Uploaded Documents Report

From Charitylog Manual
Revision as of 12:31, 19 September 2018 by Rduheaume (talk | contribs)
Jump to: navigation, search
Helpheader small.png

Location in standard build: Reports Tab > "General" section > Uploaded Documents'

File:Cl UDR 1.png


The Uploaded Documents report outputs data about Uploaded Documents.

File:Cl UDR 2.png


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.



Helpheader small.png