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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

Organizing Reports

My Reports can be organized by creating report categories, and if you are a reporting administrator, you can organize Published Reports. You can then copy reports between containers and categories, or move reports within containers.

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Working with Report Categories

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Copying Reports

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Deleting Reports

Working with Report Categories

You can use categories to group reports together. You can also move and copy categories the same way you do reports.

To create a new category

1

Select the My Reports container.

You can also create subcategories by clicking on a category within My Reports.

2

Click Create and select Category.

3

Type a name and click OK.


	NOTE: To rename a category, right-click the category and select Rename Category.

To delete a category

1

Select the category to be deleted.

2

Click Delete.

3

If a warning is displayed indicating that the category contains sub-categories or reports, click OK to accept the warning.

For more information on deleting reports, see Deleting Reports .

Moving Reports

You can move reports from one category to another within a container.


	NOTE: You cannot move reports between containers; you must copy them. For example, if you would like a report from the Published Reports to appear in My Reports, you have to copy it. Dragging between containers automatically copies a report. For more information, see Copying Reports .

To move a report

1

If necessary, expand the container treeview so the destination category is visible.

2

In the treeview, select the report to move.

3

Drag the report into another category.

Right-click the report and click Cut, then right-click the desired destination, and click Paste.


	NOTE: You can also move categories within a container by selecting a category in step 2. When you move a category, all reports in the category are also moved.


	NOTE: You cannot move reports to the Report Library from other containers.

Copying Reports

You can copy reports between containers or between categories. You can also copy a report if you want to create variations of the same report: copy the report, and then edit the settings as needed. For more information, see Editing Reports .

To copy a report

1

Expand the treeview and locate the report you want to copy.

2

Right-click the report and click Copy, then right-click the desired destination, and click Paste.

Drag the report into another container.


	NOTE: Any parameter values that have been filled into a report will be included when it is copied. NOTE: You can also copy categories from one container to another, by selecting a category in step 1. When you copy a category, all reports in the category are also copied.

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