File Plan Report in SharePoint 2013

The file plan report is one of the ways to support Record Management in SharePoint 2013. It is used to classify and categorize records based on unique retention and disposition requirements and, in many cases, security requirements as well.

There are two types of File Plans in SharePoint 2013.

They are as follows.

• Folder-based file plans
• Library-based file plans

The following information can be collected in an excel format.
1) Site
2) URL
3) Description
4) Report Generated
5) Created By
6) Folder Count
7) Item Count
8) Versioning
9) Require Content Approval
10) Draft Item Security
11) Source of retention schedules
12) Has Records
13) Has Items on Hold

In this article, we will see how to set up the File Plan report for a document library.

Step 1:
Navigate to Generate File Plan report from Library Settings.

Step-2:
Specify the location to store the file Plan report in the Save Location and Click Ok.

Step-3:
The notification screen once the setup is finished completely.

Step-4:
The sample File Plan report is as shown below. It has three sheets. This is the default view of Summary sheet.
1. Summary
2. Retention Details
3. Folder Details.

Step-5:
The below picture depicts folder view of the File Plan Report

generate file plan report sharepoint 2016Step-6:
The location where File Plan Report is stored is shown below.

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