The application provides a set of reports and report formats to collect information from the Records Manager system. The table below lists the available report formats.
Table: Report formats
Report category | Report name | Description |
Files | File Plan Summary Report | Lists matching file parts, grouped according to their file part containment within the file plan. |
Document Index Report | Lists the contents of a document binder, such as a Closing Bible or Pleadings Index. The binder must exist at level 1, and the documents at level 2, below the matter (customizable within the report). | |
File Part Statistics | Lists counts of activities on file parts by user, for a given date range. | |
Client Summary Report | Lists matching clients. | |
Client/Matter Summary Report | Lists matching matters, grouped by clients. | |
Labels | File Part Labels | A sample set of file part labels, aimed at jackets and inserts. This report is organized in container order, with a jacket followed by all of its inserts. It's limited to items of a Media Type of jackets and inserts. |
Box Labels | A sample box label, aimed at printing simple box ID labels appropriate for offsite filing. | |
Boxes | Box Detail Report | A listing of matching boxes, along with all of their file part contents listed in containment (hierarchical) order. |
Box Statistics | Lists counts of activities on boxes by user, for a given date range. |
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 the eligibility crawl to run outside business hours.