To generate reports for destroy tasks,

  1. Select Tasks > Upcoming. All upcoming tasks are displayed.

  2. Select Filters to open the Filters panel.

  3. In the Eligibility date section, select the eligibility date, such as, Next 30 days.

  4. In the Status section, select the status, such as, Pre-Approved. You can select multiple statuses.

  5. In the Items on hold section, select one of the provided options, such as example, Items on hold.

  6. In the Libraries section, select the library for which you want to generate reports— example, Records.

    idm_oct_01.png

  7. In the Clients section, select the client Ajuba-Law.

  8. In the Matters section, select the workspaces for which you want to generate the report—for example, Support, Sales. You can select more than one workspace at a given time.

  9. In the Event Types section, select the destroy events for which you want to generate the report, such as:

    • Permanently Destroy Undeclared Versions of a Declared Record

    • Permanently Destroy All Versions of a Declared Record

    • Destroy All
      You can select more than one event type at a given time.

      idm_oct_04.png

  10. In the Event name section, select the event name—example, 10 year destroy.

  11. In the Schedules section, select the schedule—example, 10 year destroyed.

  12. Select Create Report.

  13. In the Create Report dialog, enter,

    1. The title in the Title field—example, Destroy reports tasks.

    2. The description in the Description field—example, Event Type - Destroy All or Permanently Destroy All Versions of Declared Records or Permanently Destroy Undeclared Versions of a Declared Record

    3. Select Create.

  14. Select Reports in the left pane to view the Reports page. The generated report is now displayed on the Reports page.

    idm_oct_05.png

  15. Select the report name. The report downloads to your device in CSV format. Alternatively, select the kebab_menu.png icon next to the report, then select Download.