Difference between revisions of "Uploaded Documents Report"
From Charitylog Manual
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[[file:cl_UDR_1.png|border]] | [[file:cl_UDR_1.png|border]] | ||
| − | + | [[Uploaded Documents]] are attached to records (and can be linked to referrals). This report displays details on the attachments uploaded to the system. | |
[[file:cl_UDR_2.png|border]] | [[file:cl_UDR_2.png|border]] | ||
| + | * '''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'. | |
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| + | [[File:Report_uploads.PNG]] | ||
| + | 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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[[file:helpheader_small.png|right]] | [[file:helpheader_small.png|right]] | ||
Revision as of 13:09, 19 September 2018
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.
