The Index Report provides a complete overview of the Data Room structure, including folders, documents, and placeholders. It also shows whether you accessed a file and which actions were performed on it.
A filter is available at the top of the report, allowing you to quickly sort by document type, permission level, or other criteria.
The report includes content from the main Index, the Other section, and the answer attachments.
Columns in the Index report for Managers, Contributors and Guests:
- Type: indicates if it is a folder, document or placeholder.
- Index: the index number (empty cell for Other Documents).
- Name: the name of the folder, document or placeholder.
- Description: the description of the folder, document or placeholder (if applicable).
- Ext: the extension of the document type. (for example .doc .pdf).
- Size (MB): the size of the document in MB.
- Pages: the amount of pages of the document.
- Permission: which download permission is set for the item.
- Date visible: the date and time the folder, document or placeholder was accessible for your role.
- Seen: indicates whether you have accessed the document in the Data Room or not.
- Last action: the last action you performed on the document, for instance viewed online or downloaded the document.
- Date last action: the date when you performed the last action to the concerning document, as mentioned above.
- Link: a link to the document or folder in Data Room.
Available only to buy side users:
- Reviewed: the document's review status.
- Assignees: the names of people assigned to review the item and their review statuses.