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Enterprise Reporter 3.2.2 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter

Copying Reports

You can copy reports between containers or between categories. You can also copy a report if you want to create variations of the same report: copy the report, and then edit the settings as needed. For more information, see Editing Reports .

To copy a report
1
Expand the treeview and locate the report you want to copy.
2
Right-click the report and click Copy, then right-click the desired destination, and click Paste.
- OR -
Drag the report into another container.
* 
NOTE: Any parameter values that have been filled into a report will be included when it is copied.
NOTE: You can also copy categories from one container to another, by selecting a category in step 1. When you copy a category, all reports in the category are also copied.

Deleting Reports

If you no longer need a report, you can delete it. Reports are permanently deleted, so make sure you no longer need the report before deleting it. When you delete a report, you also remove any scheduled instances of the report.

To delete a report
1
In the treeview, select the report and click Delete.
- OR -
On the Report card for the report, click Delete.
2
In the confirmation dialog box, click Yes.

 

Creating and Editing Reports

•
Editing Reports
•
Creating New Reports
•
Report Designer Tips and Tricks
•
Publishing Reports
•
Publishing Reports to Knowledge Portal

Editing Reports

You can modify reports by changing the fields that are included in the report, adding or modifying the report parameters, or changing the layout and appearance of the report. For more information, see Help Finding and Creating Custom Reports .

You can only edit reports in the My Reports container.If you are a reporting administrator, you may also edit reports in the Published Reports container; however, it is recommended that you copy reports to My Reports for editing.

You may be editing reports for different reasons, for example:

•
You have created a new report and need to modify it.
•
You are a reporting administrator getting ready to publish reports that are based on reports from the library, and they need tweaking to meet your needs.
•
You have a published report to which someone has requested a change.

You can show a preview of the changes you have made to your report to review your edits.

See also:

•
Using My Reports
•
Changing the report icon
•
Modifying the Fields to be Included
•
Working with Report Parameters
•
Changing the Layout
•
Report Modification Example
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