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Shree PrashantShree Prashant 

Reporting on Notes and Attachments

Hi,

My problem statement:
Need some kind of reporting to be carried on Notes and Attachments, which reports on total amount of file and total file size uploaded by a user or by particular PROFILE of users.

Any link to free app or any suggestion highly appreciated.


Best Answer chosen by Moderator (salesforce.com) 
Aiden MartinAiden Martin
It's not as pretty as a report but you can easily use the Excel Connector to query the Attachment or Notes objects to see who has created records.  You can also use the Data Loader to export this info but I like the Excel Connector because I can filter on create dates and it returns the Owner ID as an actual name instead of an alphanumeric code. (sorry no profiles) The Notes object doesn't show the size of the record but the Attachment object does. 

BE WARNED, don't include the "Body" column in your query of the Attachments object as it will try to download the actual contents of the attachment into a single Excel cell.

Aiden

All Answers

Matt BrownMatt Brown
There is nothing to enable you to report on Notes and Attachments I am afraid. There has been a couple of question on here recently regarding this. The overwhelming suggestion is to use tasks to record your notes.
Brad GrossBrad Gross
Dispise Notes. Dispise Notes. Dispise Notes

You can also go into Setup and Data management and see the worst offenders on data uploads as well as which files are consuming the most space. Kinda fun to peek in there....


Aiden MartinAiden Martin
It's not as pretty as a report but you can easily use the Excel Connector to query the Attachment or Notes objects to see who has created records.  You can also use the Data Loader to export this info but I like the Excel Connector because I can filter on create dates and it returns the Owner ID as an actual name instead of an alphanumeric code. (sorry no profiles) The Notes object doesn't show the size of the record but the Attachment object does. 

BE WARNED, don't include the "Body" column in your query of the Attachments object as it will try to download the actual contents of the attachment into a single Excel cell.

Aiden
This was selected as the best answer
Hira LeeHira Lee
While working on my project, I realised that reporting on Notes and Attachments is not natively available. Hence, decided to create custom page so that user is able to search for Notes and Attachments and filter result by Objects, record, owner, Created Date range.

User-added image

Search result columns are sortable and user may click on View/Delete link to perform respective actions on Notes/Attachments. I am sharing free manage package link and looking forward to comments on improving utility.

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000REVO

Thanks,
Hira
Jarrod SartainJarrod Sartain
Thanks Hira Lee, great tool. Just sent a note, about adding the "Notes Owner" value to your columns displayed; regular Owner field works for attachment object only it would appear.