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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

Running a Schedule

When you run a schedule, all reports on the schedule are immediately run with their current parameter values. Reports are delivered as defined in the schedule. You can also run a single report with the current parameter values.

To run all reports on a schedule

1

On the Schedule tab, locate the schedule card.

2

Click Run all reports belonging to this schedule.

To run a a single report on a schedule

1

On the Schedule tab, locate the schedule card.

2

Locate the report.

3

Click Run this report.

The report is delivered as outlined in the schedule.

Disabling or Enabling a Schedule

When the need arises, you can disable a schedule to keep the reports on that schedule from running at their normal times. The Next Run will indicate that the schedule is Disabled. When you are ready to resume running the schedule, using the same icon, you can enable the schedule.

To disable a schedule

1

On the Schedule tab, locate the schedule card for a schedule that is enabled.

2

Click the Disable this schedule icon.

To enable a schedule

1

On the Schedule tab, locate the schedule card for a schedule that is disabled.

2

Click the Enable this schedule icon.

Viewing Schedule History

You can view the history for a schedule. The history shows the last ten times the schedule ran and any corresponding errors for each report in the schedule.

To view the history of a schedule

1

On the schedule tab, locate the schedule card.

2

Click the View history icon.

3

Click on any historical run with an error count greater than zero.

4

View the report names and corresponding detailed error messages in the right-hand pane.

Transferring Ownership of Schedules

Reporting administrators can transfer ownership of a schedule from one user to another. Transferring ownership of a schedule also transfers ownership of all reports belonging to that schedule. The credentials for the transferred schedules must be re-configured by the new owner.

To transfer ownership of schedules

1

As a Reporting Administrator, navigate to the Schedule tab of the Report Manager.

2

Click Ownership at the top of the list of schedules.

3

Select the existing owner of the schedules to be transferred.

4

Select the user to whom the schedules will be transferred.

5

Select the schedules to be transferred.

Click Select All to select all available schedules.

6

7

Click Yes to confirm the transfer.


	NOTE: A red warning symbol at the top of the transferred schedules indicates that the credentials of the those transferred schedules must be re-configured.The new report owner must click the pencil icon beside the warning symbol and select an account with the appropriate credentials.

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