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Enterprise Reporter 3.5 - Report Manager User Guide

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

Finding Answers and Getting Help

When using Enterprise Reporter, you can press F1 from any screen for help. The documentation included with Enterprise Reporter will open and display the section of documentation most relevant to the screen you are viewing.

The Help menu provided in Enterprise Reporter also addresses frequently asked questions related to the screen you are viewing. Clicking on a any of the topics provided will display the related section of documentation.

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Checking Online Support

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Help Finding and Creating Custom Reports

Checking Online Support

Enterprise Reporter also provides a tool for searching knowledge articles and community discussions.

To search Online Support

1

Click the link for Online Support in the header bar of the console.

2

Select whether to search Knowledge Articles, Community Discussions, or both.

3

Enter a keyword or phrase in the text box.

4

Press Enter or click the search icon.

5

Click the link of any result to open the result in the Online Support portal.


	NOTE: Signing in to the Online Support portal is required to view premium knowledge articles.

Help Finding and Creating Custom Reports

The Quest Community contains the Enterprise Reporter Custom Reports Forum dedicated to help with custom reporting. The forum hosts discussions about editing reports in the Enterprise Reporter report library to create custom reports. Existing custom reports are available to download and edit. If none of the existing reports meet your needs, you will also find guidelines to request a custom report.

To search for custom reports

1

Click the link for the Custom Report Community in the toolbar of the console.

2

Click the link to review the Existing Custom Reports and download any that are appropriate.

3

If the appropriate report is not found, follow the link to the Guidelines to request a custom report.

An Overview of the Report Manager Security

The Report Manager needs to be able to access both the Enterprise Reporter server and the Enterprise Reporter database, as shown in Figure 1.

Figure 1. Credentials used to communicate in Enterprise Reporter

The logged in credentials need the following permissions in order to successfully run and create reports:

To log in to the Report Manager, the logged in user must be in the Reporter_Reporting_Admins or Reporter_Reporting_Operators security group. For more information, see the Quest Enterprise Reporter Installation and Deployment Guide.

To access the server, the logged in user must be a domain account.

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The account being used to access the database must have read access to the database to read reports, and write access to the database to publish reports. This account is chosen when you log in to the Report Manager. If you are using Windows® authentication, the account should already have these permissions because they must be in a security group in order to log in to the console. SQL accounts must be permissioned manually.

SQL Authentication is supported for the Enterprise Reporter database.

Explaining My Reports, Published Reports, and the Report Library

Enterprise Reporter has three different report containers, each with its own intended use. They are shown in the treeview of the console. Each container can be expanded to show the categories and reports it contains.

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What are My Reports?

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What are Published Reports?

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What is the Report Library?

What are My Reports?

As you use Enterprise Reporter, you will find that there are reports that you use a lot, or reports that you want to customize. You can store these in the My Reports container. You decide what reports appear in My Reports by copying them from other containers (see Copying Reports ) or creating them from scratch (see Creating New Reports ). My Reports is unique to each user, so different users will have different contents in their My Reports container. You can see your My Reports container on any computer that you are logged in to. You can create your own categories to keep these reports organized for easy access (see Working with Report Categories ). Reports in this container may be scheduled (see Scheduling Reports ).

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What are Published Reports?

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What is the Report Library?

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