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Enterprise Reporter 3.2.2 - 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

Using Saved Parameters

Once you have parameters entered, you can save them as the default parameters for that report. If you already had default parameters saved, they are overwritten with the new values.

When you display the Report Details view, the parameters are already entered, so you can run the report with the default parameters or edit them as needed. If you edit parameters, you can return to the current default parameters at any time.

To save default parameters
1
Open the Report Details view for the report. For more information, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .
2
Enter parameters as needed. For more information, see Entering Parameter Values .
3
Click Save parameters as default.
The parameters overwrite any current default parameters.
To restore default parameters
1
Open the Report Details view for report. For more information, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .
2
Click Restore default parameters.
The Expand Nested Groups Parameter

Some reports have a parameter that allows you to expand nested group members and specify how they are displayed in the report. The five ways you can handle nested groups and their members are as follows:

•
Do not expand nested group membership
•
Expand inline including members of Domain Users group
•
Expand inline excluding members of Domain Users group
•
Expand in subreport including members of Domain Users group
•
Expand in subreport excluding members of Domain Users group

Optionally you can add more fields for the nested group members to be displayed in the report and save it for future use.

To add more nested group member fields when running a report
1
When running a report, click Add Fields at the Expand Nested Groups parameter.
2
Select the fields you want from the available fields list, and click Add. For more information, see Modifying the Fields to be Included .
3
Click OK.
4
Complete all required fields.
5
Optionally, click Save parameters as default to save the fields for the next use of this report.
6
Continue with running or exporting this report as usual. For more information, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .

Searching for a Report

You can search for reports based on the report name, the author, and text in the report description. Searching is performed within the selected container or category. As you type in the search field, your report list is dynamically narrowed down.

If you type more than one word, the Report Manager looks for either of the words—it creates an OR condition. If you want to search for a phrase, enclose it in quotations. For example, if you search for Boston Office, you will see all reports that have Boston and all reports that have Office. If you search for "Boston Office", you will see all reports that have that exact phrase.

To search for reports
1
Click the container or category you want to search.
2
In the search box, type a phrase.
To clear a search
•
Clear the contents of the search box.
- OR -
Click on a different container or category.

Viewing Report Properties

If you want to see how a report was designed, you can open the Edit Report dialog box and examine the settings. If the report is in the Library, you can view the properties but cannot make any changes. If the report is in Published Reports, you can view the properties but only reporting administrators can make changes. See Editing Reports for more information on modifying the report definition.

To see the settings used in creating the report
1
Display a report list by clicking a report container or category, then locate the report card and, in My Reports, click Edit; otherwise, click Properties.
- OR -
Expand the treeview until you locate the report, then right-click the report and, in My Reports, click Edit Report; otherwise, click Properties.
- OR -
Expand the treeview until you locate the report, select the report and on the Report Details page under Manage Report, in My Reports or Published Reports, click Edit Report; otherwise, click Properties.
2
Click each tab to view the General, Fields, Parameters, Query, and Layout pages.

Previewing a Report

Preview is a quick way to see what your report will look like. It returns a shortened version of the report, without prompting for parameter values.

To preview a report
1
Click a report container.
- OR -
Expand a report container and select the category containing the report.
2
On the report card for the report, click Preview.
3
Examine the report and then close the window.

If there is no data in the report, it is possible the relevant data has not yet been collected. For more information, see your Enterprise Reporter administrator or see the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation.

 

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