Customize View

Other versions

This section describes how SharePoint administrators can customize View for SharePoint Farm Reports. It is possible to adjust Filters, Column order (as well as adding or removing certain columns) and also change the “Sort by” and “Group By” settings.

You can customize your reports in a few different ways:

From SPDocKit 6.2 version onwards, you have the ability to add or remove columns.

Following reports has these new columns, and they are all located in Permissions Reports section

  • Unique Permissions – Unique Permissions, Url, Object Type, Last Modified, Created On.
  • Group Members report – Principal Username, Email, Account Enabled,  Type.
  • Member Of – Principal Username, Email, Account Enabled, Type.
  • All Farm Users – Email.
  • Users with Privileged Access – Principal Username, Email, Account Enabled, Type.
  • Detailed Permissions reports (Subsite/List/List item) – Principal Username, Email, Account Enabled.
  • Hierarchy reports  (Site Collection/Subsite/List) – Principal Username, Email, Account Enabled, Type, Unique Permissions, Url, Object Type, Last Modified, Created On.
  • Site Structure – Unique Permissions, Url, Object Type, Last Modified, Created On.
  • Unmodified Content – Unique Permissions, Url, Object Type, Last Modified, Created On.

Go to the View tab, select the Choose Columns button and list of the available columns will appear. You can drag and drop them, or simply double click the column, and it will “go” on the report.

Please note that for each report only the available columns will appear in the Choose Columns window.

SPDocKit 6.2 Choose Columns

Select which column to adjust and group the data by. Use the drag and drop method to rearrange them.

SPDocKit Features List customization

Set the Filters by selecting the date and feature scope.

SPDocKit-Customize-Filters

d) Click the filter options on each column, such as the Scope, Version or Custom options. You can adjust them in an ascending or descending order. You can even permute the column order by clicking on the column name and drag and dropping it.

SPDocKit-Customize-Header

Once you have rearranged and customized your view, you can save it as your custom view.

SPDocKit Rearrange Customized View

Also, you can Export reports as a PDF, XLSX or DOCX file, and Delete or Rename them by using icons from the Customize section of the ribbon.

There are two built-in views that enable showing or hiding FeatureID and Hidden Features. For expanding or collapsing groups, use the same named icons from the View section of the ribbon or double-click the selected group.

Click on the Reset Layout button to return to the default view with no user-made changes.