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• Enterprise Reporter 3.2.1
• Enterprise Reporter 3.2.1 - Report Manager User Guide

Enterprise Reporter 3.2.1 - Report Manager User Guide

Table of Contents  

Quest Enterprise Reporter Report Manager

Quest Enterprise Reporter Report Manager

Introducing the Report Manager

Starting the Report Manager Finding Answers and Getting Help An Overview of the Report Manager Security Explaining My Reports, Published Reports, and the Report Library

What are My Reports? What are Published Reports? What is the Report Library?

Reports Included in Enterprise Reporter

Active Directory® Reports Azure Reports Change History Reports Computer Reports Enterprise Reporter System Reports Exchange Reports File Storage Analysis Reports

File Categories Folder Categories

Hybrid Reports Microsoft SQL Server Reports NTFS Reports Office 365 Reports Registry Reports Security Explorer Remediation Reports

Report Types Included in Enterprise Reporter

Active Directory® Report Types Azure Active Directory Report Types Azure Resource Report Types Common Objects Report Types Computer Report Types Exchange Report Types Exchange Online Report Types File Storage Analysis Report Types Microsoft Teams Report Types NTFS Report Types OneDrive Report Types Registry Report Types SQL Server Report Types

Configuring Global Settings (System Configuration)

Running and Scheduling Reports

Running Reports

Running Category Reports

Showing and Applying Category Report Parameters Change the Category Report View Navigating Within a Category Report

Running Regular Reports Running Reports or Exporting Reports to CSVand Other Formats from Different Containers Entering Parameter Values Searching for Parameter Values Importing Parameter Values Using Saved Parameters Searching for a Report Viewing Report Properties Previewing a Report Printing a Report Exporting a Report to Other Formats

Configuring a Default SMTP Server Scheduling Reports

Creating a Schedule

Delivering Scheduled Reports by Email

Types of Schedules

Run Your Schedule Once Run Your Schedule on a Daily Interval Run Your Schedule on Specified Days of the Week Run Your Schedule on a Specified Day of the Month Run Your Schedule Yearly

Working with Schedules

Adding Reports to a Schedule Editing Report Output Options on a Schedule Removing Reports from a Schedule Deleting a Schedule Running a Schedule Disabling or Enabling a Schedule Viewing Schedule History Transferring Ownership of Schedules

Troubleshooting Scheduling Issues

Using the Credential Manager

Changing Passwords Using the Credential Manager Changing Account Names Using the Credential Manager

Organizing Reports

Working with Report Categories Moving Reports Copying Reports Deleting Reports

Creating and Editing Reports

Editing Reports

Using My Reports Changing the report icon Modifying the Fields to be Included

Performing Calculations Within a Report Indicating Data Age on a Report

Working with Report Parameters

What is a Parameter? Types of Parameters Parameter Operators Custom Query Data Types Working with Parameters

Changing the Layout Report Modification Example

Creating New Reports

Creating Report Layouts Setting CSV File Export Options Exporting and Importing Report Definitions

Report Designer Tips and Tricks

Report Bands Binding a Data Field to a Control Adding a Parameter Field to a Report Layout Adding a New Grouping to a Report Layout Adding a New Column to a Table Formatting Rules: Hiding or Showing a Field Based on Data Values Creating a Calculated Field Creating a Script to Run with a Report

Publishing Reports Publishing Reports to Knowledge Portal

Configuring Knowledge Portal Publishing Reports to Knowledge Portal

Troubleshooting Issues with Enterprise Reporter

Troubleshooting Connectivity Issues

Restoring a Connection to the Enterprise Reporter Server Restoring a Connection to the Enterprise Reporter Database

Troubleshooting Connection Timeouts Troubleshooting Credential Change Failures Auditing Report Manager Activity Exporting Logs from the Report Manager Resolving Issues in the Report Manager

What To Do if the Data in Your Report is Not What You Expect Other Issues Viewing Information About Your Enterprise Reporter Configuration

Troubleshooting Issues with Quest Knowledge Portal

Appendix: Log Viewer

Starting the Enterprise Reporter Log Viewer Finding and Opening Log Files Viewing and Searching Log File Entries Filtering Log File Entries

• Viewing Topics 97 - 100 of 136

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Parameter Operators

The operators that are available for use depend on the data type of the field you are working with. The following table outlines the operators available.

 

Table 37. Parameter Operators

Operator	Description	Data types
Between	Returns all data between the two values you provide. For example, if you choose a field that contains text, and search between A and C, it will return all values that start with the letters A, B and C.	String Number Date
Contains	Returns all data containing the value you provide. The value can be found anywhere within the field. For example, if you enter AN, as long as that sequence of letters is found anywhere in the field, the data is returned. This is a very flexible operator. Many of the operations you can do with Contains can also be done using other operators. It is primarily intended for use with wildcard characters. Wildcard characters must be surrounded by square brackets. Supported characters (for strings only): • [*], which replaces any number of characters • [?], which replaces a single character. Returns all data that matches the combination of text and wildcard characters that you provide. For example: • Fin[*] returns all data that starts with Fin, and has any number of characters after it. (For this case, you could also use the Starts with operator) • Fin[?] returns anything that starts with Fin and has a single additional character. • [*]Finance returns any data that ends with Finance. (For this case, you could also use the Ends with operator) • [*]Finance[*] returns any data that has Finance anywhere in the field. (For this case, you could also use the Contains operator.) • F[*]e excludes any value that starts with F and ends with e.	String
Does not Contain	Returns all data except those containing the value you provide. For example, if you enter AN, if that sequence of letters is found anywhere in the field, the data is not returned. You can use wildcard characters in the same manner as Contains.	String
Does not end with	Returns all data except that ending with the value that you provide.	String
Does not start with	Returns all data except that starting with the value that you provide.	String
Ends with	Returns all data that end with the value you provide.	String
Equals	Returns only the data that exactly matches the value you provide. Equals is not case sensitive.	String Number GUID Boolean Date
Equals with group expansion	Enter an Account Name. Results include the data for the selected account as well as the data for any group of which it is a direct or indirect member. For example, if an account is a member of Group A and Group A is a member of Group B, the results will include values/data for the account as well as Group A and Group B.	Account Name attribute Identity unique display name attribute
Excludes	You provide a list of values. Returns all values except those matching your list. This acts as an OR when joining the list you provide—it returns data that does not match any one of the values. For example, if your Excludes list is Austin, Dallas and Houston, if a field includes any of the values, the data will not be returned. The Excludes operator also acts like an OR with numbers (integers). For example, use it to exclude NTFS folder level 1 OR folder level 4 OR folder level 5. However, to exclude NTFS folders up to folder level 5, use the operator Less than or equal to. Supported wildcard characters (for strings only): • [*], which replaces any number of characters • [?], which replaces a single character. Wildcard characters must be surrounded by square brackets. For a full explanation of the use of these wildcard characters, see Contains .	String Number Date
Greater or equal to	Returns all data larger than and including the value you provide.	String Number Date
Greater than	Returns all data larger than the value you provide.	String Number Date
Has a value	Has two possible values: True or False. If you choose True, returns all data where the field is populated. If you choose False, returns all data where the field is empty.	String Number Boolean Date
In the next	Enter a number of days. Returns data with a date range from the date and time you run the report to the number of days in the future that you enter. For example, if you run the report at 16:30 on December 12, and you enter six days, you will get data with the dates from December 12 at 16:30 to December 18 at 16:30.	Date
In the past	Enter a number of days. Returns data with a date range from the date and time you run the report to the number of days in the past that you enter. For example, if run the report at 16:30 on December 12, and you enter six days, you will only get data with a date from December 6 at 16:30 to December 12 at 16:30.	Date
Includes	You provide a list of values. Returns all values that match any item on your list. This acts as an OR when joining the list you provide—it returns data that does not match any one of the values. For example, if your Includes list is Austin, Dallas and Houston, if a field includes any of the values, the data is returned. The Includes operator also acts like an OR with numbers (integers). For example, use it to include NTFS folder level 1 OR folder level 4 OR folder level 5. However, to include NTFS folders up to folder level 5, use the operator Less than or equal to. Supported wildcard characters (for strings only): • [*], which replaces any number of characters • [?], which replaces a single character. Wildcard characters must be surrounded by square brackets. For a full explanation of the use of these wildcard characters, see Contains .	String Number Date
Less than	Returns all data smaller than the value you provide.	String Number Date
Less than or equal to	Returns all data smaller than and including the value you provide.	String Number Date
Matches	You select two fields. Returns only the data where the contents of one field is identical to the other field. Matches is not case sensitive.	String GUID
Not between	Returns all data that is not between the two values you provide. For example, if you choose a date field, and set the values to not between December 10, 2011 and January 15, 2012, you will get all corresponding data from December 10 and before, and January 15 and after. You must enter the lower value first, followed by the higher value.	String Number Date
Not equals	Returns all data except for the value you provide.	String Number Date Boolean GUID
Not in the next	Enter a number of days. Returns all data except for the time period from the date and time you run the report to the number of days in the future that you enter. For example, if you run the report on December 12 at 16:30, and you enter six days, you will get all data except that with a date from December 12 at 16:30 to December 18 at 16:30.	Date
Not in the past	Enter a number of days. Returns data with any date except for the time period from the date and time you run the report to the number of days in the past that you enter. For example, if you run the report at 16:30 on December 12, and you enter six days, you will get all data except that with a date of December 6 at 16:30 to December 12 at 16:30.	Date
Starts with	Returns all data that starts with the value you provide.	String

Custom Query Data Types

The Enterprise Reporter Report Library contains many reports generated by custom queries. This table outlines the data types used in the Report Library custom queries and the operators supported for each of them. The equals operator returns only data that exactly matches a provided value, so wildcard parameters are not supported for custom query reports in the Report Library. When creating your own custom query reports, the query you write defines whether or not parameters with wildcard characters will be handled.

Table 38. Custom Query Data Types

Data Type	Description	Supported Operators
int	Holds signed 32-bit (4-byte) integers that range in value from -2,147,483,648 through 2,147,483,647. Use int to select the top ‘n’ records to limit the results of a report.	Equals
datetime	Defines a date that is combined with a time of day with fractional seconds that is based on a 24-hour clock. Use datetime to select records modified between two dates.	Equals
nvarchar [(n | max)]	The NVARCHAR data type is variable-length Unicode string data. n defines the string length and can be a value from 1 through 4,000. max indicates that the maximum storage size is 2^31-1 bytes (2 GB). The storage size, in bytes, is two times the actual length of data entered + 2 bytes.	Equals
table	A special data type that can be used to store a list of nvarchars. Use table to supply multiple values (such as a list of computer names) for a single parameter.	Includes
varchar [(n | max)]	The VARCHAR data type is variable-length string data. n defines the string length and can be a value from 1 through 4,000. max indicates that the maximum storage size is 2^31-1 bytes (2 GB).	Equals

Working with Parameters

To create a parameter

1	Select the report, then click Edit report.

2	Click Parameters.

3	Click Add.

4	In the Usage section, choose the parameter type.

5	If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.

Make sure your prompt provides the report user with enough information to properly run the report.

6	In the Field section, select the field for the parameter.

You can choose from any field included in the reporter. You can create more than one parameter per field.

7	In the Parameter Properties section, choose an operator.

8	If desired, select Supply a default value, and enter the value.

This step is necessary if you created a Hidden parameter in step 4.

9	Click OK to close the Edit Report Parameter dialog box.

10	Click OK to close the Edit Report Definition dialog box.

To edit a parameter

1	Select the report, then click Edit report.

2	Click Parameters, and select the parameter.

3	Click Edit.

4	Make changes as needed, and click OK to close the Edit Report Parameter dialog box.

5	Click OK to close the Edit Report Definition dialog box.

To delete a parameter

1	Select the report, then click Edit report.

2	Click Parameters, and select the parameter.

3	Click Delete.

4	Click Yes to confirm the deletion.

5	Click OK to close the Edit Report Definition dialog box.

To group parameters

1	Select the report, then click Edit report.

2	Click Parameters.

3	Press CTRL and select the parameters to be grouped.

NOTE: To include a parameter in an existing group, you must first ungroup the existing group, and then select all of the parameters to be included in the group.

4	Click the Group button.

5	Click OK to close the Edit Report Definition dialog box.

To ungroup parameters

1	Select the report, then click Edit report.

2	Click Parameters.

3	Press CTRL and select the parameters within a group that are to be ungrouped.

4	Click the Ungoup button.

5	Click OK to close the Edit Report Definition dialog box.

To change the operator between parameters

1	Select the report, then click Edit report.

2	Click Parameters.

3	Click a parameter outside of a group to change all of the operators outside of groups (including the operators between groups).

- OR -

Click a parameter within a group to change all of the operators for that group.

For more information, see Working with Report Parameters .

4	Click the AND/OR button to change the operator from AND to OR or vice versa.

5	Click OK to close the Edit Report Definition dialog box.

Creating or Editing an Expand Nested Groups Parameter

Some reports support adding a parameter that allows you to expand nested group members and specify how they are displayed in the report. Some reports already contain this parameter which can be edited.

To create an Expand Nested Groups parameter

1	Select the report, then click Edit report.

2	Click Fields.

3	In the Available Fields area, select the Expand Nested Groups field, and click Add.

4	Click Parameters.

5	Click Add.

6	In the Usage section, choose the parameter type.

7	If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.

Make sure your prompt provides the report user with enough information to properly run the report.

8	In the Field section, select the field Expand Nested Groups.

9	In the Parameter Properties section, select the Equals operator.

10	If more fields for the nested group members are desired, select Supply a default value.

11	Optionally select a default value from the pull down menu.

12	Optionally click Add Fields to add more fields for nested group members. For more information on adding fields, see To add more nested group member fields when running a report .

13	Click OK to close the Edit Report Parameter dialog box.

14	Click OK to close the Edit Report Definition dialog box.

To edit an Expand Nested Groups parameter

1	Select the report, then click Edit report.

2	Click the Parameters tab.

3	Select the Expand Nested Groups parameter.

4	Click Edit.

5	In the Usage section, choose the parameter type.

6	If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.

Make sure your prompt provides the report user with enough information to properly run the report.

7	In the Field section, select the field Expand Nested Groups. For more information on selecting available fields, see Modifying the Fields to be Included

8	In the Parameter Properties section, select the Equals operator.

9	If more fields for the nested group members are desired, select Supply a default value.

10	Optionally select a default value from the pull down menu.

11	Optionally click Add Fields to add more fields for nested group members. For more information on adding fields, see To add more nested group member fields when running a report .

12	Click OK to close the Edit Report Parameter dialog box.

13	Click OK to close the Edit Report Definition dialog box.

Changing the Layout

If you add or remove fields to or from your report and the report has a layout, you will need to verify that the layout is still appropriate. You may also want to modify the layout to suit your own preferences.

TIP: You should always back up your report by making a copy before modifying the layout. You cannot undo changes to a layout once you have clicked OK in the Edit Report dialog box.

If you have date and time fields in the report, you might want to add your local time zone to the report layout. When date and time data is collected, it is stored in local time. When a report is run, the time is expressed in the time zone of the console running the report. For example, if a user in New York City logged on at 4:15 pm, but the report was run in Los Angeles, which is three hours behind, the report will show that user logging in at 1:15 pm.

The Layout is modified using the Report Designer from DevExpress. You may change the layout manually, import a layout from an existing report, or auto-generate a layout. For more information, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Quest Enterprise Reporter Report Manager.

To modify the layout of a report

1	Click My Reports.

- OR -

Expand My Reports and select the category containing the report.

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	In the treeview, select the report you want to edit.

3	From the menu options, under Manage Report, click Edit report.

4	Select the Layout tab.

5	Click Edit to open the Report Designer.

If you would rather start from a blank layout, and create a new layout, click Design New.

6	To add any parameter (such as the time zone) to your report, in the Report Designer, click Field List, expand the parameters container, and drag the parameter (for example, TimeZone) to the appropriate location on the report.

7	Make any additional changes to the layout.

For details on using the features of the Report Designer, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

8	Optionally, click Show preview to generate a sample of the report to review the edits.

9	Click OK to close the Report Definition dialog box.

To import the layout of an existing report

1	Click My Reports.

- OR -

Expand My Reports and select the category containing the report.

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	In the treeview, select the report you want to edit.

3	From the menu options, under Manage Report, click Edit report.

4	Select the Layout tab.

5	Click Import layout.

6	Select the report containing the layout to be imported and click OK.

7	Using the report editor, ensure that the fields imported in the layout match the data to be displayed in the report and make any additional changes to the layout and click OK.

For details on using the features of the Report Designer, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

8	Optionally, click Show preview to generate a sample of the report to review the edits.

9	Click OK to close the Report Definition dialog box.

To use the Report Wizard to generate a new layout for the report

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 options, under Manage Report, click Edit report.

3	Select the Layout.

4	Click Auto-generate to start the layout wizard.

5	Step through the wizard.

For more information, refer to the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

6	Once you have completed the wizard, click OK to close the Report Definition dialog box.

7	Optionally, click Show preview to generate a sample of the report to review the edits.

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