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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?

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  • Comentário oficial
    Isabel Messore
    Update as of 2026: Customers can now build this report themselves using Report Builder,  no need to rely solely on your CSM!
     
    Users with the Data Configurations role, can create a report anchored on Control, then traverse to the connected Document data type to pull all documents (e.g., IPE/Key Documents) linked to each control, along with any related fields.
     
    If you don't yet have Report Builder access, you can still go Donna's route and submit a request to your CSM or PSM to have the report built for you!
  • 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.


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