1. Working Knowledge Training
Lesson 4

2. Overview How to run a Report How to create a Saved Report
How to create an Automated Report
How to Edit or Delete Saved & Automated Reports

3. Running a Report
1. Select VRS II Reporting Software from the VT3000 Welcome Page,
2. Select Create a New Report from the VRS II home screen.
3. Select the report Category.

4. Running a Report
1. Select Template or Type of report – select the Next button.
2. Select Variant or Breakdown of data – select the Next button.

5. Running a Report
1. Select the Date Range (Dates, Weeks, Months or Years) – select the Next button.
2. Select Time Frame (None, Full Day, Shifts or Specified) - select the Next button.

6. Running a Report
1. Enter the Options wanted (all reports will have different options) – select the Next button.
2. Review all selected options on Summary page - select the Run button.

7. Saved Report
1. Close the tab showing the report data – return to the Report Conversion Options page.
2. Select Convert to Saved Report.
3. Saved Report Properties – select Save & Exit button.
Name – enter a name for the Saved Report
Off Set – select the type of off set you want to use (Dates, Weeks, Months & Years).
From – enter how many Days, Weeks, Months or Years to go back for the start of the report.
To – enter how many Days, Weeks, Months or Years to go back for the end of the report.
Lock Steps – checkmark any step that you do not wish the change when selecting to run the report.

8. Automated Report
1. Close the tab showing the report data – return to the Report Conversion Options page.
2. Select Convert to an Automated Report.
3. Saved Report Properties – select Next Button.
Name – enter a name for the Saved Report
Off Set – select the type of off set you want to use (Dates, Weeks, Months & Years).
From – enter how many Days, Weeks, Months or Years to go back for the start of the report.
To – enter how many Days, Weeks, Months or Years to go back for the end of the report.

9. Automated Report
4. Add a Time to run the report – select the Next button.
Add Time Slot – select the button to add a time for the report to run.
Frequency – select to run the report Every Hour, Day or Week.
Time – select the time to run the report
Days – select the specific Day(s) to run the report
5. Select Report Format & enter Addresses – select the Save & Exit button.
Report Format – select what type of file will be ed to the people listed.
To – enter the complete address of anyone you wish to send the report to. Use a semicolon to separate multiple addresses.
Description – enter a description for the report if needed.

10. Edit Saved Reports 1. Select Options – select Saved Reports.
2. Select the Edit icon (pencil).
3. Edit any of the fields – select Save & Exit.
Name – enter a name for the Saved Report
Off Set – select the type of off set you want to use (Dates, Weeks,
Months & Years).
From – enter how many Days, Weeks, Months or Years to go back for
the start of the report.
To – enter how many Days, Weeks, Months or Years to go back for the
end of the report.
Lock Steps - checkmark any step that you do not wish the change when
selecting to run the report.

11. Edit Automated Reports
1. Select Options – select Automated Reports.
2. Select the Edit icon (pencil).
3. Edit any of the options (Properties, Time Slots or ) – select Save & Exit.

12. Summary Running Reports Saved Reports Automated Reports
Selecting a Template
Selecting a Variant for the Template
Selecting a Date Range
Selecting a Data Source
Selecting a Time Frame
Adding or Removing Options
Saved Reports
Setting up an Off Set
Locking Steps
Automated Reports
Adding a Time Slot
Select Report Type
Entering Addresses

13. Practical Application
Reports
Run a report for all the template on your system.
Run a report for each of the different Variants.
Run a report and change the options.
Saved Report
Create a Saved Report.
Run a Saved Report.
Edit a Saved Report.
Automated Report
Create an Automated Report.
Run the Automated Report if your system is setup for .

14. Additional Information
VersaCall VRS II Wikipedia page – a manual that mirrors the software II
Overview Pages
Create a Report
NOTE: on this page you can click on the icons for all the different steps to get detailed information on each item.
Options
Automated Reports
Saved Reports