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Reporting - Reports

From VersaVision Support


Reports-Main.png

OVERVIEW
Reporting is where the user can generate reports based on the data collected by the VersaVision software.q
There are multiple components inside Reporting, this page is focused on the Reports component.
The information below will explain all the features and options available.
This page will NOT explain how to create a report.
Please see how to articles for information regarding report creation.
This page will concentrate on Adding a Report (Basics) not report creation, Editing (Basics), Duplicating, Deleting, Running and Favoriting.



NAVIGATION
Reporting can be accessed via the Home page menu by expanding Reporting or by selecting the Reports card from the Applications section.
Once Reporting has been opened - select Reports from the menu.
Report-Report-HomeA.png



IMPORT & EXPORT
The user can Import a Report(s) or Export Reports(s).
An Import is generally done when a Technician provides an update.
An Export is generally done when creating a backup or sending the Report(s) to a VersaCall Technician.
Select the Link for more detailed information.
Import-Link-Btn.png     Export-Link-Button.png


    Add  |  Edit  |  Duplicate     

    Delete  |  Run  |  Favorite    


ADD REPORT
To Add a Report, click on the Add New button in the top right corner of the page.
Select Chart Report from the drop down menu.
Report-Report-100.png
The Properties interface will open on the screen with the following options:
Report-Report-102.png
Name - enter a name for the report being created.
Orientation - click on the down arrow and select Portrait or Landscape.
Description - enter a description for the report being created if needed, not a required field.
Click on the X to close the Properties interface.
Report-Report-103.png
The New Chart Report interface will load.
Click on the Cell in the Layout.
Report-Report-7A.png
For detailed instructions visit:
Layout-Link.png
The Cell Properties will load on the right side of the Cell.
There are 3 sections available: Properties, Series & Appearance.
Report-Report-104.png
The Properties section is where the user will setup the following options:
Report-Report-105.png
Name - enter a name for the Report.
Type - select the type of report being created.
Mixed - will produce a Bar Chart, Line Chart, Area Chart or a Combination.
Pie Chart - will produce Pie Chart.
Dynamic - this is for a Custom Report provided by VersaCall - please contact Support for assistance.
Blank - this is used to leave a blank space/cell on the report.
Dimension - select the X Axis Data component - Example: selecting Days would display bars of data by Day.
Sort - select how the bars in the graph should be sorted along the x Axis.
Advanced Options - select this option to customize the data.
For detailed instructions visit:
Cell-Prop-Link.png
The Series section is where the user will define each data segment of the Chart/Graph.
There are different types of reports that can be setup: Data, Formula & Moving Average.
The setup of a Mixed report type will vary from a Pie Chart report type.
Example in the image is of a Duration Data Series.
Report-Report-106.png
For detailed instructions visit:
Mixed-Data-Link.png     Mixed-Formula-Link.png     Mixed-Avg-Link.png
Pie-Data-Link.png     Pie-Formula-Link.png     Pie-Avg-Link.png
The Appearance section is where the user will define the Y Axis.
A Y Axis can appear on the Right or the Left side of the Graph.
The setup of a Mixed report type will vary from a Pie Chart report type.
Example shows 2 Y Axis items.
Report-Report-107.png
For detailed instructions visit:
Mixed-Link.png     Pie-Link.png
When a user selects to Run a report, there can be requirements requested - these are referred to as Parameters
Click on the Parameters button to access.
Report-Report-9A.png
There are multiple Parameter types available for any report.
Data Filter - in this section the user allows/denies the user to select specific Location(s) and Monitoring Point(s).
Report-Report-108.png
For detailed instructions visit:
Data-Filter-Link.png
Schedule in this section the user allows/denies the user the ability to override the Schedule assigned to the location.
Report-Report-109.png
For detailed instructions visit:
Var-Schedule.png
Time Filter - in this section the user allows/denies the user the ability to override the Time/Shifts associated with the Schedule selected/assigned.
Report-Report-110.png
For detailed instructions visit:
Time-Filter-Link.png
Date Ranges - in this section the user allows/denies and defines the date format available to the user.
Report-Report-111.png
For detailed instructions visit:
Date-Range-Link.png
After setting up the report, click on the Save button in the top right corner.
Click on the X to close the New Chart Report interface.
Report-Report-112.png



EDIT A REPORT
To Edit an existing report, click on the 3-Dot ellipsis on the right side of the reports list.
Report-Report-20A.png
Select Edit from the menu.
Report-Report-21A.png
The Properties interface will open on the screen, edit any field.
Click on the X to close the Properties interface.
Report-Report-120.png
Name - enter a name for the report being created.
Orientation - click on the down arrow and select Portrait or Landscape.
Description - enter a description for the report being created if needed, not a required field.
The Edit Chart Report interface will load.
Click on the Cell in the Layout that needs to be edited.
Report-Report-22A.png
If the Layout needs to be edited visit:
Layout-Link.png
Cell Properties will load on the right side of the Cell.
There are 3 sections available: Properties, Series & Appearance.
Report-Report-104.png
In Properties the user can edit any of the fields:
Report-Report-122.png
Name - edit the name for the Report.
Type - select a different type of report.
Mixed - will produce a Bar Chart, Line Chart, Area Chart or a Combination.
Pie Chart - will produce Pie Chart.
Dynamic - this is for a Custom Report provided by VersaCall - please contact Support for assistance.
Blank - used to leave a blank space/cell on the report.
Dimension - edit the X Axis Data component - Example: selecting Days would display bars of data by Day.
Sort - edit how the bars in the graph should be sorted along the X Axis.
Advanced Options - select this option to customize the data or edit the options.
For detailed instructions visit:
Cell-Prop-Link.png
In Series the user can Edit, Add or Remove a Series.
Report-Report-123.png
For detailed instructions visit:
Mixed-Data-Link.png     Mixed-Formula-Link.png     Mixed-Avg-Link.png
Pie-Data-Link.png     Pie-Formula-Link.png     Pie-Avg-Link.png
In Appearance the user can Edit, Add or Remove a Y Axis.
Report-Report-124.png
For detailed instructions visit:
Mixed-Link.png     Pie-Link.png
Click on the Parameters button to access and Edit those settings.
Report-Report-125.png
For detailed instructions visit:
Data-Filter-Link.png Var-Schedule.png
Time-Filter-Link.png Date-Range-Link.png
After editing the report, click on the Save button in the top right corner.
Click on the X to close the Edit Chart Report interface.
Report-Report-126.png



DUPLICATE A REPORT
To Duplicate an existing report, click on the 3-Dot ellipsis on the right side of the reports list.
Report-Report-40A.png
Select Duplicate from the pop-up menu.
Report-Report-41A.png
The Report Layout screen will load.
By default, the duplicated report will be named "Report Name_copy".
At a minimum, the user should select the Properties button and provide a name for the report.
Report-Report-130.png
For information on editing a report, visit the Edit a Report section.
After renaming and editing the report, click on the Save button in the top right corner.
Click on the X to close the New Chart Report interface.
Report-Report-131.png



DELETE A REPORT
To remove an existing report, click on the 3-Dot ellipsis on the right side of the reports list.
Report-Report-40A.png
Select Delete from the pop-up menu.
Report-Report-51A.png
A warning message will load.
Select Yes to remove the report.
Select Cancel to keep the report.
Report-Report-52.png



RUN A REPORT
To manually run a report at any time, click on the Run button for the specific report.
Report-Report-60A.png
If the report has Parameters, the user will need to select/add those.
Click on the Run Report button.
Report-Report-62A.png



FAVORITE A REPORT
To favorite a Report, click on the Star icon on under the Favorite column.
Report-Report-70A.png


The Star will turn solid indicating that it is enabled.
Report-Report-71.png
On the VersaVision Home page, any time Favorite is selected under the Reports heading, favorited reports will show as individual cards.
Click on the card to run the report in a new web browser tab.
Report-Report-75A.png


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    Delete  |  Run  |  Favorite    

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