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Enterprise Reporter 3.5 - 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

Report Modification Example

The following example walks you through all of the steps necessary to modify a report.

Example: You want to modify the SQL Database report to only display databases from SQL Servers® running SQL Server® 2008. The report in the library does not include the version in it, so you will need to add that field to the report. You are going to change the title to reflect this, so you do not need to include the version for each database. This means you will use a hidden parameter for the version, and filter the data to show only the version you choose.

To modify your SQL Database report
1
Copy the SQL Databases report from the Report Library to My Reports.
2
In the My Reports treeview, select the report.
3
Click Edit Report.
4
Change the title of the report to SQL Server® 2008 Databases.
5
Click the Fields tab, and add the Version field to the report.
Click OK in the warning dialog box. Because we do not want this field to show on the report, no layout modification is necessary. If you want to display the new field, you must add the field to the layout. For more information, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
6
Click the Parameters tab and click Add.
7
Set the Usage to Hidden.
8
In the Select the field to associated with this parameter list, click Version.
9
In the Parameter Properties area, set the condition operator to Contains.
10
Select the SQL Server® version you want (for example, SQL Server® 2008 is version 10.0).
11
Click OK.
12
Optionally, click the Layout tab and click Show preview to generate a sample of the report to review the edits.
13
Click OK in the Edit Report Definition dialog box.

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.

* 
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.
* 
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:

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