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Enterprise Reporter 3.2.1 - 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 Appendix: Log Viewer

Creating a Schedule

The first step in scheduling reports is to create a schedule. One schedule can be used for many reports. Reports can be deposited in a file share you specify, can be emailed to selected users, or can be distributed using both methods.

See also:

For more information on these formats, see Exporting a Report to Other Formats . Not all formats are available for scheduled reports.
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Optionally, click Export Options and set options such as the Export Mode and the Page Range.
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Optionally, select Send report to share to deposit the finished report to a share.
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Optionally, select Send Email to email a copy of the report.
You can select Attach report to email to send the report as an attachment.
If you opt to send attachments, you can also select Do not attach reports with empty data results to avoid sending empty reports.
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See also:

Delivering Scheduled Reports by Email

You can choose to have all of the reports on a schedule delivered by email. Reports can also be delivered to a network share, since some organizations do not allow certain file types to be sent, and restrict the size of attachments.

To configure email, you need to provide an SMTP server. Your administrator may have provided a default server for you to use; otherwise you will need the server name and port number. Unless the SMTP server is configured to accept anonymous connections, you need to provide valid credentials for the SMTP server. The same SMTP server will be used for all schedules. If you change the SMTP settings on one schedule, all other schedules will be automatically updated.

When the Attach email to report option is selected, Enterprise Reporter will attempt to email the reports as an attachment. If your email setup does not allow for this, the email will have a link to the share where the reports are located if you have also selected the Save to share option.

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Optionally, select Send report to share to deposit the finished report to a share.
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Select Send Email.
You can select Attach report to email to send the report as an attachment.
If you opt to send attachments, you can also select Do not attach reports with empty data results to avoid sending empty reports.
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If this is your first schedule, select Configure the mail server.
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Click OK.
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3
Click Configure mail server.
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Click OK.

When scheduling reports, one of the Delivery options is to Send Email. When the Send Email option is selected, the DefaultSchedulingTemplate.xml template is automatically loaded into the Body field as the default message. For more information, see Modifying Scheduled Email Templates .

You may modify the email message for this schedule, but it is important to note that the email template contains variables and tags that control the content and layout of the email message.

The following options may be used anywhere within the body of the message.

 

{%report_schedule%}

schedule name

{%network_path%}

path location of scheduled reports

{%filename%}

name of the file containing scheduled reports

 

<body></body>

<body></body>

<static></static>

<p></p>

To create a section that will be repeated for every report in the schedule, use <repeat> and </repeat> to indicate the beginning and the end of the section.

The following variables and tags may be used anywhere within the repeating section:

 

{%name%}

name of report

{%description%}

description of report

 

<row></row>

<tr></tr>

<plaintext></plaintext>

<td></td>

<dynamictext></dynamictext>

<td></td>

An example of an email message using all available variables and tags is shown below.

<Body>

</Body>

You can choose to have all of the reports on a schedule delivered by email. For more details, see Delivering Scheduled Reports by Email . The success, failure, or attachment size of the scheduled reports determines which email template is used.

The templates are located in the following directory on the computer where the Enterprise Reporter server is installed:

Email templates are provided for the following four scenarios:

A schedule does not complete successfully.
FailureTemplate.xml
FailureTemplate.xml
The total size of all reports exceeds the maximum of 500KB so no reports are attached.
DefaultSchedulingTemplate.xml
DefaultSchedulingTemplate.xslt
A schedule is partially complete because one ore more reports fail.
PartialCompleteTemplate.xml
PartialCompleteTemplate.xslt

You can use any XML editor to modify the templates (.xml) and their corresponding email style files (.xslt). Some prior knowledge of XML and Extensible Stylesheet Language Transformation will be helpful. For more information, see Email Template Structure (.xml) .

The template files contain tags such as <EmailTemplate>, <Subject> and <Body>. The attributes and textual content of these tags may be modified. For example, to change the subject of an email template, open the applicable template file and change the content between <Subject> and </Subject>.

To add more information to the email messages, the following tags can be repeated within the same template:

Text between the {%....%} tags must remain unaltered as they control relative content embedded in the email messages as they are generated. For more information, see Modifying Scheduled Email Messages .

The default maximum file size for Enterprise Reporter e-mail attachments is 1MB. You can increase the maximum attachment size to accommodate larger reports by modifying the Enterprise Reporter configuration.

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Click the System Configuration tab.
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Click Configure SMTP server used by Enterprise Reporter under Email Settings.
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Enter an Attachment Size Limit (in megabytes) that accommodates your reports.
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Types of Schedules

There are various types of schedules you can create; one-time, daily, weekly, monthly, yearly, or for specific months.

See also:

Run Your Schedule Once

This allows you to run your schedule a single time, at a date and time you provide.

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