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Enterprise Reporter 3.5.1 - Report Manager User Guide

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Quest Enterprise Reporter Report Manager

Quest Enterprise Reporter Report Manager

Introducing the 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 Microsoft 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 Exporting a Report to Other Formats

Configuring a Default Email 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

Configuring Global Settings (System Configuration)

There are several global settings available on the System Configuration page that you can set to manage Enterprise Reporter.

Configure Logging

Each user of Report Manager can configure the amount of logging information that is collected from each Report Manager computer. Quest recommends using the default setting of Debug to collect as much information as possible. The following logging levels are available:

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This is the most verbose logging level (maximum volume setting).

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The Information level is typically used to output information that is useful to the running of ER.

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Warning is often used for showing when exceptional behavior has occurred. These can usually be handled without issue.

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Error is used to log all unexpected errors.

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Fatal is reserved for special exceptions/conditions causing a failure of a component (console or server) with the ER product.

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This turns off logging completely. This setting is not recommended.

Credential Manager

There are many communication channels in Enterprise Reporter, involving different sets of credentials. You can manage credentials for use throughout the system using the Credential Manager. For more information, see Using the Credential Manager .

Database Settings

You can increase the timeouts for the Enterprise Reporter server. Connection Timeout controls how long the server has to establish a connection to the database, the Command Timeout controls the amount of time available for processing a command on the database, and the Report Command Timeout controls the amount of time allowed for report generation.

For more information, see Troubleshooting Connection Timeouts .

If you are a reporting administrator, you can configure default settings for sending email. Setting default email settings makes it easier for reporting users to set up delivery of reports by email.

You can either configure a default SMTP server or, for OAuth2 authentication, you can configure Exchange Online. For Exchange Online, you must register an app for Enterprise Reporter in the Microsoft Azure portal. For more information about default email settings, see Configuring a Default Email Server .

Logon Configuration

Enterprise Reporter can be configured to bypass the login screen. This eliminates the need to enter the server and port information.

To bypass the login screen

1

Open the System Configuration page.

2

Click Manage bypass of the login screen.

3

Optionally, enable Show the login dialog at startup.

4

Report administrators can configure a custom icon for report headers. There is an option for all new reports to use the icon automatically. Reports that have custom layouts may need to have their layout adjusted to accommodate the custom icon. For more information, see Changing the report icon .

Report Parameter Favourites

You can configure Enterprise Reporter to save your favorite parameter values within each report type. Your favorites can then be loaded when running reports that contain these parameters.

For more information, see how To enter a parameter value .

Server Error Notification

Enterprise Reporter can be configured to display or suppress a login notification indicating that the Enterprise Reporter server has unexpectedly restarted since the last login.

To configure server error notification

1

On the System Configuration page, click Manage server error notification.

2

Select Do not show server restarted error to suppress the notification.

3

SSRS Server settings

SSRS is a cross product online reporting platform. Once SSRS is deployed, you can configure Enterprise Reporter to enable publishing. Reports can then be published, allowing users to generate reports using a web browser instead of the Report Manager. For more information, see Configuring SSRS .

Running and Scheduling Reports

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Running Reports

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Configuring a Default Email Server

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Scheduling Reports

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Using the Credential Manager

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Organizing Reports

Running Reports

This section outlines how to run reports, work with parameters, find reports, view report properties, preview a report, and export a report.

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Running Category Reports

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Running Regular Reports

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Running Reports or Exporting Reports to CSV and Other Formats from Different Containers

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Entering Parameter Values

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Searching for Parameter Values

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Importing Parameter Values

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Using Saved Parameters

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Searching for a Report

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Viewing Report Properties

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Previewing a Report

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Printing a Report

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Exporting a Report to Other Formats

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Running Category Reports

Category reports run and display in the report pane when the category is selected in the treeview of the Report Manager. You will find categories equipped with default category reports in Active Directory, File Storage Analysis and Exchange. For more information, see and File Storage Analysis Reports .

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Showing and Applying Category Report Parameters

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Change the Category Report View

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Navigating Within a Category Report

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