8e6 Technologies ER HL/SL manual

® Enterprise Reporter

EVALUATION

GUIDE

Models: ER HL/SL

Software Version: 5.0.00

Document Version: 01.07.09

Contents

Main ENTERPRISE REPORTER EVALUATION GUIDE C Appendix A: Samples of Commonly Used Reports................................................... 29 Appendix B: Export and Save Summary Reports...................................................... 33 8E6 ENTERPRISE REPORTER EVALUATION GUIDE Overview Note to Evaluators INSTALL THE ENTERPRISE REPORTER CONFIGURE, TEST THE ENTERPRISE REPORTER Understand the most common and useful features Use custom Category Groups to narrow your search How to create custom Category Groups Group Information frame How to add a Category Group Group Definitions frame How to add Categories to a Category Group Use custom User Groups to narrow your search How to create User Groups Group Information frame Add a User Group Group Definitions frame Define a User Group Rebuild Groups Use Enterprise Reporter to conduct an investigation Use Enterprise Reporter Canned Reports How to generate a Canned Report Page How to export a Canned Report Use Enterprise Reporter Drill Down Reports How to generate a Summary Drill Down Report Summary Drill Down Report navigation Report columns Filter columns and buttons Count columns Sort records by another column Navigation tips Back button Record navigation field Detail Drill Down Report navigation Report type columns Page links Evaluation steps Step 1: Select a specific user by Category Step 2: Sort by Filter Action column Step 3: Full URL review Step 4: Sort by Content Type Step 5: Sort by Search String Create a Custom Report for a specific user How to use the Custom Report Wizard Generate a new Custom Report Page Next steps for documenting, monitoring specific user activity Export a Custom Report Save a Detail Custom Report Page Schedule a report to run Page Appendix A: Samples of Commonly Used Reports How to generate a Sample Custom Report Report format Examples of available Sample Custom Reports Sample Report 1: Top 20 Users by Category/User CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX A: SAMPLES OF COMMONLY USED REPORTS 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER E VALUATION G Sample Report 2: Top 20 Sites by User/Site Sample User/Sites report Sample Report 3: By Category/User/Site Appendix B: Export and Save Summary Reports Record exportation tip Step 1: Select records to be exported Step 2: Use header buttons for report customization Step 3: Export a Summary Drill Down Report How to save a Summary Drill Down Report Page Other Summary Report tools Set Result Limit Report fields Type fiel d Date Scope and Date fields Display and # Records fields Search and Filter String fields Sort by and Order fields Break type field Format field For double-break reports only Amount shown field # Records field For pie and bar charts only Generate using field Methods for exporting a Drill Down Report Email option View and print options View and print tools File: Edit: Sample report file formats CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS 44 PDF This is a sample of the Categories report in the PDF format, saved with a .pdf file extension: Categories report, PDF format Examples of other report formats are provided in the Enterprise Reporter Web Client User Guide.