8e6 Technologies Enterprise Reporter ER HL/SL Evaluation Manual page 4

C
ONTENTS
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
For pie and bar charts only ........................................................................................ 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
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Amount shown field ............................................................................................. 40
# Records field..................................................................................................... 40
Generate using field............................................................................................. 40
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