Active Directory Reports Professional

How to use Report Wizard


Using AD Reports built-in Report Wizard you can modify any existing report, or modify and save it as a new custom report.
Right-click on any report from the report tree and select Customize.... For loaded reports you can select the same item from the grid pop-up menu or from the tool bar.
Select Customize...     Select Customize...

Select Customize...

The Report Wizard will be displayed: Report Wizard

The Report Wizard has 3 tabs: General Filter Settings, Grid Column Settings and Membership Settings.
Report Wizard
Please note, that Membership Settings tab will not be displayed for Printer reports.

1. General Filter Settings

In this tab you can select the search root, which is the container to begin the search from for the selected report. By default, the selected domain is the search root.
Select Search Root

Under the search root tree you can select one of the available search scopes: Subtree, Base or One Level. The default selection is Subtree.
Select Search Scope

Using LDAP filter builder you can create your own LDAP filter query and add it to your report.
Also you can save your LDAP query and load it later for other reports.
Since version 5.8.3.1 you have the ability to add your own custom LDAP filters in text format.
LDAP filter builder
To use built-in LDAP filter builder make sure that Use LDAP filter builder radio button is selected. Click on a little plus sign next to the condition group. The filter condition line will appear under it. This line consists of 3 parts: the attribute name, the condition and the value. By default the first attribute in the list of available attributes will be displayed. To change it click on the attribute name and select the desired attribute from the list. If you click on the condition you will see the list of available conditions for the selected attribute. Finally type the value in the value text box. Your filter will be automatically converted to the LDAP filter string. You can add as many condition lines as you want. If you want to add another condition group, click on the condition group name (And or Or) and select it from the list.
To use your own custom LDAP filter select Use Custom Filter and type or paste your own LDAP filter.
Using filter tool bar LDAP filter tool bar you can save / load / clear your LDAP filter.

Also, in this tab, you can restrict the maximum number of objects to load.
Maximum Number of objects to load

2. Grid Column Settings

Grid Column Settings

In this tab you can select what LDAP attributes to load for your reports.
On the left side there are two list boxes: AD Attributes and Predefined Attributes.
Active Directory attributes list and Predefined attributes list
Predefined Attributes list contains most used attributes. AD Attributes list contains the rest of the active directory LDAP attributes for the selected report category (user, group,...). When you select an attribute from the list, the information about this attribute will be reflected in the Selected Attribute panel.
Selected Attribute
Here you can change the caption of the selected attribute before adding it to the grid.
The grid will display currently selected attributes / columns.
Selected attributes grid
To add the selected attribute to the grid, click Add to Grid button or just double click this attribute in the list. The attribute will be removed from the list and added to the end of the grid. If you want to add the selected attribute to the specific position in the grid, just drag it from the list and drop it to the desired position in the grid. To remove the attribute / column from the grid just drag and drop it outside of the grid.
If you want to start over you can click Reset to Default button to reload the grid with preselected attributes. Also, you can remove all columns from the grid by clicking on the Remove All Columns button. If you click on a "down arrow" on that button you can select to delete predefined attributes only or ad attributes only.
Remove grid columns
On the right side of this screen there is a drop down list with attributes that currently not supported by the AD Reports tool
Not supported LDAP attributes

3. Membership Settings

AD Reports Membership Settings

In this tab you can include group members or user memberships to your report.
By default this option is disabled. To enable it select Load Group Members check box (or Load User Membership for User reports).
AD Reports Membership Settings
Here you can select if you want to load direct members only or direct with nested membership. For group members you can select to include nested group names, include primary group membership and translate foreign security principals to more readable NT Account name.
Also, you can specify if you want to load distinguished names only or selected member attributes. If you select Select Member Attributes to load the panel Select Group Members Attributes will be enabled and you can select columns / attributes you would like to load for your membership report.
Just keep in mind the more options you select the slower your report will be running since AD Reports needs to iterate through all members to collect all necessary information. The default membership settings are: Load direct members with distinguished names only.

4. Saving Report

There are several options to save your report.
Save AD Report

4.1. Applying settings to all reports

When you finished modifying your report you can apply all these new settings to the whole report category (user, group,...).
To do this click on Apply Settings to all reports... button.
In the pop-up window you can select what settings you want to apply to all reports.
Apply settings to all reports for all or selected domain
Also, if you want these settings to be available for all reports in all domains you can select Save selected settings for All domains and click Apply.

4.2. Updating existing report

To save your changes for the existing report just click Save & Exit button. If the check box Reload selected report after save & exit is checked, then your report will be reloaded with the new settings.

4.3. Saving Report as Custom

Another option is to save your report as Custom by clicking on Save as Custom... button. In the pop up window provide the new custom report name and click Save. Also, you can save this custom report for all domains by selecting Save this report for All domains. Your report will be reloaded and saved under the Custom reports tab.
We recommend using this custom report option since you can save many similar reports with different filters and different settings providing your own report names.

When you run your report, the current report settings will be displayed in the "Selected Report Settings" window.