IBM® Enterprise Records includes a number of reports that provide a statistical view of different activities in IBM Enterprise Records. For example, you can generate reports to show the electronic folders created within a given time period or the review decisions made for entities during a given time period. In addition to using the pre-configured reports, you can create custom reports.
For information about creating a custom report, see Creating a report.
While all IBM Enterprise Records users can run the reports, the data visible on the reports varies according to each user's security access to entities listed in the reports. When you generate a report, you need to specify input criteria for the report. This includes parameters that vary depending on the report. For example, to generate a report on record types that have been associated with a disposition schedule, you need to specify the name of the disposition schedule, the section of the file plan for which you want the report, and the type of report (detail) you want to view. Details about input criteria and prerequisites for reports are located in the topic Report configuration and prerequisites.
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, which defaults to the entire file plan, when this information is requested. 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 could result in poor performance.
To generate a report: