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MessageStats 7.8 - Report Pack for Exchange Online User Guide

About the Exchange Online (Office 365) Report Pack Preparing for Installation Connecting and configuring for Exchange Online Creating Gathering Tasks Setting Task Default Properties Managing your Database Using the Reports Console Exchange Online Report Descriptions Report Filter Definitions About us

Using the Edit Button

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Using the Reports Console > Editing Reports

Editing Reports

You can modify both the configured MessageStats Report Pack for Exchange Online Reports and any custom reports that you create. You can edit reports in the following ways:

•
Using the Edit button on the report listview
•
Selecting filters before rendering a report
•
Using the Quick Filter Bar at the bottom of the report
•
Using Save Report Settings to retain the filters, sort and grouping options, and any other modifications that you have made to a report, to facilitate the creation of subsequent reports with the same settings.
•
Using the column headers on the reports to change grouping and sorting options
•
Using the Edit menu on the toolbar to launch the MessageStats Report Pack for Exchange Online Reports Wizard

The following table describes the extent of editing for each type:

 

Table 1. Editing options for reports.

Type

Description

Edit Button

Allows you to copy the report to a different destination folder, move the report to a different location, rename or delete the report, or edit the report description.

Filters

Allows you to restrict the report content to specific information before the report is rendered.

Quick Filter Bar

Allows you to change filter options and regenerate the report.

For more information, see Using Quick Filters.

Column Header

Allows you to add or remove fields in the report, and change group and sort options. For more information, see Changing Grouping OptionsChanging Grouping Options.

Edit Menu

Opens the Web Report Wizard to allow you to customize or modify an existing report.

Using the Edit Button

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Using the Reports Console > Editing Reports > Using the Edit Button > Using the Edit Button

Using the Edit Button

An Edit button is located at the right side of each folder and report in the file-based model. The commands available on the Edit button differ depending on whether the Edit button is accessed from a folder or a report.

For folders, the following commands are available:

 

Table 2. Edit options at the folder level.

Command

Description

Copy To

Opens a dialog box for you to define the destination of the copied folder.

Move To

Opens a dialog box for you to define the destination of the moved folder.

After the report is moved to the new location, the original is deleted.

Rename

Opens a dialog box for you to rename the selected folder.

Delete

Prompts you to verify that you want to delete the folder.

Edit Description

Opens a dialog box for you to edit the description of the folder.

For reports, the following commands are available:

 

Table 3. Edit options at the report level.

Command

Description

Copy To

Opens a dialog box for you to define the destination of the copied report.

Move To

Opens a dialog box for you to define the destination of the moved report. After the report is moved to the new location, the original is deleted.

Rename

Opens a dialog box for you to rename the selected report.

Delete

Prompts you to verify that you want to delete the report.

Modify Report

Opens the Web Report Wizard to allow you to make any changes to the selected report, and save your custom report.

Using Quick Filters

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Using the Reports Console > Editing Reports > Using Quick Filters

Using Quick Filters

Each report can have a Quick Filter bar at the bottom of the page. This bar does not scroll with the report.

To use Quick Filters
1
Select a field from the list.
2
Select a parameter from the following list:
 

Table 4. Quick filter parameters.

Parameter

Available in

Description

=

All

The field value equals the criteria value.

<>

All

The field value is not equal to the criteria value.

>

All

The field value is greater than the criteria value.

<

All

The field value is less than the criteria value.

<=

All

The field value is less than or equal to the criteria value.

>=

All

The field value is greater than or equal to the criteria value.

like

All

The field value is like the criteria value.

is NULL

All

There is no value for the criteria field.

is not NULL

All

There is any value except NULL for the criteria value.

between

All

The field value falls between the two criteria that you define.

is in

All

The field value is in the criteria that you define.

NOTE: When using the is in operator, you can multi-select in the Select a Value dialog box by holding down the CTRL key and clicking the items you want. The selected items appear in the edit box as a list separated by semi-colons.

not in

All

The field value is not in the criteria that you define.

last

Date, DateTime

This operator allows you to select a time interval in the form nn uu, where nn is a number and uu is a unit of time. (For example, Last 5 Weeks, Last 3 days, and so on). The time interval is based on the current time.

most recent

Date, DateTime

This operator queries the database for the most recent entry for the specified field and then uses that value to find all records with a matching value. The value depends on the content of the database and is independent of the current time. “Most recent” could potentially mean a time long past, and remain unchanged until the database is changed.

today

Date, DateTime

Today = from 12:00 AM to the current time.

yesterday

Date, DateTime

Yesterday = from 12:00 AM to 11:59 PM yesterday.

this week

Date, DateTime

Start = Sunday of current week, End = today.

last week

Date, DateTime

Start = Sunday of previous week, End = Saturday of previous week.

this month

Date, DateTime

Start = 1st day of current month, End = today.

last month

Date, DateTime

Start = 1st day of previous month, End = last day of previous month.

this quarter

Date, DateTime

Start = 1st day of current quarter, End = today.

last quarter

Date, DateTime

Start = 1st of previous quarter, End = last day of previous quarter.

NOTE: Quarters start January 1, April 1, July 1, and October 1.

year to date

Date, DateTime

This operator selects records with dates from January 1 of the current year to the current date.

contains

Description

The field value contains the specified criteria.

does not contain

Description

The field value does not contain the specified criteria.

starts with

Description

The field value starts with the specified criteria.

ends with

Description

The field value ends with the specified criteria.

does not start with

Description

The field value does not start with the specified criteria.

does not end with

Description

The field value does not end with the specified criteria.

When using the DateTime filters, time is based on UTC, not local time.

3
Define the filter criteria.

- OR -

Define both criteria if you have selected Between as your report parameter.

4
Click .

Changing Grouping Options

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Using the Reports Console > Editing Reports > Changing Grouping Options

Changing Grouping Options

After a report is generated, you can change the grouping options for the report. Each column header provides the facility to change grouping options.

The following illustration shows the grouping options that might appear when you click the column header. The options that appear depend on the current settings.

Initially, the same options appear regardless of which column header you select. After you change the grouping options, the list changes to reflect your current settings.

 

Table 5. Options to group data in reports.

Option

Description

Group By

Groups the report by the selected field.

Ungroup

Removes the grouping of the report by the selected field.

Insert Field

Adds a new field to the left of the selected field.

When you select this option, a scrolling list appears for you to select the new field.

Append Field

Adds a new field to the right of the selected field.

When you select this option, a scrolling list appears for you to select the new field.

Remove Field

Removes the selected field from the report.

Sort Ascending

Sorts the field in ascending order.

Sort Descending

Sorts the fields in descending order.

Remove Sorting

Removes the sorting that you have indicated from the report.

Grouping changes you make to the sorting options for column headers are automatically reflected in the Report Information dialog box.

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