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Question

Question

Record Retention Reports

asked on July 9, 2023

Hey all,

Is there a way to pull a report in regards to the monthly, quarterly, or annual record retention statistics? What I mean by that is, is there an easy way to pull a report at the end of the year so that I can report how many documents, folders, entries with a template, etc etc etc. have been destroyed? I essentially want to be able to say "Due to the Records Management process implementation, we have deleted X amount of files. X amount of files with template Y, and removed over X amount of space..." The more data I could get the better.

I began building something in Workflow, based on a search syntax of Destroyed entries, but it loses a lot of property data, such as size of the file/image.

I have thought about running a workflow nightly to capture all data from all cutoff files (we have an auto cutoff workflow) and have that written to a SQL table. Then, every night, for each file that is Destroyed (we retain metadata), have a workflow update that SQL table with the matching Entry ID to indicate that it was destroyed in another column. This all makes sense in my head, but is there an easier way to go about this?

Thank you all in advance.

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Replies

replied on July 20, 2023

You should be able to pull an Audit Trail report based on 'Confirm Final Disposition' to pull back all the ones that have been destroyed within a given date range. You can read about the Audit Trail event type here.

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