8e6 Technologies ER HL/SL manual Use custom Category Groups to narrow your search

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CONFIGURE, TEST THE ENTERPRISE REPORTER USE CUSTOM CATEGORY GROUPS TO NARROW YOUR SEARCH

Use custom Category Groups to narrow your search

Prior to running any reports, there are a few recommended configuration steps that create a more customized experience for the evaluator. The first step is to create category groups, which are customized groupings from the 8e6 library of more than 99 filter categories. For example, most customers prefer to set up a category group for those categories that are not allowed under their organization’s Accept- able Use Policy. Creating such a category group reduces the time it takes to iden- tify violations of this policy.

How to create custom Category Groups

To create, edit, or delete a category group, click Category Groupings in the Settings menu to display the Category Groupings window in the right panel:

Category Groupings window

The Category Groupings window is comprised of two frames used for setting up and maintaining category groupings: Group Information, and Group Definitions.

Group Information frame

The Group Information frame displays to the left in the Category Groupings window. In this frame you can add, rename, or delete a category group.

Any category groups that were created display in alphanumerical order in the list box in this frame.

How to add a Category Group

1.In the field to the left of the Add button, type in the name for the category group. (For this evaluation, name the category group “Unacceptable Sites”.)

2.Click the Add button to add this entry to the list box above.

NOTE: The category group you added also displays in the Group Name pull-down menu in the Group Definitions frame to the right.

4	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 frameAdd a User Group How to create User GroupsUse custom User Groups to narrow your search 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 Filter columns and buttons Summary Drill Down Report navigationReport columns 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 StringGenerate a new Custom Report How to use the Custom Report WizardCreate a Custom Report for a specific user 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 ReportsSample Report 1 Top 20 Users by Category/User Examples of available Sample Custom ReportsReport format 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