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Document Report – View and Track Uploaded Files

The Document Report gives you a centralised overview of all uploaded documents. Easily open files directly in the Document Viewer from the Reports tab and use custom time filters to quickly find documents uploaded within a specific period.

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Written by Sophie
Updated over a month ago

Document Report

You can now track all uploaded files in one place:

  • Open documents in the Document Viewer under the Reports tab with a single click

  • Set a custom time frame to filter uploaded files

  • View the status of each file

  • Jump directly to the linked user.

📔 You can export the report to Excel — the file will look just like the table shown above, including:

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