Question

Audit Trail Reporting on a specific location

Audit Trail Version 11

Updated January 12, 2022

asked on January 11, 2022

We recently upgraded to Version 11 and I'm learning the new format. I want to see how many documents were scanned to a specific folder in a specified amount of time (a workflow moves them out to different locations so they don't stay in this folder). I do not see the option to specify the folder (or path). I can see where I can filter out the path once a report is done (for the whole repository) but I don't see where I can report on a specific location.

audit trail report filters.png (16.37 KB)

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APPROVED ANSWER

replied on January 12, 2022

Filtering on path equaling whatever location you are interested in will give you the results you need.

It is the same report, just some of the options were moved in the user interface where they were more usable. If you're worried about loading large result sets before filtering, Audit Trail 11 pulls just the first page, then loads the rest on demand.

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replied on January 11, 2022

Is this something you were able to do in Audit Trail 10? We're interested in hearing about relevant functional gaps that may exist between Audit Trail 10 and 11.

You might have some luck with putting in the Entry ID of the folder as a filter. If that doesn't work, you're probably best off either:

Doing the post-report path filtering, or
If your document moving workflow triggers once per document on Entry Creation, run a search in Workflow for how many instances started within the specified time range.

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replied on January 12, 2022

Yes, in the earlier version we could specify the path and run the report on that. Thank you for your suggestions. It doesn't look like the Entry ID of the folder works, just the ID of the documents. The user who would be running the report doesn't use Workflow so that's not really an option. We will have to do the post-report path filtering.

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replied on January 11, 2022

The path is available as a filter on the Resource column.

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replied on January 12, 2022

Yes, I can filter it out after creating a report on every document created in the repository but I was hoping to report on a particular location. It looks like that is no longer an option.

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APPROVED ANSWER

replied on January 12, 2022

Filtering on path equaling whatever location you are interested in will give you the results you need.

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replied on January 12, 2022

Thanks. I changed the column display to include the column filter for "Resource: Full Path" and that gives me what I want.

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Audit Trail Reporting on a specific location

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