Several types of reports are available from the Disposal tab and can be generated automatically. To have access to these reports, the “Reports” plugin must be installed in the environment. These reports provide an overview of document management tools, physical filing spaces and users. The reports produced are as follows:
Classification plan
Detailed classification plan
Classification plan by holder
List of retention rules
List of retention rules by administrative unit
Administrative units
Administrative units and users
Excel report of administrative units
Excel report of administrative units
Users
Available space report
Report of all spaces
Top Users Report
1. Generate a report
To generate the desired report:
Go to the Disposal tab
Click on Reports
Select the desired report
A PDF or Excel document will be downloaded in “.pdf” or “.xlsx” format.
2. Types of reports
File plan
Report Type
PDF
Parameters
Show disabled items
Description
Introduces the topic tree of the classification plan.
Detailed file plan
Report Type
PDF
Parameters
Show disabled items.
The entire classification plan.
Only these topics in the plan.
Description
Presents a detailed version of the classification plan topic tree.
File plan by department
Report Type
PDF
Parameters
Show disabled items
Administrative Unit
Description
Presents of the tree of the headings of the classification plan sorted by the holding unit
Conservation rules list
Report Type
PDF
Parameters
The entire retention schedule
Only these retention rules
Description
Lists retention rules
Conservation rules list by department
Report Type
PDF
Parameters
Show disabled items
Administrative Unit
Description
Lists the retention rules for a given administrative unit
Departments
Report Type
PDF
Parameters
N/A
Description
Displays the hierarchy of administrative units
Departments and users
Report Type
PDF
Parameters
N/A
Description
Displays the hierarchy of administrative units and the users who are part of them.
Administrative unit excel report
Report Type
Excel
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 Type
Excel
Parameters
N/A
Description
Displays the list of users and their information
Only available storage space report
Report Type
PDF
Parameters
N/A
Description
Displays 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 Type
PDF
Parameters
N/A
Description
Displays a list of locations and containers and their statuses.
Report of the most active users
Report Type
Excel
Parameters
N/A
Description
Display the information about the most active users.
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