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

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Level 10

9/27/24

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

Why is this feature important to youWe 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

 

Screenshot 2024-09-27 at 9.44.33 AM.png

2 Comments

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Community Advisor

9/27/24

 

Good point @Kiersten_K,

 

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