IBM® Enterprise Records includes a number of reports that provide a statistical view of different activities in IBM Enterprise Records. For example, generate reports to show the electronic folders created within a certain time period. Generate reports to shoe the review decisions made for entities during a certain time period. In addition to using the pre-configured reports, you can create custom reports.
See additional information in the topic about creating a custom report.
While all IBM Enterprise Records users can run the reports, the data visible on the reports varies. The data varies according to the security access of each user relating to the entities listed in the reports. When you generate a report, you need to specify input criteria for the report. This criteria includes parameters that vary depending on the report. For example, to generate a report on record types that are associated with a disposition schedule, you need to specify several details. Specify the name of the disposition schedule, the section of the file plan desired in the report, and the type of report you want to view. Details about input criteria and prerequisites for reports are located in the report configuration topic.
The broader the search criteria, the greater the impact on the performance of the reports server. All reports give you a warning if you do not specify a section of the file plan. This action defaults to the entire file plan. However, there are other criteria that can also contribute to slow performance. For example, the report, Electronic Records Created by a User within a Specific Period allows you to enter a date range and one or more users. Entering a long time period and many user names might result in poor performance.
To generate a report: