The Reading Room Documents Report displays information about documents located in the Reading Room.
NOTE: You must have Reading Room and Document Reports System Permissions to generate this report.
Steps to Generate a Reading Room Documents Report
Click Reports > Custom Reports > Reading Room Documents. The Reading Room Document screen displays as shown below For instructions on configuring permissions and a report schedule, see the instructions under the Custom Reports section.
To use saved report criteria, select an option from the Select Saved Report Criteria drop-down menu, To create a new report, click Next.
NOTE: After clicking Next, the following screen displays:
Enter information in the following fields as needed:
Field | Description |
Report Header Display Options | |
Display on all pages | Display the report header on all pages of the report. |
Display on 1st page | Only display the report header on the first page of the report. |
Do not display on any pages | Do not display the report header on any pages of the report. |
Include Search Criteria in Generated Report Print | Include search criteria in the printed version of the generated report. |
Select Options | |
Group By | The criteria you want to group by. |
Sort By | The criteria you want to sort by. |
Sort Order | Sort the report in Ascending or Descending order. |
Folder Information | |
Folder Name | Name of the Folder for which you want to generate the report. |
File Cabinet Drawer | File Cabinet Drawer(s) for which you want to generate the report. All will be selected by default. |
Reading Room File Cabinets | Reading Room File Cabinet(s) for which you want to generate the report. All will be selected by default. |
Reading Room Folder Name | Name of a Reading Room Folder |
Number of Pages | Number of Pages |
Review Layer Name | Review Layer Name |
Reading Room Published By | User who published the Reading Room document |
Method of Publishing | Method of Publishing for the Reading Room document |
Reading Room Status | Reading Room Status |
Reading Room Created Date | The date range within which the documents added to the Reading Room were created. Optionally, select the Current Day option and select an option from the drop-down menu. |
Reading Room Published Date | The date range within which documents were added to the Reading Room. Optionally, select the Current Day option and select an option from the drop-down menu. |
Custom Fields | |
Custom Fields | Any custom fields that are common across the selected File Cabinet Drawers are available to include in the report |
Select Fields | |
Select Fields | Field(s) you want to apply to the report. Click the icon to add the selected fields to the Selected Fields list. Click the button to add all fields from the list. |
Selected Fields | Selected Fields to be displayed in a list for this field. To remove Selected Fields from the list, select the Selected Fields you want to remove, then click the button. To remove all Selected Fields from the list, click the button. To move a selected item from the list one position up or down, click the or button accordingly. |
Click Generate. The Reading Room Documents Report displays as shown below.
NOTE: After entering report criteria, click Save Report Criteria to save the report criteria for future reports. The Save Report Criteria window displays as shown below. Enter the name of the Report Criteria in the space provided, then click Save.
