Hello Readers!
On a day that your boss arrives and asks you if there is a way to generate a report for his/her library and here it is what you will need to do.
- Open the Document Library and go its settings.
- You will find a link as in the following “Generate file plan report”.
- Click on it.
- You will be asked to provide a location where you want the report to get generated.
- Once you click OK, You will see the message below.
- The report will be generated, click there to view it.
- The generated report will be divided into Summary, Retention Details and Folder Details.
Under Summary we will have details like:
- Site:
- URL:
- Description:
- Report Generated
- Created By:
- FolderCount:
- Item Count:
- Versioning:
- Require Content Approval:
- Draft Item Security:
- Source of retention schedules:
- Has Records:
- Has Items on Hold:
- Along with the details is Content Type as in the screen below.
- Then we have the category Retention Details.
This will store the details of the items in a library as retention details.
- Then we have a category as Folder Details.
It will store the folder details as in the folder name, path, number of items in that folder and the level of permissions it has.
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So here is a quick report that gets generated providing you with all the deep dives into the details in your library. Until then, Keep Learning.
Cheers!