Records Managers can generate reports directly from the Upcoming Tasks page. The generated reports can be downloaded and managed through the existing Reports page, making it easier to review and share upcoming retention, destruction, and review activity. Records Managers can provide a custom title and description when creating a report, helping to distinguish reports created for different review activities or audiences.
Reports automatically respect the filters applied on the Upcoming Tasks page at the time of creation, ensuring that the exported results reflect the task subset being reviewed. Filter criteria are also included in the report details by default, providing additional context about the contents of the generated report.
To generate reports for upcoming tasks, do the following:
Select Tasks > Upcoming. All upcoming tasks are displayed.
(Optional) Select multiple event types within the filters to generate eligibility reports covering multiple event types.
(Optional) Refine upcoming task reports by selecting which columns can be included in the exported reports. This helps you to create reports that are focused and tailored to different audiences.
Select Create Report.
Figure: Select Create Report
In the Create Report dialog that displays, enter the title (mandatory) and description (optional) and then select Create. The report is generated and saved on the Reports page.
Figure: Create report
Select Reports in the left navigation pane to open the Reports page to view the creation date and time for these reports.
Select the report name to download the same. Alternatively, select the
icon next to the report you want to download and then select Download. The report is downloaded to your device in CSV format.