8e6 Technologies ER HL/SL manual Define a User Group

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

Group Definitions frame

The Group Definitions frame displays to the right in the User Groupings window. In this frame you can view members of a user group, and can define a user group by specifying which users will belong to that group.

Define a User Group

When defining a user group, you can add and/or exclude users to/from that group. Modifications to a user group can be made at any time, as necessary.

1.Select a user group from the Group Name pull-down menu. Any users previ- ously entered display in the list box in this frame. (Select “Sales” for this evalu- ation.)

2.Click the Add To Group button to open the pop-up box where you define users to be added/excluded to/from the group:

Add Users to group

TIPS: To view a list of all users, go to the Individual Adds/Removes frame and click the Show All button to display the list of users in the list box. To clear your entries in this pop- up box without accepting them, do not click any of the buttons in the frames described below. Instead, click the Close button in the pop-up box, and return to step 1.

3.Make entries in one of the three frames:

•Username Pattern - This frame is used for including users from a specific group (such as “sales”) on the network. In the Pattern field, enter the appro- priate characters and wild card “%” to add specified users to the group. For example, type in sales% to add anyone to the group who has a “sales” desig- nation on your network. Click the Add Pattern button to add the pattern.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

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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 Group Information frame How to create custom Category GroupsHow to add a Category Group Use custom Category Groups to narrow your searchGroup Definitions frame How to add Categories to a Category GroupAdd a User Group How to create User GroupsUse custom User Groups to narrow your search 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 Use Enterprise Reporter Drill Down Reports How to export a Canned ReportHow to generate a Summary Drill Down Report Filter columns and buttons Summary Drill Down Report navigationReport columns Count columns Record navigation field Navigation tipsSort records by another column Back buttonReport type columns Detail Drill Down Report navigationLinks Full URL review Evaluation stepsSelect a specific user by Category Sort by Filter Action columnSort by Search String Sort by Content TypeGenerate a new Custom Report How to use the Custom Report WizardCreate a Custom Report for a specific user Custom Report Wizard Specific User Detail by Page report Export a Custom Report Save a Detail Custom Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Enter a Name for the event Schedule a report to run8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Appendix a Samples of Commonly Used Reports How to generate a Sample Custom ReportSample Report 1 Top 20 Users by Category/User Examples of available Sample Custom ReportsReport format Sample User/Sites report Sample Report 2 Top 20 Sites by User/SiteSample Category/User/Sites report Sample Report 3 By Category/User/SiteUse header buttons for report customization Appendix B Export and Save Summary ReportsRecord exportation tip Select records to be exportedExport a Summary Drill Down Report How to save a Summary Drill Down Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Type field Other Summary Report toolsSet Result Limit Report fieldsDisplay and # Records fields Format field Search and Filter String fieldsSort by and Order fields Break type fieldFor double-break reports only For pie and bar charts onlyEmail option Methods for exporting a Drill Down ReportView and print options View and print tools Sample report file formats8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide