Cutoff Eligibility reports search for and provide a list of file parts that are eligible for cutoff on a given date for a given period and satisfy the conditions described in Searching for Cutoff Eligibility.
On the toolbar, select New Report. The New Report dialog opens.
From the Category list, select Files. A list of available report formats opens in the Formats list.
From the Formats list, select Cutoff Eligibility Report. The grouping associated with this format is displayed below the Formats list.
From the Sort by list, select a sort order for the report.
Select Set Report Criteria. The Cutoff Eligibility Search dialog opens. It enables you to enter any specific information to limit the scope of the report.
In the Cutoff period field, select or enter the cutoff cycle configured on the retention schedule of the file part.
In the Cutoff date field, specify a date. Only file parts that are eligible for cut-off as of this date are listed in the report.
To specify additional criteria, complete any of the other fields in the Cutoff Eligibility Search dialog.
Select OK to return to the New Report dialog.
To print a representation of the report criteria in the report header, select the Print criteria check box.
To change output options, select the Output drop-down list and select:
Generate Preview
Generate Preview and Open Print Dialog
Generate Preview and Print
Generate PDF
Generate XML
Generate CSV
To save this report in the Saved Reports node:
Select the Save this report as check box.
In the Name field, enter a name for this saved report.
Select OK. The report is generated and appears in Report View (unless Generate PDF, Generate CSV, or Generate XML was selected, in which case the file is created and saved directly).