Viewing data statistics

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In FileCabinet CS you can view the statistics for your data location for individual drawers, folders, or data locations. You can also view statistics by printing reports for your data location.

Viewing Drawer Statistics

  1. Highlight the desired drawer in the Folders window.
  2. Choose File > Drawer Properties.
  3. Click the Stats button to open the Drawer Stats dialog and view drawer statistics.
  4. Click OK to close the Drawer Stats dialog.

Note: To view information similar to the information displayed in the Drawer Stats dialog, print the Drawer Contents report.

Viewing Folder Statistics

  1. Highlight the folder in the Folders window.

Note: When highlighting CS Professional Suite application folders, you must highlight a folder named with the date.

  1. Choose Edit > Folder Properties.
  2. Click the Stats button to open the Folder Stats dialog and view drawer statistics.
  3. Click OK to close the Drawer Stats dialog.

Notes:

  • You can view Folder statistics for any CS Professional Suite application folder, any user-defined folder, the {Not yet filed} folder, the Volume folder, the NetClient CS folder and the Data Backup folder.
  • You can also right-click the folder and choose Folder Properties.

Viewing Data Location Statistics

  1. Choose Setup > System Configuration
  2. Choose the Data Locations tab and select the data location you want to view. 
  3. Click the Stats burron to open the Data location Stats dialog and view the data location statistics. 
  4. Click OK to close the Data Location Stats dialog.

Printing FileCabinet CS reports

FileCabinet CS provides the following reports that detail carious drawer and user information.

  1. Drawer Contents report
  2. Drawer List report
  3. User Activity report

To generate one of these reports, follow these steps.

  1. Choose File > Print Reports.
  2. Select the report you want to print by clicking the Drawer List, Drawer Contents, or User Activity option.
  3. Choose an item from the Sort field to the right of the selected report option to organize the report according to one of the available criteria.
  4. Click the Continue button and do one of the following, depending on the report type you selected.
    • If you are printing the Drawer List or Drawer Contents report, skip to step 8.
    • If you are printing the User Activity report, continue to step 5.
  5. In the User/Event Selection dialog, enter a user ID or choose a user (or all users) from the User field.
  6. Choose an event option and enter a keyword if desired.

Note: Enter the keyword in quotes if you want to find only exact matches.

  1. Click the Continue button.
  2. In the Drawer Selection dialog, choose the print destination (printer and/or FileCabinet CS).
  3. Mark the checkboxes for additional print options, such as printing duplex, 2-up, or with alternate line shading.
  4. Highlight the drawers you want to be included in the report and click the Select button to move them to the right pane.

Notes:

  • If any of the selected drawers are password protected, you will need to enter the password for the drawer to include in the report.
  • If you have assigned statuses to your drawers, you can mark or clear the status checkboxes in the Focus section to focus the Drawer list by status.
  1. Click Print to print the report, click Preview to preview the report on screen, or click To Cabinet if FileCabinet CS was the only destination you selected.

Note: When reports are printed to FileCabinet CS, they are stored in a folder named FileCabinet CS Reports.

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