The Retention Modification Report displays information about records affected by retention policy changes. The report displays the old and new retention policies, the rules that determine the expiration date for records, and the number of affected records. The report also lists each record affected by the retention policy change.

Generate a Retention Modification report from the

Monitor Jobs

window when you run the Update Retention Policy job.

The Retention Expiration Summary Report displays information about expired records. The report displays the total number of expired records and the number of records on legal hold within a retention policy. It also displays the number of expired records and the number of records on legal hold for each entity.

Generate a Retention Expiration Summary report from the

Monitor Jobs

window when you run the Purge Expired Records job.

If your records belong to related entities, the Retention Expiration Detail report lists expired records so you can verify them before you purge expired records. The report displays the total number of expired records and the number of records on legal hold within a retention policy. For each expired record, the report shows either the original expiration date or the updated expiration date. It shows the updated expiration date if you change the retention policy after Data Archive assigns the policy to records.

If your records belong to unrelated entities, the Retention Expiration Detail report displays the total number of expired records and the number of records on legal hold within a retention policy. It does not list individual records.

Generate a Retention Expiration Detail report from the

Monitor Jobs

window when you run the Purge Expired Records job.