Enterprise Reporter 3.5 - Report Manager User Guide

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Quest Enterprise Reporter Report Manager

Starting the Report Manager Finding Answers and Getting Help An Overview of the Report Manager Security Explaining My Reports, Published Reports, and the Report Library

What are My Reports? What are Published Reports? What is the Report Library?

Reports Included in Enterprise Reporter

Active Directory Reports Azure Reports Computer Reports Enterprise Reporter System Reports Exchange Reports File Storage Analysis Reports

File Categories Folder Categories

Hybrid Reports Microsoft SQL Server Reports NTFS Reports Office 365 Reports Registry Reports Security Explorer Remediation Reports

Report Types Included in Enterprise Reporter

Active Directory Report Types Azure Active Directory Report Types Azure Resource Report Types Common Objects Report Types Computer Report Types Exchange Report Types Exchange Online Report Types File Storage Analysis Report Types Microsoft Teams Report Types NTFS Report Types OneDrive Report Types Registry Report Types SharePoint Online Report Types SQL Server Report Types

Configuring Global Settings (System Configuration)

Running and Scheduling Reports

Running Reports

Running Category Reports

Showing and Applying Category Report Parameters Change the Category Report View Navigating Within a Category Report

Running Regular Reports Running Reports or Exporting Reports to CSVand Other Formats from Different Containers Entering Parameter Values Searching for Parameter Values Importing Parameter Values Using Saved Parameters Searching for a Report Viewing Report Properties Previewing a Report Printing a Report Exporting a Report to Other Formats

Configuring a Default SMTP Server Scheduling Reports

Creating a Schedule

Delivering Scheduled Reports by Email

Types of Schedules

Run Your Schedule Once Run Your Schedule on a Daily Interval Run Your Schedule on Specified Days of the Week Run Your Schedule on a Specified Day of the Month Run Your Schedule Yearly

Working with Schedules

Adding Reports to a Schedule Editing Report Output Options on a Schedule Removing Reports from a Schedule Deleting a Schedule Running a Schedule Disabling or Enabling a Schedule Viewing Schedule History Transferring Ownership of Schedules

Troubleshooting Scheduling Issues

Using the Credential Manager

Changing passwords using the Credential Manager Changing account names using the Credential Manager

Organizing Reports

Working with Report Categories Moving Reports Copying Reports Deleting Reports

Creating and Editing Reports

Editing Reports

Using My Reports Changing the report icon Modifying the Fields to be Included

Performing Calculations Within a Report Indicating Data Age on a Report

Working with Report Parameters

What is a Parameter? Types of Parameters Parameter Operators Custom Query Data Types Working with Parameters

Changing the Layout Report Modification Example

Creating New Reports

Creating Report Layouts Setting CSV File Export Options Exporting and Importing Report Definitions

Report Designer Tips and Tricks

Report Bands Binding a Data Field to a Control Adding a Parameter Field to a Report Layout Adding a New Grouping to a Report Layout Adding a New Column to a Table Formatting Rules: Hiding or Showing a Field Based on Data Values Creating a Calculated Field Creating a Script to Run with a Report

Publishing Reports Integrating with SSRS

Configuring SSRS Publishing Reports to SSRS

Troubleshooting Issues with Enterprise Reporter

Troubleshooting connectivity issues

Restoring a connection to the Enterprise Reporter Server Restoring a connection to the Enterprise Reporter database

Troubleshooting Connection Timeouts Troubleshooting credential change failures Auditing Report Manager Activity Exporting Logs from the Report Manager Resolving Issues in the Report Manager

What To Do if the Data in Your Report is Not What You Expect Other Issues Viewing information about your Enterprise Reporter configuration

Troubleshooting Issues with SSRS

Appendix: PowerShell cmdlets

What is Microsoft Windows PowerShell? What are cmdlets? Registering Enterprise Reporter cmdlets Adding the snap-ins automatically to new sessions Enterprise Reporter cmdlets Enabling Enterprise Reporter cmdlets Loading the Enterprise Reporter cmdlets Using cmdlets to manage clusters and nodes

Creating a cluster Creating a node Disabling a node Enabling a node Finding a node by name Piping cmdlets Finding a cluster by name Disabling a cluster Enabling a cluster

Using cmdlets to manage discoveries

Getting job information Creating a job Running a job Scheduling a job Deleting a job

Using cmdlets to run reports

Connecting to the server Getting report information Exporting a report definition Importing a report definition to a category Generating a report with data

Starting the Enterprise Reporter Log Viewer Finding and opening log files Viewing and searching log file entries Filtering log file entries

Creating a Calculated Field

Calculated fields are data fields that can be created to perform calculations over different data fields in your report.

To create a calculated field

In My Reports, select the report, then click Edit report.

To edit the existing layout, click the Layout button, then click the Edit button.

For more information, see Changing the Layout .

Click the Fields List tab.

To add a new calculated field to the field list, in DataSet1, right-click the Table folder and click Add Calculated Field.

The new calculated field is created under the Table folder.

To open the Collection Editor, right-click the new calculated field, and click Edit Calculated Field.

Enter a name in the (Name) property.

In the calculated field properties, select the appropriate field type.

Possible field types include String, DateTime, TimeSpan, Byte, Int16, Int32, Float, Double, Decimal and Boolean.

To open the Expression Editor, click Expression property and click

Set the applicable expression and click OK.

The calculated field value is based on the results of the expression. The expression can be created using functions, operators, data fields, constants and parameters. For example, to create a full name field from two fields (First and Last Name) use “”.

For more information, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

Click OK to save the calculated field.

Drag and bind the calculated field to any control for display in report layout.

For more information, see Binding a Data Field to a Control .

Creating a Script to Run with a Report

Scripting allows you to insert scripts into a report and run them when the report is previewed, printed, or exported. Script commands should be placed within the event handlers of the report objects. When the corresponding event occurs (for example, a mouse click), the script code runs.

Script languages supported include C#, Visual Basic® and J#.

To add a script to an event

In My Reports, select the report, then click Edit report.

To edit the existing layout, click the Layout button, then click the Edit button.

For more information, see Changing the Layout .

Select the report control or object to execute the script on an event.

On the Property Grid in the Behavior section, expand the Scripts property and click the event on which to run the script.

To create a script for the selected event, click the drop-down arrow and select New.

In the Script Editor, enter the text for the new script.

Use the Validate option to validate and view script errors in the bottom panel.

Click OK to save changes and exit the script editor.

- OR -

Click the Designer tab to return to the Report Designer to continue editing the report.

You can edit and view the script by selecting the Scripts tab on the main Report Designer page.

Publishing Reports

Reporting administrators can publish reports that will be useful to their users. When a report is added to the Published Reports container, it is visible to all reporting users the next time they open their console. These reports are generally customized to suit your environment. You can base a published report on a report from the library, or you can create a new report and publish it. If you are a reporting administrator, you can edit reports directly in Published Reports; however, it is recommended that you copy reports to My Reports for editing.

If you have many published reports, you can create categories to group your reports for easier access. For information on copying reports, see Copying Reports . For information on categories, see Working with Report Categories .

To publish a report

•

Copy a report from My Reports or the Report Library into Published Reports.

To update a published report

Copy the report from Published Reports into My Reports.

Modify the report as needed.

When you are ready to publish, delete the old version from Published Reports.

If you skip this step, when you copy the revision back to Published Reports, it will be renamed to Report Name (1).

Copy the report from My Reports to Published Reports.

Integrating with SSRS

You can configure Enterprise Reporter for publishing reports to SQL Server Reporting Services (SSRS). Reports can then be published allowing users to generate reports using a web browser instead of the Report Manager.

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Enterprise Reporter 3.5 - Report Manager User Guide

Creating a Calculated Field

Creating a Script to Run with a Report

Publishing Reports

Integrating with SSRS