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Enterprise Reporter 3.5.1 - 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: PowerShell cmdlets

Custom Query Data Types

The Enterprise Reporter Report Library contains many reports generated by custom queries. This table outlines the data types used in the Report Library custom queries and the operators supported for each of them. The equals operator returns only data that exactly matches a provided value, so wildcard parameters are not supported for custom query reports in the Report Library. When creating your own custom query reports, the query you write defines whether or not parameters with wildcard characters will be handled.

Table 39. Custom Query Data Types
Data Type
Description
Supported Operators

int

Holds signed 32-bit (4-byte) integers that range in value from -2,147,483,648 through 2,147,483,647. Use int to select the top ‘n’ records to limit the results of a report.

Equals

datetime

Defines a date that is combined with a time of day with fractional seconds that is based on a 24-hour clock. Use datetime to select records modified between two dates.

Equals

nvarchar [(n | max)]

The NVARCHAR data type is variable-length Unicode string data. n defines the string length and can be a value from 1 through 4,000. max indicates that the maximum storage size is 2^31-1 bytes (2 GB). The storage size, in bytes, is two times the actual length of data entered + 2 bytes.

Equals

table

A special data type that can be used to store a list of nvarchars. Use table to supply multiple values (such as a list of computer names) for a single parameter.

Includes

varchar [(n | max)]

The VARCHAR data type is variable-length string data. n defines the string length and can be a value from 1 through 4,000. max indicates that the maximum storage size is 2^31-1 bytes (2 GB).

Equals

Working with Parameters

To create a parameter
1
Select the report, then click Edit report.
2
Click Parameters.
3
Click Add.
4
In the Usage section, choose the parameter type.
5
If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.
Make sure your prompt provides the report user with enough information to properly run the report.
6
In the Field section, select the field for the parameter.
You can choose from any field included in the reporter. You can create more than one parameter per field.
7
In the Parameter Properties section, choose an operator.
8
If desired, select Supply a default value, and enter the value.
This step is necessary if you created a Hidden parameter in step 4.
9
Click OK to close the Edit Report Parameter dialog box.
10
Click OK to close the Edit Report Definition dialog box.
To edit a parameter
1
Select the report, then click Edit report.
2
Click Parameters, and select the parameter.
3
Click Edit.
4
Make changes as needed, and click OK to close the Edit Report Parameter dialog box.
5
Click OK to close the Edit Report Definition dialog box.
To delete a parameter
1
Select the report, then click Edit report.
2
Click Parameters, and select the parameter.
3
Click Delete.
4
Click Yes to confirm the deletion.
5
Click OK to close the Edit Report Definition dialog box.
To group parameters
1
Select the report, then click Edit report.
2
Click Parameters.
3
Press CTRL and select the parameters to be grouped.
* 
NOTE: To include a parameter in an existing group, you must first ungroup the existing group, and then select all of the parameters to be included in the group.
4
Click the Group button.
5
Click OK to close the Edit Report Definition dialog box.
To ungroup parameters
1
Select the report, then click Edit report.
2
Click Parameters.
3
Press CTRL and select the parameters within a group that are to be ungrouped.
4
Click the Ungroup button.
5
Click OK to close the Edit Report Definition dialog box.
To change the operator between parameters
1
Select the report, then click Edit report.
2
Click Parameters.
3
Click a parameter outside of a group to change all of the operators outside of groups (including the operators between groups).
- OR -
Click a parameter within a group to change all of the operators for that group.
For more information, see Working with Report Parameters .
4
Click the AND/OR button to change the operator from AND to OR or vice versa.
5
Click OK to close the Edit Report Definition dialog box.
Creating or Editing an Expand Nested Groups Parameter

Some reports support adding a parameter that allows you to expand nested group members and specify how they are displayed in the report. Some reports already contain this parameter which can be edited.

To create an Expand Nested Groups parameter
1
Select the report, then click Edit report.
2
Click Fields.
3
In the Available Fields area, select the Expand Nested Groups field, and click Add.
4
Click Parameters.
5
Click Add.
6
In the Usage section, choose the parameter type.
7
If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.
Make sure your prompt provides the report user with enough information to properly run the report.
8
In the Field section, select the field Expand Nested Groups.
9
In the Parameter Properties section, select the Equals operator.
10
If more fields for the nested group members are desired, select Supply a default value.
11
Optionally, select a default value from the pull down menu.
12
Optionally, click Add Fields to add more fields for nested group members. For more information on adding fields, see To add more nested group member fields when running a report .
13
Click OK to close the Edit Report Parameter dialog box.
14
Click OK to close the Edit Report Definition dialog box.
To edit an Expand Nested Groups parameter
1
Select the report, then click Edit report.
2
Click the Parameters tab.
3
Select the Expand Nested Groups parameter.
4
Click Edit.
5
In the Usage section, choose the parameter type.
6
If your parameter is a Hidden parameter, skip this step. In the Field section, in the Prompt text box, type a prompt.
Make sure your prompt provides the report user with enough information to properly run the report.
7
In the Field section, select the field Expand Nested Groups. For more information on selecting available fields, see Modifying the Fields to be Included
8
In the Parameter Properties section, select the Equals operator.
9
If more fields for the nested group members are desired, select Supply a default value.
10
Optionally select a default value from the pull down menu.
11
Optionally click Add Fields to add more fields for nested group members. For more information on adding fields, see To add more nested group member fields when running a report .
12
Click OK to close the Edit Report Parameter dialog box.
13
Click OK to close the Edit Report Definition dialog box.

Changing the Layout

If you add or remove fields to or from your report and the report has a layout, you will need to verify that the layout is still appropriate. You may also want to modify the layout to suit your own preferences.

* 
TIP: You should always back up your report by making a copy before modifying the layout. You cannot undo changes to a layout once you have clicked OK in the Edit Report dialog box.

If you have date and time fields in the report, you might want to add your local time zone to the report layout. When date and time data is collected, it is stored in local time. When a report is run, the time is expressed in the time zone of the console running the report. For example, if a user in New York City logged on at 4:15 pm, but the report was run in Los Angeles, which is three hours behind, the report will show that user logging in at 1:15 pm.

The Layout is modified using the Report Designer from DevExpress. You may change the layout manually, import a layout from an existing report, or auto-generate a layout. For more information, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Quest Enterprise Reporter Report Manager.

To modify the layout of a report
1
Click My Reports.
- OR -
Expand My Reports and select the category containing the report.
If you are a reporting administrator, you can also edit reports in Published Reports; however, it is recommended that you copy the report to My Reports for editing.
2
In the treeview, select the report you want to edit.
3
From the menu options, under Manage Report, click Edit report.
4
Select the Layout tab.
5
Click Edit to open the Report Designer.
If you would rather start from a blank layout, and create a new layout, click Design New.
6
To add any parameter (such as the time zone) to your report, in the Report Designer, click Field List, expand the parameters container, and drag the parameter (for example, TimeZone) to the appropriate location on the report.
7
Make any additional changes to the layout.
For details on using the features of the Report Designer, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
8
Optionally, click Show preview to generate a sample of the report to review the edits.
9
Click OK to close the Report Definition dialog box.
To import the layout of an existing report
1
Click My Reports.
- OR -
Expand My Reports and select the category containing the report.
If you are a reporting administrator, you can also edit reports in Published Reports; however, it is recommended that you copy the report to My Reports for editing.
2
In the treeview, select the report you want to edit.
3
From the menu options, under Manage Report, click Edit report.
4
Select the Layout tab.
5
Click Import layout.
6
Select the report containing the layout to be imported and click OK.
7
Using the report editor, ensure that the fields imported in the layout match the data to be displayed in the report and make any additional changes to the layout and click OK.
For details on using the features of the Report Designer, see Report Designer Tips and Tricks or the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
8
Optionally, click Show preview to generate a sample of the report to review the edits.
9
Click OK to close the Report Definition dialog box.
To use the Report Wizard to generate a new layout for the report
1
Click My Reports.
- OR -
Expand My Reports and select the category containing the report. In the treeview, select the report you want to edit.
If you are a reporting administrator, you can also edit reports in Published Reports; however, it is recommended that you copy the report to My Reports for editing.
2
From the menu options, under Manage Report, click Edit report.
3
Select the Layout.
4
Click Auto-generate to start the layout wizard.
5
Step through the wizard.
For more information, refer to the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
6
Once you have completed the wizard, click OK to close the Report Definition dialog box.
7
Optionally, click Show preview to generate a sample of the report to review the edits.

Report Modification Example

The following example walks you through all of the steps necessary to modify a report.

Example: You want to modify the SQL Database report to only display databases from SQL Servers® running SQL Server® 2008. The report in the library does not include the version in it, so you will need to add that field to the report. You are going to change the title to reflect this, so you do not need to include the version for each database. This means you will use a hidden parameter for the version, and filter the data to show only the version you choose.

To modify your SQL Database report
1
Copy the SQL Databases report from the Report Library to My Reports.
2
In the My Reports treeview, select the report.
3
Click Edit Report.
4
Change the title of the report to SQL Server 2008 Databases.
5
Click the Fields tab, and add the Version field to the report.
Click OK in the warning dialog box. Because we do not want this field to show on the report, no layout modification is necessary. If you want to display the new field, you must add the field to the layout. For more information, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
6
Click the Parameters tab and click Add.
7
Set the Usage to Hidden.
8
In the Select the field to associated with this parameter list, click Version.
9
In the Parameter Properties area, set the condition operator to Contains.
10
Select the SQL Server version you want (for example, SQL Server 2008 is version 10.0).
11
Click OK.
12
Optionally, click the Layout tab and click Show preview to generate a sample of the report to review the edits.
13
Click OK in the Edit Report Definition dialog box.
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