Disposal reports
  • 22 Sep 2022
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Disposal reports

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Article summary

1. Disposal reports

Several types of reports related to disposal can be generated automatically. To access these reports, the "Reports" plugin must be installed in the environment. You can then select the report to generate from the Disposal -> Reports page

1.1 Types of reports

File plan
Report TypePDF
Parameters
  • Show disabled items
DescriptionIntroduces the topic tree of the classification plan. 


Detailed file plan
Report TypePDF
Parameters
  • Show disabled items.
  • The entire classification plan.
  • Only these topics in the plan.
DescriptionPresents a detailed version of the classification plan topic tree.


File plan by department
Report TypePDF
Parameters
  • Show disabled items
  • Administrative Unit
DescriptionPresents of the tree of the headings of the classification plan sorted by the holding unit


Conservation rules list
Report TypePDF
Parameters
  • The entire retention schedule
  • Only these retention rules
DescriptionLists retention rules


Conservation ryles list by department
Report TypePDF
Parameters
  • Show disabled items
  • Administrative Unit
DescriptionLists the retention rules for a given administrative unit


Deparments
Report TypePDF
ParametersN/A
DescriptionDisplays the hierarchy of administrative units


Departments and users
Report TypePDF
ParametersN/A
DescriptionDisplays the hierarchy of administrative units and the users who are part of them.


Administrative unit excel report
Report TypeExcel
Parameters
  • All administrative units
  • Only these administrative units
Description
Displays a list of administrative units, its users, and groups that have permission on the record.


Users
Report TypeExcel
ParametersN/A
DescriptionDisplays the list of users and their information


Only available storage space report
Report TypePDF
ParametersN/A
DescriptionDisplays a list of locations that are not filled to capacity.
The Available Spaces report lists the locations that are not full and their capacity as a tree. To appear in this report, a location must have a value strictly greater than 0 of defined in the "capacity" metadata.


All storage space report
Report TypePDF
ParametersN/A
DescriptionDisplays a list of locations and containers and their statuses.
Report of the most active users
Report TypeExcel
ParametersN/A
DescriptionDisplay the information about the most active users.

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