The Retention Management Actions Report displays a list of retention management actions when the Retention Management add-on module is installed.
Steps to Generate a Retention Management Actions Report
Click Administration > Retention Module > Retention Management Actions Report. The Retention Management Actions screen displays as shown below.
Select any saved report criteria using the Select Saved Report Criteria drop-down menu, and then click Generate.
orCreate new report criteria by clicking Next. The Retention Management Actions screen displays as shown below.
Enter information as necessary in the fields described below.
Field | Description |
|---|---|
Report Header Display Options | |
Display on 1st page | Displays the Report Header on the first page. |
Display on all pages | Displays the Report Header on all pages. |
Do not display on any pages | Does not display the Report Header on any pages. |
Select Options | |
Group By | Allows you to group results by categories, which can be selected from the drop-down menu. |
Retention Status | |
Mark for Action | When selected, only includes Requests that have been marked for action. |
Deleted | When selected, only includes Requests that have been deleted. |
Both | When selected, includes Requests that have been marked for action as well as those that have been deleted. |
Filter By | |
Select User(s) | Allows you to filter the report by specific users. |
Actions Performed | |
Between the Dates | Allows you to include actions performed within a specified date range. This option will be selected by default, and will display Select Dates fields if selected. To select dates, click both calendar icons |
For the Month | Allows you to include actions performed within a specified month and year. If this option is selected, the Select Month fields (Month and Year) displays. Select a Month and Year. |
For the Year | Allows you to include actions performed within a specified Calendar or Fiscal year. Select either Calendar Year or Fiscal Year, then select a Year. |
Year to Date | Allows you to include actions performed from a selected year up to the current date. If selected, the Select Year field displays. Select a Year from the drop-down menu. |
, and select the dates.Click Generate. The generated report displays as shown below.
NOTE: See Print/Email/Export Reports for information about printing, emailing, or exporting reports.