Shortcut report

Completed

Virginia Espana

• November 28, 2018 16:53

I will like to be a ble to create a Shortcut report (from Documents). Maybe in a simlar way we pull File reports.

1

• Official comment

  

  Margaret Campbell

  • January 22, 2020 23:02
  • Edited

  This feature has been completed:
  
  
• 

  Virginia Espana

  • December 10, 2018 16:25

  Got an update on this request?

  1
• 

  Wes Kliewer

  • December 11, 2018 19:06

  Thank you for your request Virginia. I have heard similar requests and encourage anybody with similar requirements to participate in this request. More specifically, let's say you have SharePoint folder structures for each project. It would be nice to have a report listing your projects along with the link to SharePoint for each one without having to navigate through each project documents section first.

  0
• 

  PI Marketing

  • December 11, 2018 19:27

  Hi Virginia,

  You should be able to run a Shortcut report right from the Reports screen:

  1. Click the Reports icon (the pie chart) in the header
  2. Click Miscellaneous
  3. Click Create Search
     
     
  4. In the Advanced Search Options, expand the Type drop-down and scroll to the bottom to find the Shortcut menu item; add it to the option list. Make any other additional filter selections and click the Search button
     
     
  5. You'll be presented a list of Shortcuts based on your query. You can always go back and re-adjust the Search criteria by selecting the Display icon
     
     
     
     

  Hope that helps!

  Happy Shortcut hunting!

  0
• 

  Virginia Espana

  • February 27, 2019 16:14

  Hi,

  This type of report is not really working for me, what will really help is to have the same display options as the File Reports.

   

  thanks,

  1
• 

  Jim Fuhring

  • February 27, 2019 16:41

  I'm using shortcuts to provide a link to third party vendors who are PMs for our projects. The shortcut allows me to provide them visibility to only the projects they need visibility / editing rights to. Having the ability to report on shortcuts would be useful for security audits. 

  1
• 

  Wes Kliewer

  • July 17, 2019 15:30

  The shortcut report is now available! Please try it and post suggestions here if you'd like changes or enhancements. As requested, we modeled the report very close to the file report interface.

  0

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