Uploaded Documents Report
From Charitylog Manual
Location in standard build: Reports Tab > "General" section > Uploaded Documents'
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.
Rob Kay - manual author (talk) 12:27, 13 June 2017 (BST)
