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.
Desired Phone Demo Date:_________
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.