Difference between revisions of "Uploaded Documents Report"
From Charitylog Manual
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The Uploaded Documents report outputs data about [[Uploaded Documents]]. | The Uploaded Documents report outputs data about [[Uploaded Documents]]. | ||
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* '''Category''' - choose to report on particular [[Uploaded Document Categories]] | * '''Category''' - choose to report on particular [[Uploaded Document Categories]] | ||
* '''User Entered''' - the user that uploaded the document | * '''User Entered''' - the user that uploaded the document | ||
| − | * '''Forename/Surname Filter''' | + | * '''Forename/Surname Filter''' |
Revision as of 12:38, 19 September 2018
The Uploaded Documents report outputs data about Uploaded Documents.
Report filters
You can filter the output by:
- Start Date and End Date
- Document Name - this is a text field, and partial matches are allowed. This refers to the Document Name field from when the file is uploaded - note that this is not necessarily the file name.
- Linked to Referral - Uploaded Documents can be linked to Referrals, although they don't have to be (each document can only be linked to one Referral).
- Category - choose to report on particular Uploaded Document Categories
- User Entered - the user that uploaded the document
- Forename/Surname Filter
Output options
You can order the reporting output by:
- Date Order - the date the document was uploaded
- Filename Order
- Document Owner (Name) Order - this is the name of the org/person to whom the document is linked, not the name of the person who uploaded it.
