Uploaded Documents Report

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File:Cl UDR 1.png

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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  • 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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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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