Enterprise Reporter 3.2.1 - Report Manager User Guide


	TIP: Only administrators can run reports from the library. It is recommended that you run reports from the My Reports or Published Reports containers.

To run a report or export a report

Click a container or category, locate the report card, and click the report name.

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Expand the treeview as necessary, and select the report.

If necessary, in the Report Details view, enter the parameter values.


	NOTE: A report cannot be run until all parameter cards have green check marks beside them. Optional parameters have a green check mark, but a required parameter will have a red x until you enter a valid parameter value.

For more information on entering parameters, see Entering Parameter Values .

Click Run Report.

The report is displayed to the screen for printing (see Printing a Report ) or exporting to other formats (see Exporting a Report to Other Formats ).

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Click Export to CSV. For more information, see Setting CSV File Export Options .
Provide a name and location for the file, and click Save.
Click Yes to open the file or click No to return to your report.


	NOTE: If your organization has Knowledge Portal deployed, you may be able to run reports online. A reporting administrator must publish the reports first. For more information, see Publishing Reports to Knowledge Portal .

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Click Export to... For more information, see Exporting a Report to Other Formats .
Select a format for the resulting file.
Click Export Options, set the appropriate options, and click OK.
Provide a name and location for the file, and click Save.

Entering Parameter Values

When you run a report, parameter cards are used to filter the data and make your reports more meaningful. These parameter cards are added by the report author, who can be identified on the General tab of the Report Properties. For more information, see Types of Parameters . All parameters must have a green check mark icon beside them, satisfying the parameter requirements, before you can view the report.

Some parameters are required; you must enter values in these in order to run the report. The parameter type is indicated in the top right corner of the parameter card. Required parameters that you have not yet filled in are indicated by a red X icon. Once you have entered an acceptable value, a green check mark is displayed.

The action you take to enter a parameter value depends on both the type of operator and the type of field you are working with. For example, a field that contains numbers, combined with the Between operator, requires you to enter two values, one higher than the other. A field that contains a date and the Not in the last operator requires you to either type in or use the spin control to enter a number of days.

You can import parameter values from a file with one entry per line. You can merge the imported values with existing values or over-write the existing values. For more information, see Importing Parameter Values .

You can also save your favorite parameter values in the System | Configuration tab with the Report Parameter Favorites option. When running or scheduling reports, you can then load the favorite parameter values you have configured.

You can choose whether to enter values in an optional parameter. Optional parameters have a green check mark icon regardless of whether a value is provided.

NOTE: Some optional parameters have an additional option to allow you to include all results, effectively ignoring the parameter. For example, using the optional parameter that allows you to select the type of permission you want to include (using the Equals operator), you can:

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Filter the report on specific permission types (provide a value for the parameter)

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Report on objects with no permissions (leave the parameter blank)

Include all permissions in the report (select the Include all results check box)

Once you have entered parameter values, they can be edited, deleted, or sorted. The height of the parameter window can also be expanded to make it easier to view and manage parameter values.

To enter a parameter value

On the parameter card, click the text box and type the value.


	NOTE: Some parameters support the use of wildcard characters such as entering an asterisk [*] for multiple characters, or a question mark [?] for a single character. These special characters must be surrounded by square brackets. For more details on which types of parameters support wildcards, see Parameter Operators .

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If there is a search icon or a filtered search icon, click and search for the value. For more information, see Searching for Parameter Values .

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If you want to load parameter values from a text file with one entry per line, click the Import values from file icon, select the file and click Open. For more information, see Importing Parameter Values .

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If favorite parameters have been configured, click Load Parameter Favorites under the Manage Parameters heading to the left of the parameter cards.