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To de-select all records, click the checkbox in the column header. Clicking the checkbox in the column header again reselects all records. Step 2: Use header buttons for report customization Clicking one of the buttons at the top of the summary report view opens a pop-up box that lets you customize the current report view. The following buttons are available: • New Report - this option lets you generate a drill down report view for a date range other than the current (default) date. • Modify Report - this option lets you modify the current report view by doing any of the following: specify the maximum number of records to be included other than the number entered in Default Options; perform a search for specified text, or sort the report in ascending or descending order by a specified column. • Export Report - this option lets you email, print, or view the current report view in the specified output format. • Save Report - this option lets you save the current report view so a report using these customizations can be run again later at a designated time. • Set Result Limit - this option lets you specify the maximum number of records to be included in the report view, instead of the default number (entered in Default Options). 8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS Step 3: Export a Summary Drill Down Report 1. Click the Export Report button to open the Export Drill Down Report pop-up box: Export Drill Down Report option (Summary report) NOTE: Information on using the fields in this pop-up box can be found in the ‘Report fields’ sub-section. 2. At the Data to export field, select the amount of data to be exported from the pull-down menu: “All the Rows on this Page”, or “Only the Selected Rows on this Page”. The second selection is available only if some of the records in the report view were de-selected. 3. After making selections and/or entries in all fields, click the Email or View button to close this pop-up box and to export the data in the specified file format. NOTE: Information on using the buttons this pop-up box can be found in the ‘Methods for exporting a Drill Down Report’ sub-section. 8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS How to save a Summary Drill Down Report 1. Click the Save Report button to open the Save Custom Report pop-up box: Save Custom Report option (Summary report) 2. In the Save Name field, enter a name for the report. This name will display in the Report Name pull-down menu in the Saved Custom Reports option accessible via the Custom Reports menu. TIP: The Copy (Ctrl+C) and Paste (Ctrl+V) functions can be used in the fields in the Save Custom Report pop-up box. 3. In the Description field, enter the report description. This description will display in the Report Description field in the Saved Custom Reports option accessible via the Custom Reports menu. 4. The date scope for the current report view displays in the From Date and To Date fields. If you wish to change the date scope, make a selection from the following choices in the Date Scope pull-down menu: “Today”, “Month to Date”, “Monthly", “Year to Date", “Daily", “Yesterday", “Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”. • The From Date and To Date fields become unavailable if one of the following selections is made: “Today”, “Month to Date”, “Year to Date", “Yesterday", “Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”. • If Monthly is selected, in the From Date and To Date fields, make a selection for the month (1-12), and year (1998-2009). • If Daily is selected, in the From Date and To Date fields, make a selection for the month (1-12), day (1-31), and year (1998-2009). 8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS 5. Choose the break type, output type and format: • Break type - available selections are based on the type of report generated. There are no break types available for specific user reports. • Output type - choose either “E-Mail As Attachment”, or “E-Mail As Link”. • Format - selections include: “MS-DOS Text”, “PDF”, “Rich Text Format”, “HTML”, “Comma-Delimited Text”, and “Excel (English)”. 6. The “Hide Un-Identified IPs” checkbox is de-selected by default if the checkbox by this same name was deselected in the Options window. NOTE: The Options window is accessible via Default Options in the Settings menu. See the Default Options sub-section in Chapter 2: Customizing the Client of the Enterprise Reporter Web Client User Guide for more information about the Hide Un-Identified IPs option. To change the selection in this field, click the “Hide Un-Identified IPs” checkbox to remove—or add—a check mark in the checkbox. By ent...

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