8e6 Technologies ER HL/SL manual 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide

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

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.

NOTE: The Options window is accessible via Default Options in the Settings menu. See the Default

Options sub-section in Chapter 2: Customizing the Client of the Enterprise Reporter Web Client User Guide for more information about the Hide Un-Identified IPs option.

To change the selection in this field, click the “Hide Un-Identified IPs” checkbox to remove—or add—a check mark in the checkbox. By entering a check mark in this checkbox, activity on machines not assigned to specific end users will not be included in report views. Changing this selection will not affect the setting previously saved in the Options window.

7.If pertinent, make a selection for additional reporting options:

•For double-break reports only - specify the top count option to be used.

•For pie and bar charts only - specify the count column sort option to be used.

NOTE: Information on using the fields not detailed in this pop-up box can be found in the ‘Report fields’ sub-section.

8.In the For E-Mail output only field, fill in the fields for emailing the report: “To”, “Cc”, “Bcc”, “Subject”, and “Body”.

9.Click Save Only to save your selections and entries for the custom report, and to close this pop-up box. Most of the captured information is available for modi- fication in the Saved Custom Reports option accessible via the Custom Reports menu.

NOTE: See ‘Schedule a report to run’ for information on how to schedule a report to run at a specified time.

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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
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