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• Enterprise Reporter 3.5 - Report Manager User Guide

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

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Indicating Data Age on a Report

Data in your reports may be drawn from different discoveries (for more information, see Editing Reports ). This means that the freshness of your data may vary within a report. If it is important to understand when the data was collected, you can add this information to each top level object collected. The following table outlines where you can add this time stamp:

NOTE: If you want to know the last time a value changed, you can add the Timestamp field.

 

Table 35. Where to add the Last Collected Time for each Report Type

Report Type	Last collected time available for...
Active Directory	Domain
Azure Active Directory	Tenant
Azure Resource	Tenant
Computer	Computer
Exchange	Organization
Exchange Online	Tenant
Microsoft SQL Server	SQL Server
Microsoft Teams	Tenant
NTFS	Computer on which the folder, share, or file is located Shares on each computer
OneDrive	Tenant
Registry	Computer on which the registry is located
SharePoint Online	Tenant

To add the last collected time to a report

1	Ensure you are working in the My Reports container.

2	Select the report, and click Edit report.

3	Click Fields.

4	If necessary, expand the appropriate container.

5	Add Last Collected Time.

Remember that you must add the field to the Layout if you want it to appear in your report. For more information, see Changing the Layout and Report Designer Tips and Tricks .

Working with Report Parameters

When you collect data in Enterprise Reporter, all data from the target is collected. To create meaningful reports, this data must be filtered, sorted and organized for specific needs. Parameters are used to filter the data.

When you add multiple parameters to a report definition, you can also group parameters to further filter the information included in a report. Each group supports a single AND or OR operator.

•	An example of an inclusive grouping (joined with AND)

•	(Type of Account equals User) AND (Account Name starts with P)

•	An example of an exclusive grouping (joined with OR)

•	(Account Name starts with P) OR (Account Name starts with S)

You can further connect groups with AND or OR operators to create even more complex filtering.

•	For example,

•	[Domain Name includes CA]

AND

[(Domain User Expiration Date is in the past 29 days) OR
 (Domain User Expiration Date is in the next 15 days)]

would include information that matches the criteria from the first group OR the second group.

Only one child level of grouping is supported.

•	For example,

•	[(Type of Account equals User) AND ((Account Name starts with P) OR (Account Name starts with S))]

OR

[(Type of Account equals Group)]

has nested groups and is unsupported.

See also:

•	What is a Parameter?

•	Types of Parameters

•	Parameter Operators

•	Custom Query Data Types

•	Working with Parameters

See also:

•	What is a Parameter?

•	Types of Parameters

•	Parameter Operators

•	Custom Query Data Types

•	Working with Parameters

What is a Parameter?

A parameter consists of the following:

 

Table 36. Parameter Elements

Element	Description
Prompt	• Appears as the title of the parameter when running the report. You configure this prompt to explain to the report user what the intention of the parameter is. It should clearly convey the values the user needs to enter. • A prompt is required for Optional and Required parameters. For more information on parameter usage, see Types of Parameters . • The maximum size for a prompt is 128 characters. • Sample prompts: Choose the start and end date for the data in your report. Enter the names of all domains you want to include.
Field	• The field that will be queried by the parameter. • Within a report, you can set as many parameters as you need to get the information you are looking for. You can create multiple parameters for the same field. • For more information on choosing the fields to include in your report, see Modifying the Fields to be Included .
Condition Operator	• Sets the basis for the conditions that will be set to filter the available data. • The operators available vary depending on the field. For a list of operators, see Parameter Operators . • Examples of operators: Includes, Equals, Between.
Default Value	• These values are presented when the report is run, and the user can choose to run the report using the default values, or to change the values to anything they want. • For Optional and Required parameter types, you can choose to create a default value, or list of values, depending on the operator. • Default values are required for Hidden parameters. • The form of these values is determined by the field and operator. For example, a date takes the form dd/mm/yyyy. Some operators allow you to create lists or ranges. You must enter values in the correct form before you can finish creating the parameter.

Types of Parameters

There are three types of parameters that you can create. By paying careful attention to choosing the proper parameter type, you can ensure that you get the right balance of user interaction and preset information, and that your report serves its intended purpose. Each type of parameter has to have specific elements in order to be accepted.

NOTE: If you do not enter everything required for a particular type of parameter button, the OK button will be unavailable.

 

Table 37. Parameter Usage Requirements

Parameter usage	When creating the parameter	When using the parameter to run the report
Required	You must provide a prompt explaining the user input required when running the report. You can choose to supply a default value to the user, who can use that value or change it.	You cannot run the report unless this parameter is given a value.
Optional	You must provide a prompt explaining the user input required when running the report. You can choose to supply a default value to the user, who can use that value or change it.	You can run the report with or without a value.
Hidden	You must provide a default value. This value will be used when the report is run. You do not need to provide a prompt.	The user running the report does not see this parameter in the parameter card list.

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