8e6 Technologies ER HL/SL manual How to save a Summary Drill Down Report

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

How to save a Summary Drill Down Report

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

Save Custom Report option (Summary 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.

TIP: The Copy (Ctrl+C) and Paste (Ctrl+V) functions can be used in the fields in the Save Custom Report pop-up box.

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”.

•The From Date and To Date fields become unavailable if one of the following selections is made: “Today”, “Month to Date”, “Year to Date", “Yesterday", “Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”.

•If Monthly is selected, in the From Date and To Date fields, make a selection for the month (1-12), and year (1998-2009).

•If Daily is selected, in the From Date and To Date fields, make a selection for the month (1-12), day (1-31), and year (1998-2009).

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 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