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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

Creating New Reports

If you are unable to get the information you want by modifying an existing report, you can create a new report from scratch. In cases when you cannot get the information you want by creating reports from existing fields and operators, or when you need to transform the data, you can use a custom query report.

For additional information, see Help Finding and Creating Custom Reports .

See also:

1
Select My Reports or a container within My Reports.
2
Click Create | Report.
4
Click the Fields tab.
5
Click the Report Type text box and navigate through the categories to select the Report Type that contains the fields you want in your new report.
8
Click the Parameters tab.
9
Click Add to create the required parameters. For more information, see Working with Report Parameters .
10
Click the Layout tab.
11
Optionally, click Auto-generate, Design new, or Import layout to create a report layout.
For more information, see Creating Report Layouts , Changing the Layout and Report Designer Tips and Tricks . For a full explanation of report layouts, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
12
Optionally, click CSV Options tab and set the CSV export options for this report.
13
Click OK to close the Report Definition dialog box.
1
Select My Reports or a container within My Reports.
2
Click Create | Custom Query Report.
4
Click the Query tab.
6
Click Validate Query, then click OK.
For more information, see Creating Report Layouts and Changing the Layout and Report Designer Tips and Tricks . For a full explanation of report layouts, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
10

Creating Report Layouts

The report layout determines the how information is grouped, sorted, and displayed in a report. Report layouts are optional; however, reports without a layout may only be exported in CSV format.

There are three ways to create a new layout for a report. 1) You can start from scratch, and manually place fields and text labels, set sorting and grouping and so on. 2) You can import a layout from an existing report. 3) Layouts can be auto-generated using the Report Wizard. By stepping through the six steps in the wizard, you can easily generate a layout that includes the relevant fields in a useful manner:

For a full explanation of the creating new layouts, refer to Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

2
Click Auto-generate.
For more information, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
4
Once you have completed the wizard, click OK to close the Report Definition dialog box.
2
Click Import layout.
For details on using the features of the Report designer, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
5
2
Click Design a new.
For details on using the features of the Report designer, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
3

Setting CSV File Export Options

The definition for each report contains options that are applied when exporting the report to a CSV file. You may edit the following options to tailor the CSV file output to meet your needs:

For more information on how to export reports to raw, unformatted CSV files, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .

1
Click My Reports.
Expand My Reports and select the category containing the report. In the treeview, select the report you want to edit.
3
Click the CSV Options tab.
5
Optionally, click any Display Name to edit it.
7
Optionally, clear the Include column headers in exported file option to suppress column headers.
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Click OK to close the Report Definition dialog box.

Exporting and Importing Report Definitions

There are a two ways to move reports between consoles: you can publish a report, which makes it available to all users of the server, or you can export a report definition, and then import it to a specific console. You can export a single report or an entire category of reports with all of its child categories and their reports. You will have the option to include the related parent report categories so that you can retain your report groupings for future imports. Choosing this option will include the parent category hierarchy without any of the parent category reports. When you export a report, all report settings are stored, including the report name, fields, parameter settings, filters, report layout and any queries. The report definition is saved in your chosen folder, with the extension .xrd. If you save the related report categories in your export, an archive file is saved with the extension .xrp. To import the reports, either to another category in your console, or to another console, make the .xrd file or the .xrp file available.

2
Click Export.
4
Click Yes to include the related report categories in the export.
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2
Click Import.
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