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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

Report Designer Tips and Tricks

The Report Manager provides access to the Report Designer, which allows you to modify an existing report layout or to create a new report layout. The following section provides some simple tips and tricks for using the Report Designer Tool.

For detailed information on accessing the layout designer tool, see Changing the Layout and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

The Report Designer Tool contains the following elements, which will be referred to in the following sections:

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Designer window

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Report Explorer tab

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Fields List tab

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Property Grid panel

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Binding a Data Field to a Control

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Adding a Parameter Field to a Report Layout

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Adding a New Grouping to a Report Layout

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Adding a New Column to a Table

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Formatting Rules: Hiding or Showing a Field Based on Data Values

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Creating a Calculated Field

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Creating a Script to Run with a Report

Report Bands

When the layout designer is first opened, you are provided with a standard report layout template. A report layout contains report bands. Bands are report sections that can be printed once in a report (report header and footer), on each report page (page header and footer), for each data entry (detail band), for each data group (group header and footer).

The Detail Band is the central part of a report. Unlike other report bands, you cannot delete this band. The contents of the Detail band are repeated for every data entry produced by the report query.

The template provided in the Report Manager contains the following bands:

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Report Header (one band per report)

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Page Header (one band per page)

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Main Group Header

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Page Footer (one band per page)

Controls can be added to each band. Some of the standard types of controls available are as follows:

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Each control has multiple properties that can be updated using the Property Grid. Properties related to appearance, behavior, layout, and data can be set and edited. For full information on each property, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

Binding a Data Field to a Control

When modifying or creating a report, you may need to display the contents of a database field at a specific location within the report. To control how, where and when the database field is displayed, you must use the Report Designer Tool to select an appropriate type of control then bind the data field to that control.

For this example, we will edit an existing report and bind a field to a rich text control. The same process can be used for most controls – labels, rich text, table cells, and so on.

For more information on data binding, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

To bind a data field to a control

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In My Reports, select the report, then click Edit report.

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To edit the existing layout, click the Layout button, then click the Edit button.

For more information, see Changing the Layout .

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From the Toolbox, drag the Rich Text control to the location where the database field is to be displayed on the report.

Rulers and grid lines are available to help you align the control with other controls on the report.

4

Click the control in the report and use the options in the Property Grid to adjust properties such as font, size and color.

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With the control still selected on the report, click the Fields List tab and expand the Table folder under dataSet1.

Every database field that has been added to your report on the Fields tab will be displayed. For more information on adding fields to your report see Modifying the Fields to be Included .

Click the database field to be bound to the rich text control and drag it on top of the rich text control on the report.

With the control still selected on the report, navigate to the Data section of the Property Grid. Expand Data Bindings | Rtf and click the Binding drop-down arrow and select the field to be bound to this control.

Adding a Parameter Field to a Report Layout

Each parameter of a report is included in the Field List and can be added to the layout of that report.

To add a parameter field to your report

1

In the Report Designer, click the Field List.

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Expand the Parameters node.

3

Drag the parameter (for example, TimeZone) to the appropriate location on the report.

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