Documents in issue not showing in document report

Question

We need a "document report" that lists the documents associated with each issue. For example, if Issue 1 contains three documents, the report should display those three documents under Issue 1. However, the documents are currently not appearing in the document report by default.

The only workaround I've found is to go into the documents list view within each issue and make an edit in a custom column (either free text or a selectable option). After editing, the documents appear in the report.

Ideally, we want the documents to show up in the report automatically, without needing any manual edits. Our goal is to organize the report by grouping it first by issue status and then by issue name, allowing us to see the documents listed under each issue.

skyehansen · Answer

if documents do not show up on your document report, it would indicate that something is wrong with the filter (i.e. your filter is not pulling in the documents that are being uploaded). Are you able to explain why this is the case? Or maybe even post the filter that this report is using?

It also sounds like at some point a decision was made that the only items that should show up on your report are files where you have edited a custom column. Why was this decision made? Did this team specifically start out wanting to exclude some uploaded files, before changing their mind?

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