Produce a Forage Report for a Board or an Auditor
3 min read · Last updated · Page version 6
Purpose: hand over a dated, filtered summary of all your files, their sensitive content, the labels on each file or what has not been read, as a PDF or a spreadsheet.
- Open Records, then Reports, and pick a report:
- All your files: files by site, by SharePoint or Archive, and by type, with how many were read in full, partly read, with scans not read yet, waiting and not read, and why.
- Sensitive content (where content classification is enabled): files under each label, by site and severity, the worst sites first, and the most recently found files under each label with a link to open them.
- Labels by file (where content classification is enabled): which labels are on which files. One row per file, with its name, site and folder, the labels on it with their severity, and when Forage last checked it. Files are sorted by site, then by file name, 100 to a page; use Previous page and Next page to move through them.
- Files not read: what is not read and why (password protected, damaged, scanned pages never read, file type not read, could not be read), by site and by reason.
- Under Filters, add sites by typing part of a name or address, choose labels for the sensitive content and labels by file reports, choose a severity for labels by file, and set a date range if you need one. Leave a filter empty to include everything. Press Run report.
- Press Export PDF and choose Save as PDF in the print dialog, or Export CSV for a spreadsheet with every table.
Good to know: every export states the customer, when it was produced and the filters used. The date range means when a file was last changed, and for sensitive content when the label was found. Lists show up to 100 rows; the summary figures count everything the filters select. On a very large estate, choose the sites to report on.
The sensitive content report lists the documents that carry each label. Finding documents that hold sensitive content but carry no matching sensitivity label is a separate thing, and is not available yet.
See what each page shows for the rest of the Records section, and limitations for what Forage does not do.
Questions go to sales@smikar.com.