8e6 Technologies Enterprise Reporter ER HL-SL User Manual
Size:
1.3 Mb
Download

® Enterprise Reporter

EVALUATION

GUIDE

Models: ER HL/SL

Software Version: 5.0.00

Document Version: 01.07.09

ENTERPRISEREPORTEREVALUATIONGUIDE

© 2009 8e6 Technologies

All rights reserved. Printed in the United States of America

Local: 714.282.6111 • Domestic U.S.: 1.888.786.7999 • International: +1.714.282.6111

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine readable form without prior written consent from 8e6 Technologies.

Every effort has been made to ensure the accuracy of this document. However, 8e6 Technologies makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose. 8e6 Technologies shall not be liable for any error or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual or the examples herein. Due to future enhancements and modifications of this product, the information described in this documentation is subject to change without notice.

Trademarks

Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are the sole property of their respective manufacturers.

ii

8E6 TECHNOLOGIES, ENTERPRISEREPORTEREVALUATIONGUIDE

CONTENTS

 

8E6 ENTERPRISE REPORTER EVALUATION GUIDE ............................................

1

Overview. .........................................................................................................................

1

Note to Evaluators. .........................................................................................................

1

INSTALL THE ENTERPRISE REPORTER ..............................................................

2

CONFIGURE, TEST THE ENTERPRISE REPORTER ..............................................

3

Understand the most common and useful features. ...................................................

3

Use custom Category Groups to narrow your search.................................................

4

How to create custom Category Groups ..................................................................................

4

Group Information frame ...................................................................................................

4

How to add a Category Group .....................................................................................

4

Group Definitions frame .....................................................................................................

5

How to add Categories to a Category Group ...............................................................

5

Use custom User Groups to narrow your search. .......................................................

6

How to create User Groups ......................................................................................................

6

Group Information frame ...................................................................................................

6

Add a User Group ........................................................................................................

6

Group Definitions frame .....................................................................................................

7

Define a User Group ....................................................................................................

7

Rebuild Groups ..................................................................................................................

8

Use Enterprise Reporter to conduct an investigation.................................................

9

Use Enterprise Reporter Canned Reports..................................................................

10

How to generate a Canned Report ........................................................................................

11

How to export a Canned Report .............................................................................................

13

Use Enterprise Reporter Drill Down Reports. ............................................................

13

How to generate a Summary Drill Down Report ....................................................................

14

Summary Drill Down Report navigation .................................................................................

15

Report columns ...............................................................................................................

15

Filter columns and buttons .........................................................................................

15

Count columns ..........................................................................................................

16

Sort records by another column .................................................................................

17

Navigation tips .................................................................................................................

17

Back button ................................................................................................................

17

Record navigation field...............................................................................................

17

Detail Drill Down Report navigation .......................................................................................

18

Report type columns ........................................................................................................

18

Page links ........................................................................................................................

19

Evaluation steps .....................................................................................................................

20

Step 1: Select a specific user by Category ......................................................................

20

Step 2: Sort by “Filter Action” column ..............................................................................

20

Step 3: Full URL review ...................................................................................................

20

Step 4: Sort by “Content Type” ........................................................................................

21

Step 5: Sort by “Search String” ........................................................................................

21

8E6 TECHNOLOGIES, ENTERPRISEREPORTEREVALUATIONGUIDE

iii

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, ENTERPRISEREPORTEREVALUATIONGUIDE