12.8 Generating a Report for Retention Review Logs

You can generate a report of the actions performed during review sessions by using the Export option on Review Transaction History tab of the retention pair’s Statistics dialog box. Select one or more entries in the list that you want to include in a report. The contents of the selected entries are exported together in .html (default) or .csv format. The default save location is at the root of the C:\ drive. The default file name is review_transaction.html or review_transaction.csv. You can specify a different location or file name when you export the report.

To generate a report for one or more Retention Review log entries:

  1. In the Management Console, connect to the DynamicFS server that you want to manage.

  2. Click the Pairs folder under the server to view the list of pairs for the server in the right panel.

  3. Double-click the retention pair to open its Statistics dialog box.

  4. Click the Review Transaction History tab to view a list of the Retention Review log files.

  5. Select one or more logs that you want to include in the report, then click Export.

    You can customize the report by choosing files by dates, reviewers, or the delete and restore actions.

    Only the contents of the log files are exported to the report. The entries are not removed from the Retention Review log.

  6. In the pop-up browser, specify the following options, then click Save:

    • Export format: Choose .html (default) or .csv.

    • Location: Browse to the location on the computer where you want to save the file.

      The default save location is at the root of the C:\ drive.

    • File name: Specify a name for the file.

      The default file name is review_transaction.html or review_transaction.csv.

  7. (Optional) In an file browser, go to the location you specified to verify that the file was exported.