TIP: Creating a checked out report to send to your users

Hi All,

When I'm ready to perform vault maintenance, I found it useful to email my vault users a list of the documents they have checked out and where they're checked out.

To accomplish this I create a search favorite (CHECKED OUT REPORT) that uses a custom Search Result column set containing 3 columns:

I use the Search Tool (instead of embedded search) so that I can open the results in Excel (using the Excel Open search result icon at the top of the search tool).

Once I run the search and open the results in Excel, I select View, Macros, View Macrosand Run the SplitCells macro (macro attached).

This creates a named worksheet tab for each user with a list of their checked out files.

I found that this type of report helps me debug any check-in issues we typically encounter.

Cheers,

Joy

SolidworksSolidworks Pdm enterprise Pdm