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Enterprise Reporter 3.5.1 - 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 Computer Reports Enterprise Reporter System Reports Exchange Reports File Storage Analysis Reports

File Categories Folder Categories

Hybrid Reports Microsoft SQL Server Reports NTFS Reports Microsoft 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 Exporting a Report to Other Formats

Configuring a Default Email 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

Working with Report Parameters

When you collect data in Enterprise Reporter, all data from the target is collected. To create meaningful reports, this data must be filtered, sorted and organized for specific needs. Parameters are used to filter the data.

When you add multiple parameters to a report definition, you can also group parameters to further filter the information included in a report. Each group supports a single AND or OR operator.

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An example of an inclusive grouping (joined with AND)

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(Type of Account equals User) AND (Account Name starts with P)

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An example of an exclusive grouping (joined with OR)

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(Account Name starts with P) OR (Account Name starts with S)

You can further connect groups with AND or OR operators to create even more complex filtering.

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•

[Domain Name includes CA]

[(Domain User Expiration Date is in the past 29 days) OR
(Domain User Expiration Date is in the next 15 days)]

would include information that matches the criteria from the first group OR the second group.

Only one child level of grouping is supported.

•

•

[(Type of Account equals User) AND
((Account Name starts with P) OR (Account Name starts with S))]

[(Type of Account equals Group)]

has nested groups and is unsupported.

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What is a Parameter?

•

Types of Parameters

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Parameter Operators

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Custom Query Data Types

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Working with Parameters

•

What is a Parameter?

•

Types of Parameters

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Parameter Operators

•

Custom Query Data Types

•

Working with Parameters

What is a Parameter?

A parameter consists of the following:

Table 36. Parameter Elements

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Appears as the title of the parameter when running the report. You configure this prompt to explain to the report user what the intention of the parameter is. It should clearly convey the values the user needs to enter.

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A prompt is required for Optional and Required parameters. For more information on parameter usage, see Types of Parameters .

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The maximum size for a prompt is 128 characters.

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Sample prompts:
Choose the start and end date for the data in your report.
Enter the names of all domains you want to include.

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The field that will be queried by the parameter.

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Within a report, you can set as many parameters as you need to get the information you are looking for. You can create multiple parameters for the same field.

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For more information on choosing the fields to include in your report, see Modifying the Fields to be Included .

Condition Operator

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Sets the basis for the conditions that will be set to filter the available data.

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The operators available vary depending on the field. For a list of operators, see Parameter Operators .

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Examples of operators: Includes, Equals, Between.

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These values are presented when the report is run, and the user can choose to run the report using the default values, or to change the values to anything they want.

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For Optional and Required parameter types, you can choose to create a default value, or list of values, depending on the operator.

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Default values are required for Hidden parameters.

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The form of these values is determined by the field and operator. For example, a date takes the form dd/mm/yyyy. Some operators allow you to create lists or ranges. You must enter values in the correct form before you can finish creating the parameter.

Types of Parameters

There are three types of parameters that you can create. By paying careful attention to choosing the proper parameter type, you can ensure that you get the right balance of user interaction and preset information, and that your report serves its intended purpose. Each type of parameter has to have specific elements in order to be accepted.


	NOTE: If you do not enter everything required for a particular type of parameter button, the OK button will be unavailable.

Table 37. Parameter Usage Requirements
Parameter usage	When creating the parameter	When using the parameter to run the report
Required	You must provide a prompt explaining the user input required when running the report. You can choose to supply a default value to the user, who can use that value or change it.	You cannot run the report unless this parameter is given a value.
Optional	You must provide a prompt explaining the user input required when running the report. You can choose to supply a default value to the user, who can use that value or change it.	You can run the report with or without a value.
Hidden	You must provide a default value. This value will be used when the report is run. You do not need to provide a prompt.	The user running the report does not see this parameter in the parameter card list.

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 38. Parameter Operators

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.

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):

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[*], which replaces any number of characters

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[?], which replaces a single character.

Returns all data that matches the combination of text and wildcard characters that you provide. For example:

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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)

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Fin[?] returns anything that starts with Fin and has a single additional character.

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[*]Finance returns any data that ends with Finance. (For this case, you could also use the Ends with operator)

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[*]Finance[*] returns any data that has Finance anywhere in the field. (For this case, you could also use the Contains operator.)

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F[*]e excludes any value that starts with F and ends with e.

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.

Does not end with

Returns all data except that ending with the value that you provide.

Does not start with

Returns all data except that starting with the value that you provide.

Returns all data that end with the value you provide.

Returns only the data that exactly matches the value you provide. Equals is not case sensitive.

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

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 .

Greater or equal to

Returns all data larger than and including the value you provide.

Returns all data larger than the value you provide.

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.

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.

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.

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 .

Returns all data smaller than the value you provide.

Less than or equal to

Returns all data smaller than and including the value you provide.

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.

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.

Returns all data except for the value you provide.

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.

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.

Returns all data that starts with the value you provide.

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