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Enterprise Reporter 3.5 - 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 Office 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 Printing a Report Exporting a Report to Other Formats

Configuring a Default SMTP 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

Showing and Applying Category Report Parameters

To show and apply category report parameters

1

While viewing the category report, click Show Parameters in the toolbar.

The parameters and a Hide Parameters button are displayed, and the toolbar is hidden.

2

Enter the parameter values.

For more information, see Entering Parameter Values .

Click Hide Parameters to hide the parameters and display the toolbar.

3

If the parameters have changed, click Refresh Report to apply the current parameters.

Change the Category Report View

To change the category report view

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While viewing the category report, click the View button to view the list of category reports.

While viewing the list of category reports, click the View button to view the category report.

Navigating Within a Category Report

To navigate within a category report

1

While viewing the category report, click on links within the report to drill down and view more specific information in associated reports.

2

Click the Next Report or Previous Report buttons in the toolbar to navigate between reports you have viewed.

Running Regular Reports

When you run a report, it returns data based on the most recent data collected by the discoveries, the selected fields, defined parameters, and any parameter values you enter. Some reports may have required parameters; in this case, the report will not run unless you enter valid parameter values. Figure 2 outlines the source of the data for your report.

Figure 2. Relationship between collected data and a report

Because you are running reports on previously collected data, it may be important to understand the age of the data. Data may come from different discoveries, which were run at different times. Users of the Report Manager may not be aware of when and in what configuration data was collected, as discoveries are administered in the Configuration Manager.

For example, in Figure 2, the generated report relies on data collected by three different discoveries, with different ages of data. If it is important to know how fresh data is, you can add a timestamp to your report. For more information, see Indicating Data Age on a Report .

When reports contain date and time values, they are always expressed in the local time zone of the console where the report was generated. You can display this time zone on the report by modifying its layout. For more information, see Changing the Layout .

For more information on collecting data, see the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation.

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Running Reports or Exporting Reports to CSV and Other Formats from Different Containers

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Entering Parameter Values

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Using Saved Parameters

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Searching for a Report

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Viewing Report Properties

Previewing a Report

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Printing a Report

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Exporting a Report to Other Formats

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