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Enterprise Reporter 3.5.1 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets

Creating New Reports

If you are unable to get the information you want by modifying an existing report, you can create a new report from scratch. In cases when you cannot get the information you want by creating reports from existing fields and operators, or when you need to transform the data, you can use a custom query report.

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CAUTION: Custom query reports allow you to run code that is compiled and run when the report is generated. To avoid any security breaches, ensure you have properly secured your SQL Server® and database.

For additional information, see Help Finding and Creating Custom Reports .

See also:

•
Creating Report Layouts
•
Setting CSV File Export Options
•
Exporting and Importing Report Definitions
To create a new report
1
Select My Reports or a container within My Reports.
If you intend to publish this report, you should still create it in My Reports, and ensure it works as anticipated before publishing the report. For more information, see Editing Reports .
2
Click Create | Report.
3
On the General page, enter a report name, author and description.
These are searchable fields, so provide consistent information in your reports to make them easy to find.
4
Click the Fields tab.
5
Click the Report Type text box and navigate through the categories to select the Report Type that contains the fields you want in your new report.
You can only select fields from one report type.
For an overview of report types, see Report Types Included in Enterprise Reporter .
6
Select the fields to display in your report, and click Add.
7
To sort on a field or apply an aggregate, right-click the field and choose the option from the menu. For more information, see Modifying the Fields to be Included .
8
Click the Parameters tab.
9
Click Add to create the required parameters. For more information, see Working with Report Parameters .
10
Click the Layout tab.
11
Optionally, click Auto-generate, Design new, or Import layout to create a report layout.
For more information, see Creating Report Layouts , Changing the Layout and Report Designer Tips and Tricks . For a full explanation of report layouts, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
The Query page shows you the query that will be used to generate your report.
12
Optionally, click CSV Options tab and set the CSV export options for this report.
For more information, see Setting CSV File Export Options .
13
Click OK to close the Report Definition dialog box.
The report is listed in the location you selected in step 1.
To create a custom query report
1
Select My Reports or a container within My Reports.
If you intend to publish this report, you should still create it in My Reports, and ensure it works as anticipated before publishing the report. For more information, see Editing Reports .
2
Click Create | Custom Query Report.
3
On the General page, enter a report name, author and description.
These are searchable fields, so provide consistent information in your reports to make them easy to find.
4
Click the Query tab.
5
In the Report Query text box, type or paste your query.
You can use any query writing tool to generate the query, then copy it and paste it here.
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NOTE: The query you write defines whether or not parameters with wildcard characters will be handled.
6
Click Validate Query, then click OK.
If necessary, resolve any issues and validate your query again.
7
Optionally, on the Parameters page, create the required parameters. For more information, see Working with Report Parameters .
If your custom query contains at least one declare parameter (such as Declare @p nvarchar(128)), the Parameters page will be available.
* 
NOTE: Wildcard character support will only be available if the query was written to handle it.
8
Optionally, on the Layout page, create your report layout.
For more information, see Creating Report Layouts and Changing the Layout and Report Designer Tips and Tricks . For a full explanation of report layouts, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
9
Optionally, on the CSV Options page, set the CSV export options for this report.
For more information, see Setting CSV File Export Options .
10
Click OK.
The report appears in the location you selected in step 1.

Creating Report Layouts

The report layout determines the how information is grouped, sorted, and displayed in a report. Report layouts are optional; however, reports without a layout may only be exported in CSV format.

There are three ways to create a new layout for a report. 1) You can start from scratch, and manually place fields and text labels, set sorting and grouping and so on. 2) You can import a layout from an existing report. 3) Layouts can be auto-generated using the Report Wizard. By stepping through the six steps in the wizard, you can easily generate a layout that includes the relevant fields in a useful manner:

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Step 1 - Choose Columns to Display in Your Report
•
Step 2 - Add Grouping Levels
•
Step 3 - Summary Options
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Step 4 - Choose Report Layout
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Step 5 - Choose Report Style
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Step 6 - Enter a Report Title

For a full explanation of the creating new layouts, refer to Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

To create a new report layout using the Wizard
1
In the Edit Report Definition dialog box for the report, click the Layout tab.
For more information, see Editing Reports .
2
Click Auto-generate.
3
Step through the wizard.
For more information, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
4
Once you have completed the wizard, click OK to close the Report Definition dialog box.
To import a layout from an existing report
1
In the Edit Report Definition dialog box for the report, click the Layout tab.
For more information, see Editing Reports .
2
Click Import layout.
3
Select the report containing the layout to import.
4
Using the report editor, ensure that the fields imported in the layout match the data to be displayed in the report.
For details on using the features of the Report designer, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
5
Click OK
To create a new report layout from scratch
1
In the Edit Report Definition dialog box for the report, click the Layout tab.
For more information, see Editing Reports .
2
Click Design a new.
For details on using the features of the Report designer, see Report Designer Tips and Tricks and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
3
Click OK.

Setting CSV File Export Options

The definition for each report contains options that are applied when exporting the report to a CSV file. You may edit the following options to tailor the CSV file output to meet your needs:

•
select fields to export
•
edit display names of fields
•
sort fields in the export
•
control column headers

For more information on how to export reports to raw, unformatted CSV files, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .

To set CSV file export options
1
Click My Reports.
- OR -
Expand My Reports and select the category containing the report. In the treeview, select the report you want to edit.
If you are a reporting administrator, you can also edit reports in Published Reports; however, it is recommended that you copy the report to My Reports for editing.
2
From the menu, under Manage Report, click Edit report.
3
Click the CSV Options tab.
4
Optionally, select the fields to export using the Include column.
5
Optionally, click any Display Name to edit it.
6
Optionally, sort the order of the fields output to the CSV file by selecting any cell in the table and using the up and down arrows to arrange the fields.
7
Optionally, clear the Include column headers in exported file option to suppress column headers.
8
Click OK to close the Report Definition dialog box.

Exporting and Importing Report Definitions

There are a two ways to move reports between consoles: you can publish a report, which makes it available to all users of the server, or you can export a report definition, and then import it to a specific console. You can export a single report or an entire category of reports with all of its child categories and their reports. You will have the option to include the related parent report categories so that you can retain your report groupings for future imports. Choosing this option will include the parent category hierarchy without any of the parent category reports. When you export a report, all report settings are stored, including the report name, fields, parameter settings, filters, report layout and any queries. The report definition is saved in your chosen folder, with the extension .xrd. If you save the related report categories in your export, an archive file is saved with the extension .xrp. To import the reports, either to another category in your console, or to another console, make the .xrd file or the .xrp file available.

* 
NOTE: Report names can contain characters, such as \ or %, that cannot be used in filenames. In this case, when the exported file is saved, Reporter replaces those characters with underscores.
To export report definitions
1
Select the reports or categories to export.
2
Click Export.
3
In the Browse for Folder dialog box, navigate to a destination folder and click OK.
4
Click Yes to include the related report categories in the export.
Choosing this option will include the parent category hierarchy without any of the parent category reports.
5
If an archive file with the same name already exists in the selected destination, a confirmation dialog box appears. Click Yes to overwrite the archive file.
6
If a report with the same name already exists in the selected destination, a confirmation dialog box appears. Click Yes or Yes to All to replace duplicates.
7
Click OK.
To import report definitions
1
Select the destination container or category.
2
Click Import.
3
In the Open dialog box, navigate to the folder containing the report definition files (.xrd or .xrp).
4
Select the reports, and click Open.
If a report with the same name already exists in the selected container or category, a confirmation dialog box appears. Choose Replace or Replace All to replace the report, or choose Create a new copy and the imported report will be renamed by adding an incremental number in brackets after the report name.
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