Reports
From the EOM Console, you can access the Reports application where you can view and manage Barr EOM reports. Several sample reports are included in Barr EOM. These reports provide summary and details of activity by user, department, document, and destination. You can also create and modify reports as necessary.
In the Reports application, reports are organized in folders. These folders define the permissions that users and groups have over reports.
From the Reports tree, right-click a folder and select New Folder. A new folder titled UnNamed is added to the selected folder.
In the edit field, type the name of the new folder and press ENTER. The new folder automatically inherits the permissions of the parent folder.
From the Reports tree, select the folder you want to move.
Use drag and drop functionality to place the folder in the desired tree location. As you drag the item a yellow arrow will appear to the left of the tree to indicate where the folder will be placed.
From the Reports tree, right-click a folder select Rename.
In the edit field, type the new folder name and press ENTER. To cancel the rename, press ESC.
From the Reports tree, right-click the folder you want to delete.
Select Delete from the menu. Note, all of the objects must be removed before the folder can be deleted.
In the search box below the Reports tree, type the text you want to find and press ENTER or click the Search image. Barr EOM will start at the top of the tree and search for the text. Each time the text is found the selected item will be highlighted in the tree.
If more than one search result is found, click the next and previous arrow buttons that appear in the search panel.
Complete the following steps to create reports in the Reports application.
From the Reports tree, select the report folder where you want to add a report. Right-click and select New Report. The New Report dialog box displays.
In the list, select a report template. You can choose from summary and detailed reports.
Enter a name for the report.
If you chose to create a summary report you must select a detailed report to link to the summary. Select the detailed report in the drop-down list.
Click OK. The Report Designer is displayed.
Configure the report as necessary and save your changes.
Close the Report Designer.
Complete the following steps to modify reports in the Reports application.
From the Reports tree, right-click the report you want to modify and select Edit. The report will display in the Report Designer.
Configure the report as necessary and save your changes.
Close the Report Designer.
Complete the following steps to remove reports from the Reports application.
From the Reports tree, right-click the report you want to delete.
Select Delete from the menu.
Reports can be organized into report folders. Once folders are created, reports and folders can be easily moved in the tree as necessary. Complete the following steps to move a report in the Reports application.
From the Reports tree, select the report or report folder you want to move.
Use drag and drop functionality to place the item in the desired tree location. As you drag the item a yellow arrow will appear to the left of the tree to indicate where the item will be placed.
Complete the following steps to rename a report in the Reports application.
From the Reports tree, right-click a report and select Rename.
In the edit field, type the new report name and press ENTER. To cancel the rename, press ESC.
Complete the following steps to copy a report in the Reports application.
From the Reports tree, right-click a report and select Copy. This will create a copy of the selected report in the same report folder.
Rename the new report if necessary.
Complete the following steps from the search panel below the Reports tree.
In the search box, type the text you want to find and press ENTER or click the Search image. Barr EOM will start at the top of the tree and search for the text. Each time the text is found the selected item will be highlighted in the tree.
If more than one search result is found, click the next and previous arrow buttons that appear in the search panel.
EOM security for the Reports application begins at the root of the tree, the All Reports group. The Reports tree consists of folders which are used to organize reports. EOM security is provided by adding a Microsoft Windows user or user group to the folder and assigning permissions to that user or user group. These EOM permissions define the type of access users and user groups have to the reports within the folders. Once the EOM security (Microsoft Windows users, user groups, and document permissions) is set in a folder, the EOM security is inherited by all the objects in that folder. When a new report is added or a folder is created, its security is automatically the same as its parent folder’s security (that is, the new report inherits its security from its parent folder).
To begin configuring report security, start
by assigning the desired report permissions in the All Reports folder.
Complete the following steps to assign report permissions.
From the EOM Console, select the Reports application in the navigation pane.
In the tree, right-click
the folder you want to configure and select Security.
The Security Configuration
dialog box displays. To access this dialog box, you must be a member
of the local Administrators group. Users with these rights can add and
remove users or groups and modify the assigned permissions. 
Use the Inherit permissions from the parent option to determine if you want to inherit permissions from the parent folder or remove inheritance. By default, folders are configured to inherit permissions from the parent folder. Click the Browse button to configure inheritance.
It
is good practice to assign rights using inheritance, as it allows administrators
to easily assign and manage permissions. Blocking inheritance is useful
when reports need to be seen by just a few users. If you plan to block
inheritance, make sure the users that need access to the blocked report
folder are in the security settings for all of its parent groups, including
All Reports. If this is not done then those users will not be able to
see the folder. Also remember to remove the users and user groups that
should not have access to the folder.
From the Users and groups with permissions list box, select the appropriate user or group in the list. The Assigned permissions list box will display the assigned permissions for the selected user.
If you want to set permissions for a user or group that
does not appear in the list, click Add.
From the User and Group
Selection dialog box, select the users/groups you want to add and
click OK. If the user/group is
not listed, click More Users to
locate the user. From the list you can choose to add EOM
users, LDAP users, or Windows
users. You can also choose to import LDAP users. Once users are added,
they are placed in the EOM database, causing them to always be listed
in the future.
From the Assigned permissions box, select or clear the permissions for the selected user/group. Click Select All or Unselect All to easily assign or remove all permissions. The permissions assigned to a folder will be inherited for all of the objects contained in that folder, except for the ones that have inheritance blocked
If you notice permissions that are selected and disabled, then the user/group selected has inherited permissions. Inherited permissions cannot be removed. To remove inherited permissions, you must first turn off inheritance for the folder.
Once all of your permission changes are complete, click OK.