8e6 Technologies ER HL/SL Appendix B Export and Save Summary Reports, Record exportation tip

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CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS

Appendix B: Export and Save Summary Reports

The Enterprise Reporter has a variety of different reporting options. In a fashion similar to the Specific User Report creation process described in the sample inves- tigation earlier in this guide, administrators can also create custom reports from a Summary Drill Down Report view. Summary Custom Reports can be set up to be automatically emailed to the administrator on a regular basis in a variety of formats (e.g. PDF, Excel, etc.). Follow the steps below on how to export and save these types of custom reports.

Record exportation tip

Step 1: Select records to be exported

In the report view, each record is preceded by a checkbox that is populated (selected) by default.

When exporting a report, only selected records are included. To de-select a record, click the checkbox to remove the check mark from the checkbox.

To de-select all records, click the checkbox in the column header. Clicking the checkbox in the column header again reselects all records.

Step 2: Use header buttons for report customization

Clicking one of the buttons at the top of the summary report view opens a pop-up box that lets you customize the current report view. The following buttons are avail- able:

•New Report - this option lets you generate a drill down report view for a date range other than the current (default) date.

•Modify Report - this option lets you modify the current report view by doing any of the following: specify the maximum number of records to be included other than the number entered in Default Options; perform a search for specified text, or sort the report in ascending or descending order by a specified column.

•Export Report - this option lets you email, print, or view the current report view in the specified output format.

•Save Report - this option lets you save the current report view so a report using these customizations can be run again later at a designated time.

•Set Result Limit - this option lets you specify the maximum number of records to be included in the report view, instead of the default number (entered in Default Options).

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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 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 GroupUse 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 Use Enterprise Reporter Drill Down Reports How to export a Canned ReportHow to generate a Summary Drill Down Report Report columns Summary Drill Down Report navigationFilter columns and buttons 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 TypeCreate 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 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 ReportReport format Examples of available Sample Custom ReportsSample 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/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
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