Difference between revisions of "Uploaded Documents Report"

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(Created page with "right ''Location in standard build:'' '''''Reports Tab > "General" section > Uploaded Documents'''' border The Uplo...")
 
 
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''Location in standard build:'' '''''[[Reports Tab]] > "General" section > Uploaded Documents''''
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[[file:up_rep1.png|900px|alt="a screenshot of the uploaded document report button highlighted in the report menu"]]
  
[[file:cl_UDR_1.png|border]]
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[[Uploaded Documents]] are attached to records (and can be linked to referrals).  This report displays details on the attachments uploaded to the system.
  
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[[file:up_rep2.png|alt="a screenshot of the uploaded document report entry criteria page. includes a date, document name, and document category field."]]
  
The Uploaded Documents report outputs data about [[Uploaded Documents]].
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* '''Start Date''' - Specify the earliest upload date to include on the report.
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* '''End Date''' - Specify the latest upload date to include on the report.
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* '''Document Name''' - This filters on the document name, type either the full name or part of the name to find a specific document.
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* '''Document Description''' - This filters on the document description, type either the full description or part of (words must be in the exact order).
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* '''Linked to Referral''' - This specifies to display all documents or those that have only been linked to a referral.
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* '''Category''' - Filter by a document category, [[Uploaded Document Categories]].
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* '''User Entered''' - Option to filter by the user that uploaded the document.
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* '''Forename/Surname Filter''' - Filter by the name of the person or organisation that the document is attached to.
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* '''Sort order''' - Specifies the display order of the report.
  
[[file:cl_UDR_2.png|border]]
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Click the 'Display in Browser' button to run the report, or 'Export to Spreadsheet'.
  
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[[File:up_rep3.PNG|900px|alt="a screenshot of the results for the uploaded document report. Including columns for client name, document name, document upload date."]]
  
===Report filters===
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The highlighted document has been added using the linked file feature (see [[Operational Rules|Operational Rules - Allow SharePoint document linking]]), this has been uploaded to a different system and the user has entered the link to the file.
 
 
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''' <!-- this is currently broken (13/6/17) -->
 
 
 
 
 
===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.
 
 
 
  
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To access the [[Blue Folder Lookup]] tool click on the [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] icon.
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:27, 13 June 2017 (BST)
 
 
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[[Category:Reporting]]
 

Latest revision as of 11:50, 29 February 2024

Helpheader small.png

"a screenshot of the uploaded document report button highlighted in the report menu"

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

"a screenshot of the uploaded document report entry criteria page. includes a date, document name, and document category field."

  • 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'.

"a screenshot of the results for the uploaded document report. Including columns for client name, document name, document upload date."

The highlighted document has been added using the linked file feature (see Operational Rules - Allow SharePoint document linking), this has been uploaded to a different system and the user has entered the link to the file.

To access the Blue Folder Lookup tool click on the Icon bluefolder.PNG icon.


Helpheader small.png