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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

Printing a Report

Once you run a report, you can print the entire report, or just specific pages.

To print a report
1
Run the report.
For more information, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .
You can change the paper size, margins and orientation by clicking Page Setup.
2
Click the Print button.
3
If necessary, select a printer, set a page range, or a number of copies.
4
Click Print.

Exporting a Report to Other Formats

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

•
PDF
•
HTML
•
MHT
•
RTF
•
Excel
•
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 .
•
Text file
•
Image File (includes all common image formats).
•
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 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 Export to CSV. For more information, see Setting CSV File Export Options .
Provide a name and location for the file, and click Save.
Click Yes to open the file or click No to return to your report.
* 
NOTE: If your organization has Knowledge Portal deployed, you may be able to run reports online. A reporting administrator must publish the reports first. For more information, see Publishing Reports to Knowledge Portal .
- OR -
In the sidebar, click Export to...
Select a format for the resulting file.
Click Export Options, set the appropriate options, and click OK.
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 SMTP Server

If you are a reporting administrator, and want to make it easier for reporting users to configure email in Enterprise Reporter, you can configure a default SMTP server. This allows reporting users to choose this server when setting up options such as 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.

To configure a default SMTP server
1
On the Report Manager System Configuration tab, click Configure SMTP server used by Enterprise Reporter.
2
Enter the Host server name or IP address.
3
Enter the Host port number.
4
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.
5
Enter the email address to be used as the sender when testing the connection of the Host configuration.
6
Enter the email addresses to be used as the recipient when testing the connection of the Host configuration.
7
If you want to test the Host configuration, press Click to test your connection.
8
Optionally, adjust the Attachment Size Limit to accommodate the size (in MB) of email attachments that will be sent by the server.

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 view a calendar showing when the reports will run based on the schedule. When you are deciding how often to run your 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:

•
Creating a Schedule
•
Types of Schedules
•
Working with Schedules
•
Troubleshooting Scheduling Issues
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