4.2 Microsoft 365 Reports

Once Agent365 has scanned the data and associated permissions for Microsoft 365 file repositories, including OneDrive for Business, SharePoint Online document libraries, and Teams document libraries, you can use the pre-built custom queries and associated report layouts in https://filequerycookbook.com to generate reports.

4.2.1 Determining Prerequisites

  • Install and configure Agent365. See Agent365 in the File Reporter 4.1 Installation Guide.

  • Scan the tenant. See Tenants in the File Reporter 4.1 Administration Guide.

  • Install the Client Tools. See Installing the Client Tools in the File Reporter 4.1 Client Tools Guide.

4.2.2 Designing the Report

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

  1. Using File Query Cookbook located at https://filequerycookbook.com, locate and download one of the custom queries and associated reports for Microsoft 365.

    The file is saved as a zip archive.

  2. Unzip the downloaded file and open the .sql file in a text editor.

    You will eventually paste this custom query into the Query Editor.

  3. From the Start menu, launch the File Reporter 4.1 Report Designer.

  4. Enter the login credentials and click Login.

    All of your saved Custom Query reports are listed.

  5. Click New Custom Query, give it a name, then click Create.

    The Report Designer Query Editor is launched.

  6. From the text editor you used previously to unzip the downloaded file and open the .sql file in a text editor, copy the custom query 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 get 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 that you saved and unzipped previously and click Open.

    The layout template appears in the Report Designer.

  13. Click Download All Data.

  14. In the subsequent dialog box, click Yes.

    This runs the query in the database and loads data into the report template.

  15. Click Print Preview to review the report findings.

  16. Save the report by doing one of the following:

    • From the Export To drop-down menu, select the file type you want to save the report as.

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