How to Get Reports using VR Portal

            A specific person or company

            To create a report on a specific person or company enter some or all of the name and click First or Last to search for people, or Company to search for a company. 



            A specific date range

            To select information within a certain time frame use the date range pickers.

             


            The information for the specific date range can be exported to Excel (see 
            Export to Excel).


            Export to Excel


            Various tabs have an Excel logo, which can be used to export the information selected to a Excel file.

            All the 
            Today+ tabs, the Register> Appointments tab, the Access> Revalidate tab and the Hours menu have this functionality. 

            Select the page of information that you wish to export. To select a specific date range see: 
            A Specific Date Range

            Click the  icon.





            The Excel file will appear in your browser's downloads folder.


                 Select the file to open.




            The information will appear in an Excel document.



            Note: to use this method Excel must be installed on the device you are using.

            Updated: 13 Jun 2019 12:32 PM
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