How to generate a Report?

You can generate any report available under different categories like Audit and Compliance, Security, Policy, Usage, Configuration and Inventory.


Before you generate any report, configure the application settings as in Home section. After configuration, Dockit SharePoint Manager application will appear as shown below:




Double click on the configured SharePoint Servers or click . It will display the available Web Applications in that specified Servers as shown below:




Create a Farm level Authentication


If you are a Farm Administrator, add your user profile in Connected as Administrator(optional) dialog. it will helps you to skip the authentication process when connecting Site Collections in any Web Application of the connected Farm. If you are not a farm administrator account skip this option.




Double click on a Web Application or select a Web Application and click proceed. It will display its available Site Collections as shown below:




Double click on a Site Collection or select a Site Collection and click proceed. It will ask for credentials as displayed below:




Note: If you want to skip the authentication process while connecting any Site Collections in future, check "Use this user account to connect all site collections" option.


Once the application connects to the Site Collection, you will see the Dashboard page. In the charms bar, you will see the node.


 

Click node, a page with report categories and reports will appear as shown below:
 


Select a report and the report settings page will appear as shown below:



Enter a site or list URL in the connected site collection. You can also browse a site or list URL by clicking button. Select a SharePoint List or Select a SharePoint Site dialog will appear as shown below.




Select any of the following scopes for which you want the report to be viewed:


  1. All sites in web application - Retrieves report information for all lists in the connected web application.
  2. All lists in the connected site and its sub-sites - Retrieves report information for all lists in the connected site and its sub-sites.
  3. All lists in the connected site - Retrieves report information for all the lists in the connected site.
  4. Connected list only - Retrieves report information for the connected list only.




Click on the Duration drop-down to see the available date range options (applicable for certain reports only) as shown below:




You can select the required date range to which you want to generate reports.

When you select "All lists in the connected site and its sub-sites" or "All lists in the connected site" or "All sites in web application" option, you can have an option to view the report data only for the lists that belongs to a particular list template (e.g., Document Library, Picture Library).

Click Get List Templates button to enumerate all the lists templates that are available in the selected URL. By default, 'All' will be selected, which collects data for all the lists in the site.


Schedule a Report:


Dockit SharePoint Manager has a scheduled report generation option which allows the user to schedule multiple reports to be run at same time. This feature facilitates the user to export, publish and email the generated reports at periodic intervals.

To schedule a report, enable the Schedule Settings option as shown below:




You can schedule a report by using any of the schedule types and set the password to save the schedule settings. Click button to save the task.


Report Delivery Options:


The Report Delivery Options section allows you to export, email and publish the report, apart from viewing it.


Expand the "Delivery Settings" option to specify the settings. This will appear as shown below:



For export, enter the export location and file name using which the report has to be exported.

For email, enter To address and body of the message as Description.

For publish, enter SharePoint library URL as publish location, file name and duplicate options.

Click button to view the report and deliver it as per the selected options.