(s) to be included in the report.
DataFilter.png
Filter Groups - using the list, select the group(s) to be included in the report.


Step 6
Select the Time Frame, based on a Schedule or Shift(s), to be used on the report.
RangeNone.png
RangeFull.png
None - data will not be filtered by time - no selection required. Full Day - select the Schedule - data will be filtered by Start of day until the End of day.
RangeShift.png
RangeSpec.png
Shifts - select the Schedule - select the Shift(s) - data will be filtered by the shift(s) selected. Specified - enter the From & To time - data will be filtered by the times entered.


Step 7
Depending on the template selected, there will be multiple options available. Below is a description of each option.
Report Title - enter a name for the report or leave as default.
Good Response Time - enter a number of seconds to show as a good response time. Will show as a green background on the report.
Poor Response Time - enter a number of seconds to show as a poor response time. Will show as a red background on the report.
Good Resolve Time - enter a number of seconds to show as a good resolve time. Will show as a green background on the report.
Poor Resolve Time - enter a number of seconds to show as a poor resolve time. Will show as a red background on the report.
Minimum Duration - enter the number of seconds the duration must be to show on the report. Anything below this number will not show on the report.
Y Axis Description - enter a name for the Y axis values on the left side of the graph.
Y Axis 2 Description - enter a name for the Y axis values on the right side of the graph.
Show Value - select to show the values, of the bars on the graph, or to hide them.
Exclude Break Time - select to include or exclude the break time in the report.
Template Theme - if a theme has been created, it can be selected in this field.


Step 8
A summary of all the options that were selected in the steps will be presented.
VRSStep8 1.png
VRSStep8 2.png
This is an example of the summary. Select the Run button to run the report. Select the Prev button to go back and change the settings on a specific step.



Help by Category
Step by Step Guides
[Submit a Ticket]
[Training Videos]

 
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