Accessing RecordsFlow reports

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Note: Only authorized users can access RecordsFlow reports.

The following RecordsFlow reports are available.

Follow these steps to access RecordsFlow reports.

  1. Choose Reports > Records Management in the GoFileRoom toolbar.
  2. Select the report you want to view by clicking the Report field and choosing the report type from the drop-down list.
  3. Click the appropriate link for more information.

    1. Select the desired drawer from the Drawer field.
    2. Enter a date or date range in the Date field.
    3. Select a user from the User field, if desired.
    4. Click the Search button.
    1. Select the desired policy from the Policy field.
    2. Enter a date or date range in the Date field.
    3. Select an approver from the Approver field, if desired.
    4. Click the Search button.
    1. Select the desired drawer from the Drawer field.
    2. Enter other search criteria as desired. The Date, User, and Deleting User fields are optional.
    3. Click the search button.

Related topic: RecordsFlow Overview

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