8e6 Technologies ER HL/SL Use custom User Groups to narrow your search, How to create User Groups

Page 10

CONFIGURE, TEST THE ENTERPRISE REPORTER USE CUSTOM USER GROUPS TO NARROW YOUR SEARCH

Use custom User Groups to narrow your search

The next step is to create user groups, which are customized groupings of users that reside on the organization’s network. For example, most enterprise customers prefer to set up user groups for each department within the company, and educa- tion customers prefer to setup separate user groups for each classroom or grade level. Creating these user groups reduces the time it takes to identify the source of violations of your organization’s Acceptable Use Policy.

How to create User Groups

To create, edit, or delete a user group, click User Groupings in the Settings menu to display the User Groupings window in the right panel:

User Groupings window

The User Groupings window is comprised of two frames used for setting up and maintaining user groupings: Group Information, and Group Definitions.

Group Information frame

The Group Information frame displays to the left in the User Groupings window. In this frame you can add, rename, or delete a user group.

Any user groups that were created display in the list box in this frame.

Add a User Group

1.In the field to the left of the Add button, type in the name for the user group. (Use “Sales” for this evaluation.)

2.Click the Add button to add this entry to the list box above.

NOTE: The user group you added also displays in the Group Name pull-down menu in the Group Definitions frame to the right.

6	8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

Image 10

Contents Guide Enterprise Reporter Evaluation Guide Contents Create a Custom Report for a specific user Overview Install the Enterprise Reporter Understand the most common and useful features Use custom Category Groups to narrow your search How to create custom Category GroupsHow to add a Category Group Group Information frameHow to add Categories to a Category Group Group Definitions frameUse custom User Groups to narrow your search How to create User GroupsAdd a User Group Define a User Group Rebuild Groups Use Enterprise Reporter to conduct an investigation Use Enterprise Reporter Canned Reports How to generate a Canned Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide How to export a Canned Report Use Enterprise Reporter Drill Down ReportsHow to generate a Summary Drill Down Report Report columns Summary Drill Down Report navigationFilter columns and buttons Count columns Back button Navigation tipsSort records by another column Record navigation fieldDetail Drill Down Report navigation Report type columnsLinks Sort by Filter Action column Evaluation stepsSelect a specific user by Category Full URL reviewSort by Content Type Sort by Search StringCreate a Custom Report for a specific user How to use the Custom Report WizardGenerate a new Custom Report Custom Report Wizard Specific User Detail by Page report Export a Custom Report Save a Detail Custom Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Schedule a report to run Enter a Name for the event8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide How to generate a Sample Custom Report Appendix a Samples of Commonly Used ReportsReport format Examples of available Sample Custom ReportsSample Report 1 Top 20 Users by Category/User Sample Report 2 Top 20 Sites by User/Site Sample User/Sites reportSample Report 3 By Category/User/Site Sample Category/User/Sites reportSelect records to be exported Appendix B Export and Save Summary ReportsRecord exportation tip Use header buttons for report customizationExport a Summary Drill Down Report How to save a Summary Drill Down Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Report fields Other Summary Report toolsSet Result Limit Type fieldDisplay and # Records fields Break type field Search and Filter String fieldsSort by and Order fields Format fieldFor pie and bar charts only For double-break reports onlyMethods for exporting a Drill Down Report Email optionView and print options Sample report file formats View and print tools8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide