Overview
The Export Access Report is a comprehensive report showing the Content Role of each user for every folder and document in the project. It provides a detailed breakdown of user access, and includes Document Protection options enabled for each document in the project.
The report can answer the following questions:
- Which documents are print-restricted?
- Which documents are hidden from a specific user?
- What are the document expiry dates for these users?
- Are certain documents encrypted, and therefore, document protection cannot be applied? See Encrypted Documents Options for more details
- Which documents or folders are hidden from a specific group?
How to run the report
You may run an Access Report for:
- All users in the project
- A specific group
Run the report for All Users
To run the report for the entire project (all content):
- From the Documents tab, click the Document Sharing header. Depending on your terminology and project type, yours may be called 'Due Diligence' or something else.
- Click Export Access Report. The report downloads in Excel format.
To run the report for a specific folder:
- From the Documents tab, click a directory or folder.
- From the documents grid, click the 'Export Reports' button (the Excel icon) and then select Export Access Report. The report downloads in Excel format for the specified directory and all of its subfolders.
Run the report for users in a specific group
- Go to View As from the Tools section in the top right
- Select the group > Excel icon at the top right > Export Access Report
- The report downloads in Excel format for all content in the project, showing the access and protections for the specified group.