Reporting: Allow Data Exporting for Document & Document Version Report Types | Community
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KierstenKollins
KierstenKollins
New Participant
September 27, 2024
New

Reporting: Allow Data Exporting for Document & Document Version Report Types

  • September 27, 2024
  • 2 replies
  • 487 views

Description - Allow us the ability to export data for Document & Document Version Report Types from the report window

Why is this feature important to you - We need the ability to export this data on demand, just like any other report type. Currently, we have to send the report via email to access the data necessary for more robust reporting in Excel. Adding this feature would streamline our workflow by eliminating the extra steps and waiting time for the report to arrive in our inbox. 

How would you like the feature to work - Add exporting button like other report types to be able to export Excel, Tab Delimited and PDF documents

Current Behaviour - Does not exist; Current workaround is to send the report via email to retrieve excel file

 

    2 replies

    KierstenKollins
    KierstenKollinsAuthor
    New Participant
    September 27, 2024

    @doug_den_hoed__atappstore - Sure thing! I too thought it was odd that we cannot pull this data but hopefully that workaround makes it a little easier now. 

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    September 27, 2024

     

    Good point @kierstenkollins,

     

    I've often wondered why that Export button isn't available as it is on other reports (besides the obvious "documents are handled differently"). In the past, I have resorted to shift+drag to "screen cap" all of the data and then paste it into Excel, but am happily snitching your email the report workaround and filing it for future referene.

     

    Regards,

    Doug

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