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Enterprise Reporter 3.5 - 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: PowerShell cmdlets

Using My Reports

My Reports is a container in which you can edit, create, schedule, or publish reports. You choose what reports to include in My Reports. You can:

•
Add existing reports for easier access by copying or importing.
•
Copy reports to My Reports to edit them for publishing.
For more information, see Copying Reports .
•
Create a new version of an existing report.
For more information, see Editing Reports .
•
Create a new report from scratch.
For more information, see Creating New Reports .
•
Change the report header to use the global icon.
For more information, see Changing the report icon .

For more information, see Help Finding and Creating Custom Reports .

Each installation of the Report Manager has its own unique My Reports container. You can create categories to organize your reports, and move and copy reports between categories.

* 
TIP: Give your reports unique names. When you click My Reports, you see a list of all reports from all categories. Reports with the same name will appear to be listed twice in the card view, and the only way you will be able to differentiate between them is to examine the properties of each report.
* 
NOTE: If you are a reporting administrator and want to make a customized report available to all users, you need to publish it. For more information, see Publishing Reports .

Changing the report icon

TYou can change the icon displayed in the header of reports. We recommend using an image that is 300 x 300 pixels. First, configure a global icon, then change the header icon on your reports.

* 
NOTE: Reports that have custom layouts may need to have their layout adjusted to accommodate the custom icon. For more information, see Changing the Layout .
To set the global report header icon
1
Click the System Configuration tab in the Enterprise Reporter Report Manager.
2
Click Manage report icon.
3
Click the ellipses to open the file browser.
4
Locate and select the image to be used in report headers and click Open.
5
Optionally, select Use this icon for new reports to make the icon available on new and copied reports.
6
Click OK to save the configuration.
To change a report header icon on selected reports
1
Follow the steps To set the global report header icon.
2
Click the Report tab in the Enterprise Reporter Report Manager.
3
Expand My Reports or Published Reports and select the categories or reports to be updated.
4
Right click anywhere on the selected reports and click Change Report Icon.
5
Click OK to close the icon change confirmation box.
To change the report header icon on copied reports
1
Follow the steps To set the global report header icon and select Use this icon for new reports.
2
Click the Report tab in the Enterprise Reporter Report Manager.
3
Expand the Report Library and select the categories or reports to be copied.
4
Right-click anywhere on the selected reports and click Copy.
5
Right-click on My Reports and click Paste.
6
Click Yes to use the global report header icon for all copied reports.
7
Click OK to close the icon change confirmation box.

Modifying the Fields to be Included

You can add and remove fields from a report. Fields are organized by report type; a report can only contain fields from one report type. You cannot change the report type of a report. Each report type includes information from various related tables in the Reporter database. Some report types can be extended. By extending a report type, more fields are available to be added to your report. Typically, only a subset of the available fields are included in each report. You can add or remove fields to suit your needs.

* 
NOTE: Each report may have a layout that defines how the fields are displayed, including the positioning, grouping and sorting. When you modify the included fields, the layout is not automatically updated. For information on modifying the layout, see Changing the Layout and Report Designer Tips and Tricks .

You can implement some functions when choosing the fields, or when designing the report layout. For example, you can set sort ordering when you include the field in a report, or you can set it using the report layout. The difference between the two methods is where the action occurs. If you configure the fields, the action is carried out on the database before the report is generated. If you configure the report layout, the action is carried out as the report is generated. You might notice a performance increase if you configure the fields instead of the report layout.

By default, Enterprise Reporter collects a base set of attributes for each type of object. Your discovery administrator has the ability to extend some attributes in the Configuration Manager, and these are noted as (extended) after the field name in the Report Manager. They can be added to a report as usual, and you will find them in the report type associated with the object on which you are reporting. If you have requested that an attribute be collected, you need to restart your Report Manager in order to see the new fields in the report type.

You may also extend some report types to include additional fields for account objects. For example, in an NTFS report, you may want to see additional domain user fields that are collected by an Active Directory® discovery. You can accomplish this by adding account objects to the report type. The available types of account objects you can add are:

•
Domain User
•
Domain Group
•
Local User
•
Local Group

You may also extend some report types to include additional fields for identity objects. For example, in a OneDrive report, you may want to see additional Azure user fields that are collected by an Azure Active Directory discovery. You can accomplish this by adding identity objects to the report type. The available types of identity objects you can add are:

•
Azure Contact
•
Azure Group
•
Azure User

When editing a report, in the Available Fields area, the option to extend the report type is indicated by a special folder icon next to object names underlined in blue. You can right click the object names to see the available type of account or identity objects that can be added. For detailed steps on extending the report type, see To extend a report type .

You can set the sort order for each field on this page as well. This sorts the fields in the database before reporting them. Sort order is important in determining what the report output looks like. The first sorted field is the primary sort, the second field is the secondary sort and so on. For example, if you sort ascending on Server Name, Instance Name, and Database Name then arrange the fields in that order, your results are returned like this:

Server A
Instance A
Database A
Database B
Database C
Instance B
Database A
Database B
Database C
Server B
Instance A
and so on.

See also:

•
Performing Calculations Within a Report
•
Indicating Data Age on a Report
To add and remove report fields
1
In My Reports, select the report, then click Edit report.
2
If necessary, rename the report to reflect your changes.
3
Click Fields.
4
In the Available Fields area, select any fields you want to add, and click Add.
You can multiselect fields using the Ctrl key.
The first time you modify fields in any editing session (add, remove, or right-click operations), a warning appears, explaining that the report layout is not automatically updated. For information on updating the layout to reflect your changes, see Changing the Layout and Report Designer Tips and Tricks .
5
Click OK to continue.
You cannot change the report type.
6
In the Selected Fields area, select any fields that you want to remove and click Remove.
To set the sort order of fields
1
In Selected Fields, drag the fields as required.
You cannot move unsorted fields above sorted fields.
2
Right-click the field and select Sort Ascending or Sort Descending.
To remove sorting, choose No Sorting.
To extend a report type
1
In the Available Fields area, right-click any object underlined in blue.
2
To add fields to the report type, select the objects you want and click OK.
The new objects will appear in the Available Fields list.
3
Scroll down to see the new objects and expand them to see the additional fields.
4
Update the selected fields by clicking the Add and Remove options as usual. For more information, see To add and remove report fields .

See also:

•
Performing Calculations Within a Report
•
Indicating Data Age on a Report

Performing Calculations Within a Report

You can also apply an aggregate to certain fields. Aggregates provide summaries of the available rows and columns of collected data in the Reporter database. Depending on the type of field you are working with, the available aggregates are:

 
Table 34. Available Aggregates
Aggregate
Description

Average

Available for numeric fields, and averages all values in that field

Count

Counts each incidence of the selected field. For example, counting the version number would tell you the number of times each version number appeared.

Distinct Count

Counts each unique incidence of the selected field. For example, applying a distinct count to version number would tell you how many different versions you found.

Distinct Maximum

Returns the unique largest value for the selected field.

Min

Returns the smallest value for the selected field

Max

Returns the largest value for the selected field

Sum

Adds up the values in the selected field

To add an aggregate to a numeric field
•
Right-click the field and select the aggregate
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