8e6 Technologies ER HL/SL manual Export a Custom Report

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CONFIGURE, TEST THE ENTERPRISE REPORTER CREATE A CUSTOM REPORT FOR A SPECIFIC USER

NOTE: As the report is generating, a window displays on the screen providing status on which stage of the report process is underway.

When completely generated, the specific user report displays in the view pane. This report has the same format as the detail drill down report discussed earlier.

The custom report view can be exported, saved, and/or scheduled to run at a specified time.

NOTE: See ‘Export a Custom Report’ for information on exporting a report view. See ‘’Schedule a report to run’ for information on how to schedule a report to run at a specified time.

Next steps for documenting, monitoring specific user activity

Once the specific user report has been generated, the administrator can choose to export and save the report for documenting a case against the policy violator and can also schedule the report to run in the future to monitor this individual on an ongoing basis.

Export a Custom Report

1. Click the Export Report button to open the Export Custom Report pop-up box:

Export Custom Report option (Detail report)

NOTE: Information on using the fields in this pop-up box can be found in the ‘Report fields’ sub-section.

2.Modify the Break type and Format, and specify the number of records to be included in the report view.

3.After making selections and/or entries in all fields, click the Email or View button to close this pop-up box and to export the data in the specified file format.

NOTE: Information on using the buttons this pop-up box can be found in the ‘Other Summary Report Tools’ sub-section.

24	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 How to create custom Category Groups How to add a Category GroupUse custom Category Groups to narrow your search 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 Navigation tips Sort records by another columnBack button Record navigation fieldDetail Drill Down Report navigation Report type columnsLinks Evaluation steps Select a specific user by CategorySort by Filter Action column Full URL review Sort 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 reportAppendix B Export and Save Summary Reports Record exportation tipSelect records to be exported 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 Other Summary Report tools Set Result LimitReport fields Type fieldDisplay and # Records fields Search and Filter String fields Sort by and Order fieldsBreak type field 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