How to use the Custom Report Wizard | 8e6 Technologies ER HL/SL

CONFIGURE, TEST THE ENTERPRISE REPORTER CREATE A CUSTOM REPORT FOR A SPECIFIC USER

Create a Custom Report for a specific user

After reviewing the detail drill down report, if the administrator is confident that an individual has violated the Internet Acceptable Use Policy (AUP), the most common step to take next is to run a custom report for this specific individual that covers a greater time period period. While there are several ways to accomplish this in the Enterprise Reporter, this guide will focus on the most commonly used method—the Custom Report Wizard.

How to use the Custom Report Wizard

The Custom Report Wizard option provides an intuitive setup process for gener- ating custom reports for one time use, or for recurrence at scheduled time periods. The “Custom Report Wizard” option is available from the “Custom Reports” menu, accessed from the navigation panel:

Custom Report Wizard window

Generate a new Custom Report

To generate a specific user custom report:

1.Select radio button next to “Specific User Detail by Page” and click the “Next” button.

2.Specify the date and time range for the query:

•At the From Date field, specify the start of the date range by making a selec- tion from any of the pull-down menus for month (1-12), day (1-31), or year (1998-2009). (For evaluation purposes, select the date the Enterprise Reporter was installed to gather the most information available.)

•At the To Date field, specify the end of the date range by making a selection from any of the pull-down menus for month (1-12), day (1-31), or year (1998- 2009).

22	8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

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8e6 Technologies ER HL/SL manual Create a Custom Report for a specific user, How to use the Custom Report Wizard

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 Use custom Category Groups to narrow your search How to create custom Category GroupsHow to add a Category Group Group Information frame How to add Categories to a Category Group Group Definitions frame Add 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 Reports How to generate a Summary Drill Down Report Filter columns and buttons Summary Drill Down Report navigationReport columns Count columns Back button Navigation tipsSort records by another column Record navigation field Detail Drill Down Report navigation Report type columns Links Sort by Filter Action column Evaluation stepsSelect a specific user by Category Full URL review Sort by Content Type Sort by Search String Generate 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 event 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide How to generate a Sample Custom Report Appendix a Samples of Commonly Used Reports Sample 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 report Sample Report 3 By Category/User/Site Sample Category/User/Sites report Select records to be exported Appendix B Export and Save Summary ReportsRecord exportation tip Use header buttons for report customization Export a Summary Drill Down Report How to save a Summary Drill Down Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Report fields Other Summary Report toolsSet Result Limit Type field Display and # Records fields Break type field Search and Filter String fieldsSort by and Order fields Format field For pie and bar charts only For double-break reports only Methods for exporting a Drill Down Report Email option View and print options Sample report file formats View and print tools 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide