Our standard phone demo for Robot Reports covers the topics listed below. We’ll use either a report set that you already have on your system, or we’ll create a test report set by using the automated report setup menu option. During the demo, we will:

  • Walk you through the settings on the Report Set Panel, and talk about how they affect all reports defined to that set.

  • Discuss how using a combination of the right compare values on the Report Name Panel allows you to process your reports exactly the way you want.

  • Talk about how you can use Bursting Instructions to divide a report into sections. These sections can then be distributed differently than the whole report or the other sections.

  • Discuss your report distribution, and the different types of output options available through Robot Reports.

  • Show you how to move around in the Robot Reports screens, using the Navigator as well as using menu options to jump to a specific area.

To set up a phone demo, call Technical Support at +1 952-933-0609, or fill out the information below and fax it to +1 952-238-8414.

Name:__________________________

Phone:_________________________

Company:_______________________

Desired Phone Demo Date:_________

Time:______________

I am interested in more information of the following topics. Note: These topics can be covered during the phone demo or at a later time.

Automatic setup of performance factors

__ System Setup and General System Setup panels

__ Multiple scheduling options

__ My current Robot Reports setup and how well it works

__ Creating new views of a report

__ Creating PDF files as a distribution option

__ Setting up auto-email with Robot Alert

__ Other (please specify) ________________________________

When preparing for a phone demo, consider the following:

  • Will you primarily be using the Search, Robot, or Execute type of processing?

  • What are your goals in using Robot Reports? (For example, archiving, less paper use, creating PDF documents, auto-emailing, bursting, bundling, etc.)

  • How will you be distributing your reports?

  • Can you have a spool file available for us to work with? (Be sure your spool file is located in an output queue that is not attached to a writer.)

  • If you have a chance, review the Robot Reports Getting Started Guide, especially the Introduction and Report Set components.

 


Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: March 08, 2018