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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

Run Your Schedule on a Daily Interval

Run Your Schedule on a Daily Interval

You can run your schedule every day, or at an interval you choose. For example, if you set the interval to two days, starting on the 22nd day of the month, it will run on the 24th, 26th, 28th and 30th.

The schedule resets at the beginning of the month, so if you have a daily schedule it runs on the first of the month, and then at the set interval. In the above example, after the run on the 30th, the next scheduled runs are the 1st and 3rd of the following month.

To schedule a daily run

1

In the Settings area of the Create Schedule dialog box, click Daily.

2

In the Start Date field, click the drop-down arrow, and use the calendar to select the date and time.

In the Start Date field, select the element you want to change, and use the spin arrows to change the value.

3

Set the interval for your daily run.

Run Your Schedule on Specified Days of the Week

You can set any number of days of the week, and your schedule will run at the set time on those days.

To schedule a weekly run

1

In the Settings area of the Create Schedule dialog box, click Weekly.

2

In the Start Date field, click the drop-down arrow, and use the calendar to select the date and time.

In the Start Date field, select the element you want to change, and use the arrows to change the value.

3

Select the days on which you want your schedule to run.

Run Your Schedule on a Specified Day of the Month

You can select a certain day of the month to run your schedule. This can either be a calendar day, such as the 1st day of the month, or it can be described, such as the last Friday of the month.

To schedule a monthly run

1

In the Settings area of the Create Schedule dialog box, click Monthly.

2

In the Start Date field, click the drop-down arrow, and use the calendar to select the date and time.

In the Start Date field, select the element you want to change, and use the arrows to change the value.

3

Select the day of the month on which you want your schedule to run.

Select the weekly interval and day of the month.

Run Your Schedule Yearly

You can select month and day combinations to run your schedule. This feature offers a variety of options for timing a schedule including:

•

a single month and a single day, such as the 31st day December

•

single month and multiple days, such as the 1st and 31st day of January

•

multiple months and a single day, such as the 1st day of every other month

•

multiple months and multiple days, such as the 1st and 15th of every third month

To schedule a yearly run

1

In the Settings area of the Create Schedule dialog box, click Yearly.

2

In the Start Date field, click the drop-down arrow, and use the calendar to select the date and time.

In the Start Date field, select the element you want to change, and use the arrows to change the value.

3

Select the months and days of the year on which you want your schedule to run.

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