8e6 Technologies ER HL/SL manual Save a Detail Custom Report

Page 29

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

Save a Detail Custom Report

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

Save Custom Report option (Detail report)

2.In the Save Name field, enter a name for the report. This name will display in the Report Name pull-down menu in the Saved Custom Reports option acces- sible via the Custom Reports menu.

3.In the Description field, enter the report description. This description will display in the Report Description field in the Saved Custom Reports option accessible via the Custom Reports menu.

4.The date scope for the current report view displays in the From Date and To Date fields. If you wish to change the date scope, make a selection from the following choices in the Date Scope pull-down menu: “Today”, “Month to Date”, “Monthly", “Year to Date", “Daily", “Yesterday", “Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”. (For evaluation purposes select “Last Week”.)

5.Choose the break type, output type and format:

•Break type - available selections are based on the type of report generated. There are no break types available for specific user reports.

•Output type - choose either “E-Mail As Attachment”, or “E-Mail As Link”.

•Format - selections include: “MS-DOS Text”, “PDF”, “Rich Text Format”, “HTML”, “Comma-Delimited Text”, and “Excel (English)”.

6.The “Hide Un-Identified IPs” checkbox is de-selected by default if the checkbox by this same name was deselected in the Options window. To change the selec- tion in this field, click the “Hide Un-Identified IPs” checkbox to remove—or

8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

25

Image 29

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 add a Category Group How to create custom Category GroupsUse custom Category Groups to narrow your search Group Information frameGroup 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 Sort records by another column Navigation tipsBack button Record navigation fieldReport type columns Detail Drill Down Report navigationLinks Select a specific user by Category Evaluation stepsSort by Filter Action column Full URL reviewSort 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/SiteRecord exportation tip Appendix B Export and Save Summary ReportsSelect 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 Set Result Limit Other Summary Report toolsReport fields Type fieldDisplay and # Records fields Sort by and Order fields Search and Filter String fieldsBreak type field Format 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