Record statistics reports

The Record Statistics report enables you to gain statistics related to records within the Content Manager dataset.

Audit events must be set to be recorded in Content Manager to have data that can be used by these reports.

Select the following events in the Record Type properties Audit page, to record the statistics:

  • Document viewed
  • Retention Schedule Reviewed
  1. Create a new record statistics report by selecting from the Home ribbon Statistical - Record Statistics Reports.

    The Statistics - All window appears.

  2. Right-click in the window and select New Statistics.

    The New Statistics dialogue box appears.

    • Statistics Summary Name - the name of the new report
    • Record selection method - use the drop-down list to select the data to use to select the records for the statistics.

      NOTE: The option Record Type - Properties - Audit page - Document Viewed must be selected to record the event.

    • Start of Period - the starting date for the statistics
    • End of Period - the end date for the statistics
    • Only include parts in Statistics - includes only records that are parts in the report
    • Period Type - the period to report by:
      • Days
      • Months
      • Years
    • Predefined Period - you can select a predefined date range from the list, for example, This Week, This Month or This Year.
    • Grouped By - the sorting /grouping method for the statistics.

      NOTE: Containers do not appear when the report is grouped by Assignee. Only records that are directly assigned to a Location other than their Home Location are counted.

      • A second level of grouping (sub-group) can be included in the report. From the drop-down list, select the object type to group by.
      • Group by default parent Location - this option is available only if the first level grouping is of a Location type - it sorts /groups by the parent Location.
    • Display Network Login (if allowed) - this option is available only if the first level grouping is by Creator - select to include the network login of the creator.
    • Storage Report - select this option to include values on storage usage in the report.
  3. Select the Filter tab to set the filters for records to be included or excluded from the report.

    These filters operate in the same way as search filters.

    See Search Filter tab.

  4. Select the Access Controls tab to set the access permissions to the report.

    See Applying Access Controls to functions.

  5. Click OK to save the report.
  6. Generate the statistics report by right-clicking it and selecting Generate Statistics.

    See Generating statistics reports.