Joy Garon

TIP: Creating a checked out report to send to your users

Discussion created by Joy Garon on Feb 13, 2013
Latest reply on Feb 13, 2013 by Joy Garon

Hi All,

 

When I'm ready to perform vault maintenance, I found it useful to email my vault users a list of the documents they have checked out and where they're checked out.

 

To accomplish this I create a search favorite (CHECKED OUT REPORT) that uses a custom Search Result column set containing 3 columns:

  1. <Checked Out By>
  2. <Name>
  3. <Checked Out In>

 

I use the Search Tool (instead of embedded search) so that I can open the results in Excel (using the Excel Open search result icon at the top of the search tool).

 

Once I run the search and open the results in Excel, I select View, Macros, View Macrosand Run the SplitCells macro (macro attached).

This creates a named worksheet tab for each user with a list of their checked out files.

 

I found that this type of report helps me debug any check-in issues we typically encounter.

 

Cheers,

Joy

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