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Enterprise Reporter 3.5.1 - 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 Appendix: PowerShell cmdlets

Exporting a Report to Other Formats

Before or after running a report, you can export it to one of the following formats:

•
PDF
•
HTML
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MHT
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RTF
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Excel
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CSV (with formatting)
This option exports a CSV file that contains formatted information (such as title and description information). For more information on exporting to a raw, unformatted CSV file, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers and Setting CSV File Export Options .
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Text file
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Image File (includes all common image formats).
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You can also email your report in any format directly from the report window.

The procedure for exporting a report to a raw, unformatted CSV file, or exporting to other formats is the same, no matter what container the report is in.

* 
TIP: Only administrators can run reports from the library. It is recommended that you run reports from the My Reports or Published Reports containers.
To export a report without running the report
1
Click a container or category, locate the report card, and click the report name.
- OR -
Expand the treeview and select the report.
2
If necessary, in the Report Details view, enter the parameter values.
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NOTE: A report cannot be exported until all parameter cards have green check marks beside them. Optional parameters have a green check mark, but a required parameter will have a red x until you enter a valid parameter value.
For more information about entering parameters, see Entering Parameter Values .
3
In the sidebar, click Export to CSV. For details, see Setting CSV File Export Options .
1
Provide a name and location for the file and click Save..
2
Click Yes to open the file or click No to return to your report.
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NOTE: If your organization has SSRS deployed, you may be able to run reports online. A reporting administrator must publish the reports first. For more information, see Publishing Reports to SSRS .
- OR -
1
In the sidebar, click Export to...
2
Select a format for the resulting file.
3
Click Export Options, set the appropriate options, and click OK.
4
Provide a name and location for the file and click Save.
To export a report after running the report
1
Click a container or category, locate the report card, and click the report name.
- OR -
Expand the treeview as necessary, and select the report.
2
If necessary, in the Report Details view, enter the parameter values.
* 
NOTE: A report cannot be exported until all parameter cards have green check marks beside them. Optional parameters have a green check mark, but a required parameter will have a red x until you enter a valid parameter value.
For more information on entering parameters, see Entering Parameter Values .
3
In the sidebar, click Run report. and wait for the report to finish.
4
Click the Export drop-down to display export options.
5
Click the Export To drop-down to display a list of formats.
To email a report, click the Email-As drop-down or arrow to display a list of formats.
6
Select a format.
7
Set the export options and click OK.
8
Provide a name and location for the file, and click Save.
9
Click Yes to open the file.
- OR -
Click No to return to your report.

Configuring a Default Email Server

If you are a reporting administrator, and want to make it easier for reporting users to set up email in Enterprise Reporter, you can configure default email settings. There are two options for email settings:

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You can configure a default SMTP server that reporting users can select when setting up report delivery. You can provide a server that uses anonymous connections or one that uses authentication. Users can provide their own credentials when they create a schedule.
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If you need OAuth2 authentication for sending email, you can configure an Exchange Online connection to send reports by email. To use Exchange Online, you must register an application for Enterprise Reporter with Azure Active Directory, using certificate-based authentication. For details see “Registering an Application for Exchange Online Email Delivery” in the Configuration Manager User Guide.
To configure a default SMTP server for email
1
On the Report Manager System Configuration tab, click Configure email settings used by Enterprise Reporter.
2
For service type, select SMTP.
3
Enter the Host server name or IP address.
4
Enter the Host port number.
5
Select a user account with credentials required to access the mail server by clicking the ellipsis (...) to open the Credential Manager. For more information, see Using the Credential Manager .
If you need to remove the credentials, click Clear.
6
To test the connection, enter the email address to be used as the sender when testing the connection of the Host configuration.
7
To test the connection, enter the email addresses to be used as the recipient when testing the connection of the Host configuration.
8
To test the Host configuration, press Click to test your connection.
9
Optionally, you can adjust the Attachment Size Limit to accommodate the size (in MB) of email attachments that will be sent by email.
10
Click OK.
To configure an Exchange Online connection for email
1
On the Report Manager System Configuration tab, click Configure email settings used by Enterprise Reporter.
2
For service type, select Exchange Online.
3
Enter the following information for the app that has been registered in Azure Active Directory for Enterprise Reporter:
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Application (client) ID: The application (client) ID for the Azure Active Directory application created for Enterprise Reporter email notifications.
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Directory (tenant) ID: The directory (tenant) ID for the Azure Active Directory application created for Enterprise Reporter email notifications.
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Certificate Thumbprint: The certificate thumbprint for the certificate that was uploaded to the registered app.
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Cloud instance: Select the type of cloud instance to use for notifications - Azure Cloud (default), US Government Cloud L4, or US Government Cloud L5 (DoD).
For details about how to register an application in Azure Active Directory, see “Registering an Application for Exchange Online Email Delivery” in the Configuration Manager User Guide.
4
Optionally, you can adjust the Attachment Size Limit to accommodate the size (in MB) of email attachments that will be sent by email.
5
Click OK.

Scheduling Reports

You can create a schedule, or a series of schedules, to run reports. Once you have created a schedule, you can add reports and set the parameters for the reports. You can also view a calendar showing when the reports will run based on the schedule.

When you are deciding how often to run reports, make sure you understand how often the data on which you are reporting is collected. Your reporting interval needs to be at least the size of the data collection interval, or there will not be any new information in the reports. For more information on data freshness, see Running Reports . Each schedule card has the option to disable or enable the schedule if the need arises. The Schedule page also contains the option to sort all reports within each schedule by name or by type.

* 
NOTE: Reports can be scheduled from the My Reports container. Reporting Administrators can also schedule reports from the Published Reports container.

When you add a report to a schedule, a link is maintained between the originating report and the scheduled version. Any changes to the report definition and layout will be reflected in all scheduled versions. The originating report path is indicated on the scheduled report card.

* 
NOTE: If you change the parameters in the originating report, the scheduled versions are not updated. If you want to use the new parameters, remove the reports from any schedules, and add the new version. For more information, see Removing Reports from a Schedule and Adding Reports to a Schedule .

You can add the same report to a single schedule more than once, or to different schedules. This allows you to schedule different versions of the report by providing different parameter values. In order to help you keep track of the various versions, you can provide a description of the parameter values. This description also appears on the scheduled report card. Figure 3 shows this information on the scheduled report card.

Figure 3. A scheduled report card

See also:

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Creating a Schedule
•
Types of Schedules
•
Working with Schedules
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Types of Schedules

Creating a Schedule

The first step in scheduling reports is to create a schedule. One schedule can be used for many reports. Reports can be deposited in a file share you specify, can be emailed to selected users, or can be distributed using both methods.

 
* 
NOTE:  
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You must provide credentials to generate and deliver reports. Ensure these credentials have write access to the target share. If you want to allow all users of the Report Manager to have access to the target share, you can permission the Reporter_Reporting_Operators and/or the Reporter_Reporting_Admins groups. If you use an account that is not a member of either of these groups, you must manually give the account permission to read the database; otherwise no reports are generated.
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Users that only have the Reporter_Reporting _Operators role cannot modify or schedule reports that are located in Published Reports. To create a schedule and send a report to a location or through email, users need to copy the report from Published reports and place it into My Reports. For complete details on roles and their associated permissions, see the section on role-based security in the Installation and Deployment Guide.

See also:

•
Delivering Scheduled Reports by Email
To create a schedule
1
On the Schedule tab, click New Schedule.
2
Give your schedule a unique name.
3
Enter the schedule details.
For more information, see Types of Schedules .
4
Select an account from the Credential Manager.
If the account you want is not on the list, click Add and enter the account, then select it from the list. For more information, see Using the Credential Manager .
5
Select the format for your report.
For more information on these formats, see Exporting a Report to Other Formats . Not all formats are available for scheduled reports.
6
Optionally, click Export Options and set options such as the Export Mode and the Page Range.
7
Optionally, select Send report to share to deposit the finished report to a share.
Type, select one of the 10 most recent entries from the pull-down menu, or browse to the share path where the reports are to be delivered.
If you are typing, use the form \\servername\share.
You can filter in the browser to make it easier to locate a particular share.
8
Optionally, select Send Email to email a copy of the report.
You must specify the From details for the sender and at least one recipient by typing in the email addresses or by selecting one of the 10 most recent entries from the pull-down menu. If you have configured email to use Exchange Online, the send address must be an Exchange Online account.
You can also modify the Subject and Body of the email message.
For more information on setup and configuration, see Delivering Scheduled Reports by Email . For more information on customizing the message, see Modifying Scheduled Email Messages .
You can select Attach report to email to send the report as an attachment.
If you opt to send attachments, you can also select Do not attach reports with empty data results to avoid sending empty reports.
If you opt to send attachments, you can also select Do not attach reports with empty data results to avoid sending empty reports.
9
Click OK.
10
Optionally, click calendar icon to display a calendar showing the schedule visually.

See also:

•
Delivering Scheduled Reports by Email
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Types of Schedules
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Working with Schedules
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Troubleshooting Scheduling Issues
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