8e6 Technologies Enterprise Reporter ER HL/SL - Manual (Page 4)

C ONTENTS
iv 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER E VALUATION G UIDE
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