Uploaded Documents Report

Uploaded Documents are attached to records (and can be linked to referrals). This report displays details on the attachments uploaded to the system.

• Start Date - Specify the earliest upload date to include on the report.
• End Date - Specify the latest upload date to include on the report.
• Document Name - This filters on the document name, type either the full name or part of the name to find a specific document.
• Document Description - This filters on the document description, type either the full description or part of (words must be in the exact order).
• Linked to Referral - This specifies to display all documents or those that have only been linked to a referral.
• Category - Filter by a document category, Uploaded Document Categories.
• User Entered - Option to filter by the user that uploaded the document.
• Forename/Surname Filter - Filter by the name of the person or organisation that the document is attached to.
• Sort order - Specifies the display order of the report.

Click the 'Display in Browser' button to run the report, or 'Export to Spreadsheet'.

The highlighted document above is a linked document, this has been uploaded to a different system and the user has entered the link to the file.

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