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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

Adding Reports to a Schedule

From the My Reports container, you can add many reports to a schedule, and you can add a report to as many schedules as you like. Reporting Administrators may also schedule reports from the Published Reports container. If a report you want to schedule is in another container, you may copy reports from one container to another to facilitate scheduling. For more information, see Copying Reports . Once you add a report, you can enter parameter values or load favorite parameter values that will be used to generate the report. If you do not enter parameter values, the report contains all available data.

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TIP: 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. It is recommended that you use a parameter value description to differentiate between versions of the same report. This description appears on the scheduled report card, and can save you from having to examine the parameter values themselves to identify the contents of the scheduled report.
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NOTE: When the report is run, an ID and timestamp is added to the report name, to help you identify the output. Once you have scheduled a report, you can edit the output options to enter a custom report name to be used for the filename or choose for new reports to overwrite the existing report (by removing the unique ID and timestamp information). For more information, see Editing Report Output Options on a Schedule .
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NOTE: Once you have scheduled a report, you can run it with the current parameter values by displaying the scheduled report card and clicking Run Now.
To add reports to your schedule
1
If necessary, create the schedule. For more information, see Creating a Schedule .
2
On the Schedule tab, on the schedule card, click Add a report to this schedule.
3
Select the reports.
4
Click OK.
A scheduled report card appears for each selected report.
5
Select a scheduled report card and click Modify report parameters.
6
Enter the parameter values for all required parameters, and for optional parameters as desired.
If there is a search icon, click and search for the value. For more information, see Searching for Parameter Values .
If favorite parameters have been configured, you can optionally click Load Favorites to load them now. For more information, see Entering Parameter Values .
7
Type a description in the Parameter Set Name box.
Use a description that identifies the data that will be included in the report.
8
Click Save.
If you do not click Save, and navigate away from the scheduled report card, no parameter values will be saved. In this case, your report returns all data, and may take longer to generate.
9
Repeat steps 5 through 7 for each report you scheduled.

Editing Report Output Options on a Schedule

You can edit the output options for a report on a schedule. Reports are generated with filenames in a standard format of report name_id_timestamp (for example, Report Name_ID_yyyymmdd-hhmmss.pdf). You may enter a custom report name to be used for the filename or choose to exclude the ID and timestamp from the filename.

To edit the output options for a report on a schedule
1
On the Schedule tab, locate the desired schedule card.
2
Navigate to the report to be changed.
3
Click Customize report output name.
4
Optionally, select Use custom report name and enter the name to be used for the filename.
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NOTE: The custom report name will be reflected on the card for the report.
5
Optionally, select Overwrite to exclude the ID and timestamp from the filename.
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NOTE: Disabling the ID and timestamp will mean that each subsequent run of this report will overwrite the previous report.
6
Click OK.

Removing Reports from a Schedule

You can remove a report from a schedule. This does not delete the report, however you now have to run the report manually, or add it to another schedule.

If you are a reporting administrator, you can remove a report from any user’s schedule. This allows you to stop reports that are causing issues, such as taking up too much space in a network share, from running on schedule.

To remove a report from a schedule
1
On the Schedule tab, locate the desired schedule report card.
2
Click Delete this report.
3
Click Yes to confirm.

Deleting a Schedule

If you no longer need a schedule, you can delete it. All scheduled reports are removed, and need to be run manually or added to another schedule.

If you are a reporting administrator, you can delete any schedule. For example, if an employee leaves, you can remove all of their schedules.

To delete a schedule
1
On the Schedule tab, locate the desired schedule card.
2
Click Delete this schedule.
3
Click Yes to confirm.
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