Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Is there a way to pull a report of all of the documents that are related to a particular key control and its related fields?

Answered
Request Demo

I'd like to create IPE reports on a process level. A report that will pull of the fields from the "Documents" section of the Data tab that we have aligned to a process or key control. Is this possible?
0

Comments

1 comment

Date Votes
  • Donna White
    Your CSM can build you a report. I use one called IPE report and it lists all the reports and the control that they are associated with.  I am including a screen shot of the fields in my report but you might be able to modify this if you ask your CSM to do so. This information is added to the control's IPE section. I hope this helps.


    0

Please sign in to leave a comment.