Docmanager Reporting

[will.good]

Hi,
I am trying to create a report that displays the Document Name and the Library it belongs to.

I have found a way to display the Documents and Libraries separately, but have not been able to join them in a report. How would I be able to pull a report that would show both?

docmanager-documents.report.txt libraries.report.txt

[James Ainsworth]

Hi @will.good

Try the attached report.  As documents can be shared with more than one library, I created a Grouped By report to show each document and all the libraries shared to by that document.

The links between the documents and the libraries are in a table called h_lib_shares.  This table also holds shares with users, but these can be filtered out using the h_share_type=1 which refers to libraries, rather than people.

The join between the h_lib_documents and the h_lib_shares wasn't straightforward as the h_lib_documents has a document ID where as the h_lib_shares has a document urn.  I had to use a custom criteria to get this to work.

Import the report and give it a run to see if gets the information that you are looking for.

documents-and-their-shared-libraries.report.txt

[will.good]

Hi @James Ainsworth

This is perfect, thank you so much