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• Enterprise Reporter 3.5
• Enterprise Reporter 3.5 - Report Manager User Guide

Enterprise Reporter 3.5 - 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 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 SharePoint Online 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 Integrating with SSRS

Configuring SSRS Publishing Reports to SSRS

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 SSRS

Appendix: PowerShell cmdlets

What is Microsoft Windows PowerShell? What are cmdlets? Registering Enterprise Reporter cmdlets Adding the snap-ins automatically to new sessions Enterprise Reporter cmdlets Enabling Enterprise Reporter cmdlets Loading the Enterprise Reporter cmdlets Using cmdlets to manage clusters and nodes

Creating a cluster Creating a node Disabling a node Enabling a node Finding a node by name Piping cmdlets Finding a cluster by name Disabling a cluster Enabling a cluster

Using cmdlets to manage discoveries

Getting job information Creating a job Running a job Scheduling a job Deleting a job

Using cmdlets to run reports

Connecting to the server Getting report information Exporting a report definition Importing a report definition to a category Generating a report with data

Starting the Enterprise Reporter Log Viewer Finding and opening log files Viewing and searching log file entries Filtering log file entries

• Viewing Topics 57 - 60 of 165

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Printing a Report

Once you run a report, you can print the entire report, or just specific pages.

To print a report

1	Run the report. For more information, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers .

You can change the paper size, margins and orientation by clicking Page Setup.

2	Click the Print button.

3	If necessary, select a printer, set a page range, or a number of copies.

4	Click Print.

Exporting a Report to Other Formats

Before or after running a report, you can export it to one of the following formats:

•

PDF

•

HTML

•

MHT

•

RTF

•

Excel

•

CSV (with formatting) This option exports a CSV file that contains formatted information (such as title and description information). For more information on exporting to a raw, unformatted CSV file, see Running Reports or Exporting Reports to CSV and Other Formats from Different Containers and Setting CSV File Export Options .

•

Text file

•	Image File (includes all common image formats).

•	You can also email your report in any format directly from the report window.

The procedure for exporting a report to a raw, unformatted CSV file, or exporting to other formats is the same, no matter what container the report is in.

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 export a report without running the report

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

- OR -

Expand the treeview as necessary, and select the report.

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

NOTE: A report cannot be exported 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 .

3	In the sidebar, 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 SSRS deployed, you may be able to run reports online. A reporting administrator must publish the reports first. For more information, see Publishing Reports to SSRS .

- OR -

In the sidebar, click Export to...
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.

To export a report after running the report

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

- OR -

Expand the treeview as necessary, and select the report.

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

NOTE: A report cannot be exported 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 .

3	In the sidebar, click Run report. and wait for the report to finish.

4	Click the Export drop-down to display export options.

5	Click the Export To drop-down to display a list of formats.

To email a report, click the Email-As drop-down or arrow to display a list of formats.

6	Select a format.

7	Set the export options and click OK.

8	Provide a name and location for the file, and click Save.

9	Click Yes to open the file.

- OR -

Click No to return to your report.

 

Configuring a Default SMTP Server

If you are a reporting administrator, and want to make it easier for reporting users to configure email in Enterprise Reporter, you can configure a default SMTP server. This allows reporting users to choose this server when setting up options such as report delivery. You can provide a server that uses anonymous connections, or one that uses authentication. Users can provide their own credentials when they create a schedule.

To configure a default SMTP server

1	On the Report Manager System Configuration tab, click Configure SMTP server used by Enterprise Reporter.

2	Enter the Host server name or IP address.

3	Enter the Host port number.

4	Select a user account with credentials required to access the mail server by clicking the ellipsis (...) to open the Credential Manager. For more information, see Using the Credential Manager .

If you need to remove the credentials, click Clear.

5	Enter the email address to be used as the sender when testing the connection of the Host configuration.

6	Enter the email addresses to be used as the recipient when testing the connection of the Host configuration.

7	If you want to test the Host configuration, press Click to test your connection.

8	Optionally, adjust the Attachment Size Limit to accommodate the size (in MB) of email attachments that will be sent by the server.

Scheduling Reports

You can create a schedule, or a series of schedules, to run reports. Once you have created a schedule, you can add reports and set the parameters for the reports. You can view a calendar showing when the reports will run based on the schedule. When you are deciding how often to run your reports, make sure you understand how often the data on which you are reporting is collected. Your reporting interval needs to be at least the size of the data collection interval, or there will not be any new information in the reports. For more information on data freshness, see Running Reports . Each schedule card has the option to disable or enable the schedule if the need arises. The Schedule page also contains the option to sort all reports within each schedule by name or by type.

NOTE: Reports can be scheduled from the My Reports container. Reporting Administrators can also schedule reports from the Published Reports container.

When you add a report to a schedule, a link is maintained between the originating report and the scheduled version. Any changes to the report definition and layout will be reflected in all scheduled versions. The originating report path is indicated on the scheduled report card.

NOTE: If you change the parameters in the originating report, the scheduled versions are not updated. If you want to use the new parameters, remove the reports from any schedules, and add the new version. For more information, see Removing Reports from a Schedule and Adding Reports to a Schedule .

You can add the same report to a single schedule more than once, or to different schedules. This allows you to schedule different versions of the report by providing different parameter values. In order to help you keep track of the various versions, you can provide a description of the parameter values. This description also appears on the scheduled report card. Figure 3 shows this information on the scheduled report card.

Figure 3. A scheduled report card

See also:

•	Creating a Schedule

•	Types of Schedules

•	Working with Schedules

•	Types of Schedules

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