Document Management

The Document Management report uses the Document Management topic to display the history of documents, including the date that changes were made, and whether the document has been deleted.

Fields

Fields included in the report template
Field Name	Group by	Sort Order	Totals
Document File		A to Z
Attached Employee		Ascending
Transaction Time		Oldest to Newest
Document History
Is Deleted

Custom Fields

Document History

The Document History custom field displays the document history. It uses the following expression:

CASE WHEN DocMgmtFileStoreAudit.operation = 1 THEN 'Permanently Deleted' WHEN DocMgmtFileStoreAudit.operation = 2
OR ROW_NUMBER() OVER (PARTITION BY DocMgmtFileStoreAudit.DocMgmtFileStoreId
                      ORDER BY DocMgmtFileStoreAudit.transaction_time) = 1 THEN 'Inserted' WHEN (DocMgmtFileStoreAudit.operation = 4
                                                                                                 AND DocMgmtFileStoreAudit.IsDeleted = 0)
AND ROW_NUMBER() OVER (PARTITION BY DocMgmtFileStoreAudit.DocMgmtFileStoreId
                       ORDER BY DocMgmtFileStoreAudit.transaction_time) &gt;

1 THEN 'Updated' WHEN DocMgmtFileStoreAudit.operation = 4
AND DocMgmtFileStoreAudit.IsDeleted = 1 THEN 'Deleted' END

Filters

The template includes the following filters:

Filters available for the report.