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Document Index Report How To's

How to's for the Document Index Report guide.

How to View the Latest Document Index Report​

Steps:

  1. Open the Index Report tab in the system.
  2. The most recently created report is displayed by default.
  3. Review the left panel for details like �Last Report Date� and �Report Status.�
  4. Examine the report content to view index status, counts, file types, tags, and total size.

How to Filter Document Index Report Details​

Steps:

  1. Open the Index Report tab.
  2. Use the filtering options available to narrow down the displayed data (e.g., by file type or error status).
  3. Select a specific repository or folder from the left panel to limit the report details.
  4. The report content will update to display only the filtered information.

How to Create a New Document Index Report​

Steps:

  1. Navigate to the Index Report tab.
  2. Click the New Report button.
  3. Wait for the report generation process to complete (duration depends on file number and size).
  4. Once completed, the new report is automatically displayed with updated information.

How to Configure Automatic Document Index Report Generation​

Steps:

  1. Open the system configuration settings related to document indexing.
  2. Locate the option for automatic report generation.
  3. Set the desired interval for report creation (e.g., daily, weekly, monthly).
  4. Save the configuration.
  5. The system will now automatically generate a new index report based on the configured interval.

How to View Index Details by Selecting a Repository​

Steps:

  1. Open the Index Report tab.
  2. On the left panel, select the desired repository or folder.
  3. The report will update to show the index details specific to the selected directory.
  4. Review the updated details, including file counts and indexing status.