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?
已回答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
-
正式评论
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!
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请先登录再写评论。
评论
2 条评论