Box Disposition Eligibility Reports search for and provide a list of boxes that are eligible for a specific action on a specific date and satisfy the conditions described in Searching for Disposition Eligibility.
Precalculated Box Disposition Eligibility Reports provide the same functionality as Box Disposition Eligibility Reports but with faster report generation.
Precalculated Box Disposition Eligibility Detail Reports provide the same information as the Precalculated Box Disposition Eligibility Report, but also include details of the file plan contents in each box.
On the toolbar, select New Report. The New Report dialog opens.
From the Category list, select Boxes. A list of available report formats appears in the Formats list.
From the Formats list, select one of:
Precalculated Box Eligibility Report.
The grouping associated with this format is displayed below the Formats list.Precalculated Box Eligibility Detail 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 Search Retention Event Eligibility for Boxes dialog opens. It lets you to enter any specific information to limit the scope of the report.
In the Event type field, select or enter the type of event. Only boxes that are eligible for this type of event are returned in the report.
In the Event date field, specify the event eligibility date. Boxes that are eligible for the event as of the specified time frame are returned in the report.
As of Today: Eligible on any day until today.
Between: Eligible on any day within the specified date range.
Until: Eligible on any day until the specified date.
From: Eligible on any day from the specified date.
To specify additional criteria, complete any of the other fields in the Search Retention Event Eligibility for Boxes 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 one of the following options:
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 the Report View (unless Generate PDF, Generate CSV, or Generate XML was selected, in which case the file is created and saved directly).
To process events on boxes according to the information in the report, refer to Process Retention Events.