8e6 Technologies ER HL/SL manual Methods for exporting a Drill Down Report, Email option

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

Methods for exporting a Drill Down Report

A drill down report view can be emailed or viewed in a specified output format via the Export Drill Down Report option.

Email option

The email option for exporting reports lets you electronically send the report in the specified file format to designated personnel.

NOTES: If you are using Lotus Notes as your primary e-mail client instead of Microsoft Outlook or Outlook Express, refer to Appendix B of the Enterprise Reporter Web Client User Guide for information on how to configure Lotus Notes to work with the ER Client.

For reports generated in the HTML format, the contents of the file will be embedded in the email message. For reports generated in any other format [MS-DOS Text, PDF, Rich Text Format, Comma-Delimited Text, Excel (English)], the file will be sent as an email attach- ment.

WARNING: If using a spam filter on your mail server, email messages or attachments sent by the Client might not be delivered if these messages contain keywords that are set up to be blocked. Consult with the administrator of the mail server for work around solutions between the spam filter and mail server.

1.In the Export Drill Down Report pop-up box, click the Email button to open the Email Report pop-up box:

Email Report pop-up box

2.In the To field, enter the email address of each intended report recipient, sepa- rating each address by a comma (,) and a space.

3.An entry in each of the following fields is optional:

•Subject - Type in a brief description about the report.

•Cc - Enter the email address of each intended recipient of a carbon copy of this message, separating each address by a comma (,) and a space.

•Bcc - Enter the email address of each intended recipient of a blind carbon copy of this message, separating each address by a comma (,) and a space.

•Body - Type in text pertaining to the report.

TIP: Click Cancel to close the Email Report pop-up box and to return to the report view.

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 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 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 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 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/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 field Display 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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