8e6 Technologies ER HL/SL manual Create a Custom Report for a specific user

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CONTENTS
Create a Custom Report for a specific user	22
How to use the Custom Report Wizard	22
Generate a new Custom Report	22
Next steps for documenting, monitoring specific user activity	24
Export a Custom Report	24
Save a Detail Custom Report	25
Schedule a report to run	27
Appendix A: Samples of Commonly Used Reports	29
How to generate a Sample Custom Report	29
Report format	30
Examples of available Sample Custom Reports	30
Sample Report 1: “Top 20 Users by Category/User”	30
Sample Report 2: “Top 20 Sites by User/Site”	31
Sample Report 3: “By Category/User/Site”	32
Appendix B: Export and Save Summary Reports	33
Record exportation tip	33
Step 1: Select records to be exported	33
Step 2: Use header buttons for report customization	33
Step 3: Export a Summary Drill Down Report	34
How to save a Summary Drill Down Report	35
Other Summary Report tools	37
Set Result Limit	37
Report fields	37
Type field	37
Date Scope and Date fields	37
Display and # Records fields	38
Search and Filter String fields	39
Sort by and Order fields	39
Break type field	39
Format field	39
For double-break reports only	40
Amount shown field	40
# Records field	40
For pie and bar charts only	40
Generate using field	40
Methods for exporting a Drill Down Report	41
Email option	41
View and print options	42
View and print tools	43
Sample report file formats	43
PDF	44

iv	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 reviewSort 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