8e6 Technologies ER HL/SL manual Create a Custom Report for a specific user

CONTENTS
Create a Custom Report for a specific user	22
How to use the Custom Report Wizard	22
Generate a new Custom Report	22
Next steps for documenting, monitoring specific user activity	24
Export a Custom Report	24
Save a Detail Custom Report	25
Schedule a report to run	27
Appendix A: Samples of Commonly Used Reports	29
How to generate a Sample Custom Report	29
Report format	30
Examples of available Sample Custom Reports	30
Sample Report 1: “Top 20 Users by Category/User”	30
Sample Report 2: “Top 20 Sites by User/Site”	31
Sample Report 3: “By Category/User/Site”	32
Appendix B: Export and Save Summary Reports	33
Record exportation tip	33
Step 1: Select records to be exported	33
Step 2: Use header buttons for report customization	33
Step 3: Export a Summary Drill Down Report	34
How to save a Summary Drill Down Report	35
Other Summary Report tools	37
Set Result Limit	37
Report fields	37
Type field	37
Date Scope and Date fields	37
Display and # Records fields	38
Search and Filter String fields	39
Sort by and Order fields	39
Break type field	39
Format field	39
For double-break reports only	40
Amount shown field	40
# Records field	40
For pie and bar charts only	40
Generate using field	40
Methods for exporting a Drill Down Report	41
Email option	41
View and print options	42
View and print tools	43
Sample report file formats	43
PDF	44

iv 8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE