IBM Enterprise Records, Version 5.1.+              

Crystal Reports templates

IBM® Enterprise Records provides report templates for the Base, DoD, and PRO data models. You can configure the report templates for your business needs.

For information on reports that can be later configured to return data, see the link to the Report configuration and prerequisites help topic at the end of this topic.
Table 1. Crystal Reports templates
Report name Report description Filename for Base, DoD, or PRO report templates Filename for DoD classified report templates
Actions Performed by a User Actions performed by a user on a specific record category or folder.
  • Detailed Actions carr out.rpt
  • Summary Actions carr out.rpt
  • Detailed Actions carr out DoDClassified.rpt
  • Summary Actions carr out DoDClassified.rpt
Categories and Folders by Disposition Actions Electronic categories and folders with respect to the associated disposition actions.
  • Detailed Out of Disp Process Cat and Fol.rpt
  • Summary Out of Disp Process Cat and Fol.rpt
  • Detailed Out of Disp Process Cat and Fol DoDClassified.rpt
  • Summary Out of Disp Process Cat and Fol DoDClassified.rpt
Disposition Schedule Defined in a File Plan Disposition schedules created in a particular file plan.
  • Detailed Disp Sch Defined in Rule Base.rpt
  • Summary Disp Sch Defined in Rule Base.rpt
  • Detailed Disp Sch Defined in Rule Base DoDClassified.rpt
  • Summary Disp Sch Defined in Rule Base DoDClassified.rpt
Disposition Schedules Allocated to Record Types Disposition schedules allocated to specific record types.
  • Detailed Disp Sch Allocated Rec Type.rpt
  • Summary Disp Sch Allocated Rec Type.rpt
  • Detailed Disp Sch Allocated Rec Type DoDClassified.rpt
  • Summary Disp Sch Allocated Rec Type DoDClassified.rpt
(DoD Classified only) Downgrading or Declassification Report Records that are due for downgrading and declassification during a specified time span. N/A
  • Detailed Rec due for downgrading and declassification DoDClassified.rpt
  • Summary Rec due for downgrading and declassification DoDClassified.rpt
Electronic Categories and Folders Associated with a Disposition Schedule Electronic record categories and folders associated with a disposition schedule.
  • Detailed Elec Cat and Fol to which Disp Sch Allocated.rpt
  • Summary Elec Cat and Fol to which Disp Sch Allocated.rpt
  • Detailed Elec Cat and Fol to which Disp Sch Allocated DoDClassified.rpt
  • Summary Elec Cat and Fol to which Disp Sch Allocated DoDClassified.rpt
(PRO only) Electronic Folders and Records by Protective Markings Electronic record folders and records associated with a specific type of protective marking.
  • Detailed Elec Fol and Rec by Protect Marking.rpt
  • Summary Elec Fol and Rec by Protect Marking.rpt
N/A
Electronic Folders Created within a Specific Period Electronic record folders created in a file plan within a specific period.
  • Detailed Electronic Folders Created.rpt
  • Summary Electronic Folders Created.rpt
  • Detailed Electronic Folders Created DoDClassified.rpt
  • Summary Electronic Folders Created DoDClassified.rpt
Electronic Records Created by a User/Group within a specific period Electronic records created by a user within a specific period.
  • Detailed Electronic Records Created.rpt
  • Summary Electronic Records Created.rpt
  • Detailed Electronic Records Created DoDClassified.rpt
  • Summary Electronic Records Created DoDClassified.rpt
Electronic Records Viewed by a User/Group within a specific period Electronic records viewed by a user within a specific period.
  • Detailed Electronic Records Viewed.rpt
  • Summary Electronic Records Viewed.rpt
  • Detailed Electronic Records Viewed DoDClassified.rpt
  • Summary Electronic Records Viewed DoDClassified.rpt
Electronic Volumes Opened and Closed within a Specific Period Volumes that were opened/closed within a specific period.
  • Detailed Cl. Elec Vol Open and Closed.rpt
  • Detailed Op and Cl Elec Vol Open and Closed.rpt
  • Detailed Op Elec Vol Open and Closed.rpt
  • Summary Cl. Elec Vol Open and Closed.rpt
  • Summary Op Elec Vol Open and Closed.rpt
  • Detailed Cl. Elec Vol Open and Closed DoDClassified.rpt
  • Detailed Op and Cl Elec Vol Open and Closed DoDClassified.rpt
  • Detailed Op Elec Vol Open and Closed DoDClassified.rpt
  • Summary Cl. Elec Vol Open and Closed DoDClassified.rpt
  • Summary Op Elec Vol Open and Closed DoDClassified.rpt
Folders and Records Associated with a Disposition Schedule Folders and records that are allocated a disposition schedule.
  • Detailed Fol and Rec with Disp Schedule.rpt
  • Summary Fol and Rec with Disp Schedule.rpt
  • Detailed Fol and Rec with Disp Schedule DoDClassified.rpt
  • Summary Fol and Rec with Disp Schedule DoDClassified.rpt
Folders and Records by Disposition Actions Electronic folders and records with respect to the associated disposition action.
  • Detailed Folders by Disposal Actions.rpt
  • Summary Folders by Disposal Actions.rpt
  • Detailed Folders by Disposal Actions DoDClassified.rpt
  • Summary Folders by Disposal Actions DoDClassified.rpt
(DoD and DoD Ch 4 only) Folders and Records by Disposition Events Electronic folders and records with respect to the associated disposition event.
  • Detailed Fol and Rec with Disp Trigger.rpt
  • Summary Fol and Rec with Disp Trigger.rpt
  • Detailed Fol and Rec with Disp Trigger DoDClassified.rpt
  • Summary Fol and Rec with Disp Trigger DoDClassified.rpt
Folders and Records on Hold Record folders and records on which a disposition hold has been placed.
  • Detailed Fol and Rec having Disp Freeze.rpt
  • Summary Fol and Rec having Disp Freeze.rpt
  • Detailed Fol and Rec having Disp Freeze DoDClassified.rpt
  • Summary Fol and Rec having Disp Freeze DoDClassified.rpt
Location of Electronic Records by Application Type Location of electronic records with respect to their application type.
  • Detailed Electronic Records Loc by App type.rpt
  • Summary Electronic Records Loc by App type.rpt
  • Detailed Electronic Records Loc by App type DoDClassified.rpt
  • Summary Electronic Records Loc by App type DoDClassified.rpt
Records Folders without an Associated Disposition Schedule Electronic record folders that are not associated with any disposition schedule.
  • Detailed Rec Fol With No Disp Sch.rpt
  • Summary Rec Fol With No Disp Sch.rpt
  • Detailed Rec Fol With No Disp Sch DoDClassified.rpt
  • Summary Rec Fol With No Disp Sch DoDClassified.rpt
Review Decisions Taken within a Specific Period Electronic entities and the associated review decisions taken within a specific period.
  • Detailed Review Dec Made Over a Period.rpt
  • Summary Review Dec Made Over a Period.rpt
  • Detailed Review Dec Made Over a Period DoDClassified.rpt
  • Summary Review Dec Made Over a Period DoDClassified.rpt
Structured File Plan View Records, record folders, and categories that exist in a particular file plan.
  • Detailed Structured File Plan View.rpt
  • Summary Structured File Plan View.rpt
  • Detailed Structured File Plan View DoDClassified.rpt
  • Summary Structured File Plan View DoDClassified.rpt
Vital Records Due for Disposition Electronic vital records due for disposition within a specific period.
  • Detailed Vital Rec Due.rpt
  • Summary Vital Rec Due.rpt
  • Detailed Vital Rec Due DoDClassified.rpt
  • Summary Vital Rec Due DoDClassified.rpt


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Last updated: August 2011


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