The application provides a set of reports and report formats to collect information from the Records Manager system. For a complete listing and descriptions of the default reports provided, refer to Records Manager Reports.
NOTE: Eligibility searches use Precalculated Eligibility data. The crawl frequency is configurable in Library Manager. During a crawl, eligible items may temporarily not get displayed in results, as the data is still being rebuilt. To avoid this, schedule eligibility crawl to run outside business hours.
This section includes the following topics:
- Generate Quick Reports
- Generate Search Result Reports
- Generate Reports
- Generate File Plan Summary Reports
- Generate Document Index Reports
- Generate Box Detail Reports
- Generate Request Reports (Pick List)
- Generate Precalculated File Part Eligibility Report
- Generate File Part Eligibility Reports
- Generate File Part Statistics Reports
- Generate Precalculated Box Eligibility Reports
- Generate Box Eligibility Reports
- Generate Vital Record Review Reports
- Generate Cutoff Eligibility Reports
- Change Report Sort Order
- Save Reports
- Search for Retention Events
- Search for Retention Schedules
- Print Reports
- Export Reports
- Mail Reports
- Set Report Hot Links
- Managing Labels
NOTE: For most types of reports, the REST server is used when generating PDF, XML, or CSV files. This requires valid and trusted server certificates, including identity provider (for example ADFS) certificates, when SAML authentication is in place. For more information about certificates, refer to the Edit Additional Cluster Settings section in iManage Records Manager Administration Guide.