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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

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.

See also:

•
Working with Report Categories
•
Moving Reports
•
Copying Reports
•
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.
- OR -
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.
- OR -
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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