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Reports for Document Libraries

(11 posts)
  1. Pelica
    Member

    I have a very strict Compliance Department here that wants a monthly report that shows every upload or new document added to each and every document library on our website. Is there a (fairly) easy way of generating this report without going from doclib to doclib? The dept would prefer monthly reports as opposed to weekly alerts.

    Any thoughts?

    Posted 2 weeks ago #
  2. You can read my blog entry and see if it helps you:

    http://spinsiders.com/laurar/2009/01/29/ways-to-display-multiple-document-libraries/

    Laura Rogers
    http://spinsiders.com/laurar

    Posted 2 weeks ago #
  3. Pelica
    Member

    Hi Laura,
    Great blog, but I don't think those ideas will work. "Relevant Documents" can't apply because they can be uploaded, edited, and checked out to any of a couple hundred users. "Content Query Web Part" is problematical because he only wants a month at a time and only those that have either been uploaded or changed in that one month. Plus, we already have a couple of doclibs with multiple content types already. The last one is interesting, but again, it's got to be limited to a month. My solution is either an RSS Feed, but that doesn't show enough details, or that he goes and looks at the modified column...but...he wants a report.

    Thanks again!

    Posted 2 weeks ago #
  4. I think you will need to develop a custom code to iterate trough all sites, subsites and document libraries. It would not be too complex but you need someone with programming skills.

    Posted 2 weeks ago #
  5. Pelica
    Member

    I was afraid of that...

    Thank you! :)

    Posted 2 weeks ago #
  6. Can you use auditing on your site collection?

    Posted 2 weeks ago #
  7. Pelica
    Member

    I haven't used that before. How would that work?

    Posted 2 weeks ago #
  8. In Central Admin, you enable usage analysis processing in the logging and reporting secion in Operations.

    Then you enable auditing on the particular site collection. This requires you to be a site collection administrator. You can configure it to track the following:
    Opening or downloading documents, viewing items in lists, or viewing item properties
    Editing items
    Checking out or checking in items
    Moving or copying items to another location in the site
    Deleting or restoring items
    Editing content types and columns
    Searching site content
    Editing users and permissions

    Then you can run reports based off this information that it gathers for specific timeframes or by certain people.

    It may be of use for you to investigate.

    Posted 2 weeks ago #
  9. But... in that third option of mine... you can use any filters in data view web parts. So, you could easily filter by only the last month.

    Laura

    Posted 2 weeks ago #
  10. Pelica
    Member

    I have two questions about the auditing. Why doesn't it audit on uploaded documents? And, how do I set a custom audit field?

    Posted 2 weeks ago #
  11. I'm thinking that upload is rolled into viewing or checked in, but I'm not positive. I'm looking for confiramtion on that.

    Edit:
    Toni confirmed that a document upload appears as a document view in the audit log.

    Posted 2 weeks ago #

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