Create a Storage Report

The Storage Report User Report provides a detailed list of user files and their properties.

To get started:

1. Log in to Admin+.
2. Go to Workflows on the left navigation menu.
3. Click on New Workflow near the top right.
4. Select From Scratch.
5. Provide a Name and Description for the Workflow.
6. Select the Trigger Type: Specific Date or Schedule.
7. Click Next: Conditions and Actions.
8. Choose New Action to set the Action – Storage Report User Report.
   • This will generate a detailed list of user files within your Organizational Unit.
   • This may take a few minutes to generate depending on the number of users and files.
9. Give the report a unique Name.
10. Select which Properties to include in the report.
11. Go to Export and choose a file type for the generated report to use.
    • Choose between Google Sheets or Excel Sheets (CSV).
    • Use Show Sample to view an example datasheet.
12. Configure a Conditional (optional).
    • The Conditional is the logic used for the report to run.
    • A Conditional can be joined to another using ‘AND/OR‘ statements.
      • ‘AND‘ will require an event to meet all conditions.
      • ‘OR’ will require an event to meet only one condition.
13. Complete the Email To addresses and include a Subject Name
14. Enable Attach Reports.
15. Enter a message for the body of the email.
16. Click Next: Review in the bottom right when all Conditions and Actions are set.
17. Finally, select Enable in the top right to activate the workflow.

Congratulations on creating a Storage Report workflow!

Updated January 4, 2024