Microsoft 365 Reports

Once Agent365 scans the data and associated permissions for Microsoft 365 file repositories, you can use the pre-built custom queries and associated report layouts in https://filequerycookbook.com to generate reports.

Determining Prerequisites

  • Install and configure Agent365 — see Agent365 in the File Reporter 24.4 Installation Guide for details.

  • Scan the tenant — see Tenants in the File Reporter 24.4 Administration Guide for details.

  • Install the Client Tools — see Installing the Client Tools in the File Reporter 24.4 Client Tools Guide for details.

Designing the Report

The Client Tools include the Report Designer application used in these procedures.

  1. Locate and download one of the custom queries and associated reports for Microsoft 365 in the File Query Cookbook (https://filequerycookbook.com). The file is saved as a zip archive.

  2. the downloaded file and open the .sql file in a text editor. You will eventually paste this custom query into the Query Editor.

  3. Launch the File Reporter 24.4 Report Designer in the Start menu.

  4. Enter your login credentials and click Login to open a list of your saved Custom Query reports.

  5. Click New Custom Query, enter a descriptive name, then click Create to launch the Report Designer Query Editor.

  6. Copy the custom query you opened in the text editor (see the downloaded file and open the .sql file in a text editor. You will eventually paste this custom query into the Query Editor.) and paste it into the Query Editor.

  7. (Conditional) If there are target paths or other modifications that need to be made for your environment, follow the procedures for the recipe.

  8. Click Execute to open a preview of the report data in the bottom portion of the editor.

  9. Click Save.

  10. Click Design Layout.

  11. Click Open.

  12. Locate the .repx file you saved and unzipped in the downloaded file and open the .sql file in a text editor. You will eventually paste this custom query into the Query Editor. , and click Open. The layout template now appears in the Report Designer.

  13. Click Download All Data.

  14. Click Yes in the dialog box that opens to run the query in the database and load the data into the report template.

  15. Click Print Preview to review the report findings.

  16. Save the report by performing either of the following procedures:

    • Select the desired file type to save the report in the Export To drop-down menu.

    • Click Save Report to save the report as a .prnx file that you can open in the Report Viewer and export it to the desired file type.