MessageStats 7.8 - Report Pack for Exchange Online User Guide

Using the Edit Button

Editing Reports

You can modify both the configured MessageStats Report Pack for Exchange Online Reports and any custom reports that you create. You can edit reports in the following ways:

•	Using the Edit button on the report listview

•	Selecting filters before rendering a report

•	Using the Quick Filter Bar at the bottom of the report

•	Using Save Report Settings to retain the filters, sort and grouping options, and any other modifications that you have made to a report, to facilitate the creation of subsequent reports with the same settings.

•	Using the column headers on the reports to change grouping and sorting options

•	Using the Edit menu on the toolbar to launch the MessageStats Report Pack for Exchange Online Reports Wizard

The following table describes the extent of editing for each type:

 

Table 1. Editing options for reports.

Type	Description
Edit Button	Allows you to copy the report to a different destination folder, move the report to a different location, rename or delete the report, or edit the report description.
Filters	Allows you to restrict the report content to specific information before the report is rendered.
Quick Filter Bar	Allows you to change filter options and regenerate the report. For more information, see Using Quick Filters.
Column Header	Allows you to add or remove fields in the report, and change group and sort options. For more information, see Changing Grouping OptionsChanging Grouping Options.
Edit Menu	Opens the Web Report Wizard to allow you to customize or modify an existing report.

Using the Edit Button

Using the Edit Button

An Edit button is located at the right side of each folder and report in the file-based model. The commands available on the Edit button differ depending on whether the Edit button is accessed from a folder or a report.

For folders, the following commands are available:

 

Table 2. Edit options at the folder level.

Command	Description
Copy To	Opens a dialog box for you to define the destination of the copied folder.
Move To	Opens a dialog box for you to define the destination of the moved folder. After the report is moved to the new location, the original is deleted.
Rename	Opens a dialog box for you to rename the selected folder.
Delete	Prompts you to verify that you want to delete the folder.
Edit Description	Opens a dialog box for you to edit the description of the folder.

For reports, the following commands are available:

 

Table 3. Edit options at the report level.

Command	Description
Copy To	Opens a dialog box for you to define the destination of the copied report.
Move To	Opens a dialog box for you to define the destination of the moved report. After the report is moved to the new location, the original is deleted.
Rename	Opens a dialog box for you to rename the selected report.
Delete	Prompts you to verify that you want to delete the report.
Modify Report	Opens the Web Report Wizard to allow you to make any changes to the selected report, and save your custom report.

Using Quick Filters

Using Quick Filters

Each report can have a Quick Filter bar at the bottom of the page. This bar does not scroll with the report.

To use Quick Filters

1	Select a field from the list.

2	Select a parameter from the following list:

 

Table 4. Quick filter parameters.

Parameter	Available in	Description
=	All	The field value equals the criteria value.
<>	All	The field value is not equal to the criteria value.
>	All	The field value is greater than the criteria value.
<	All	The field value is less than the criteria value.
<=	All	The field value is less than or equal to the criteria value.
>=	All	The field value is greater than or equal to the criteria value.
like	All	The field value is like the criteria value.
is NULL	All	There is no value for the criteria field.
is not NULL	All	There is any value except NULL for the criteria value.
between	All	The field value falls between the two criteria that you define.
is in	All	The field value is in the criteria that you define. NOTE: When using the is in operator, you can multi-select in the Select a Value dialog box by holding down the CTRL key and clicking the items you want. The selected items appear in the edit box as a list separated by semi-colons.
not in	All	The field value is not in the criteria that you define.
last	Date, DateTime	This operator allows you to select a time interval in the form nn uu, where nn is a number and uu is a unit of time. (For example, Last 5 Weeks, Last 3 days, and so on). The time interval is based on the current time.
most recent	Date, DateTime	This operator queries the database for the most recent entry for the specified field and then uses that value to find all records with a matching value. The value depends on the content of the database and is independent of the current time. “Most recent” could potentially mean a time long past, and remain unchanged until the database is changed.
today	Date, DateTime	Today = from 12:00 AM to the current time.
yesterday	Date, DateTime	Yesterday = from 12:00 AM to 11:59 PM yesterday.
this week	Date, DateTime	Start = Sunday of current week, End = today.
last week	Date, DateTime	Start = Sunday of previous week, End = Saturday of previous week.
this month	Date, DateTime	Start = 1st day of current month, End = today.
last month	Date, DateTime	Start = 1st day of previous month, End = last day of previous month.
this quarter	Date, DateTime	Start = 1st day of current quarter, End = today.
last quarter	Date, DateTime	Start = 1st of previous quarter, End = last day of previous quarter.
NOTE: Quarters start January 1, April 1, July 1, and October 1.
year to date	Date, DateTime	This operator selects records with dates from January 1 of the current year to the current date.
contains	Description	The field value contains the specified criteria.
does not contain	Description	The field value does not contain the specified criteria.
starts with	Description	The field value starts with the specified criteria.
ends with	Description	The field value ends with the specified criteria.
does not start with	Description	The field value does not start with the specified criteria.
does not end with	Description	The field value does not end with the specified criteria.

When using the DateTime filters, time is based on UTC, not local time.

3	Define the filter criteria.

- OR -

Define both criteria if you have selected Between as your report parameter.

4

Click .

Changing Grouping Options

Changing Grouping Options

After a report is generated, you can change the grouping options for the report. Each column header provides the facility to change grouping options.

The following illustration shows the grouping options that might appear when you click the column header. The options that appear depend on the current settings.

Initially, the same options appear regardless of which column header you select. After you change the grouping options, the list changes to reflect your current settings.

 

Table 5. Options to group data in reports.

Option	Description
Group By	Groups the report by the selected field.
Ungroup	Removes the grouping of the report by the selected field.
Insert Field	Adds a new field to the left of the selected field. When you select this option, a scrolling list appears for you to select the new field.
Append Field	Adds a new field to the right of the selected field. When you select this option, a scrolling list appears for you to select the new field.
Remove Field	Removes the selected field from the report.
Sort Ascending	Sorts the field in ascending order.
Sort Descending	Sorts the fields in descending order.
Remove Sorting	Removes the sorting that you have indicated from the report.

Grouping changes you make to the sorting options for column headers are automatically reflected in the Report Information dialog box.