8e6 Technologies ER HL/SL manual Contents

Page 3

CONTENTS
8E6 ENTERPRISE REPORTER EVALUATION GUIDE	1
Overview	1
Note to Evaluators	1
INSTALL THE ENTERPRISE REPORTER	2
CONFIGURE, TEST THE ENTERPRISE REPORTER	3
Understand the most common and useful features	3
Use custom Category Groups to narrow your search	4
How to create custom Category Groups	4
Group Information frame	4
How to add a Category Group	4
Group Definitions frame	5
How to add Categories to a Category Group	5
Use custom User Groups to narrow your search	6
How to create User Groups	6
Group Information frame	6
Add a User Group	6
Group Definitions frame	7
Define a User Group	7
Rebuild Groups	8
Use Enterprise Reporter to conduct an investigation	9
Use Enterprise Reporter Canned Reports	10
How to generate a Canned Report	11
How to export a Canned Report	13
Use Enterprise Reporter Drill Down Reports	13
How to generate a Summary Drill Down Report	14
Summary Drill Down Report navigation	15
Report columns	15
Filter columns and buttons	15
Count columns	16
Sort records by another column	17
Navigation tips	17
Back button	17
Record navigation field	17
Detail Drill Down Report navigation	18
Report type columns	18
Page links	19
Evaluation steps	20
Step 1: Select a specific user by Category	20
Step 2: Sort by “Filter Action” column	20
Step 3: Full URL review	20
Step 4: Sort by “Content Type”	21
Step 5: Sort by “Search String”	21

8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

iii

Image 3

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 GroupHow to create User Groups Use custom User Groups to narrow your searchAdd 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 Use Enterprise Reporter Drill Down Reports How to export a Canned ReportHow to generate a Summary Drill Down Report Summary Drill Down Report navigation Report columnsFilter columns and buttons 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 TypeHow to use the Custom Report Wizard Create a Custom Report for a specific userGenerate 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 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 ReportExamples of available Sample Custom Reports Report formatSample Report 1 Top 20 Users by Category/User 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