Generating a Folder History Report - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Premier
Essential

Generate folder history reports to maintain records of all actions performed on a folder. History reports are generated in a text report format and stored in the SYS User Reports Document Type. Because history reports are text documents, you can use text searching to find information about a specific action, such as when a Keyword Value was changed. This feature is useful when a folder has a long history of actions.

Folder history reports are generated from an open Folder History window. To generate a folder history report, right-click in the Folder History window and select Generate Report. When generation is complete, the report is both archived to the SYS User Reports Document Type and displayed on your screen.

Note:

If you accessed the Folder History window from a folder displayed in a pop-up list, the generated report is not displayed, and a message indicates that the report has been archived. You can retrieve the report from the SYS User Reports Document Type.

Tip:

To create records of all actions performed on all folders, generate folder activity reports. In the OnBase Client, select Admin | Transaction Logs | Create Report and then select Folder Activity. More information about the OnBase Transaction Log is available in the Configuration module help under “Transaction Log.”