Required System Role: Standard User
Required Team Role: Viewer
- Select Reports > Reports.
- Select 'Create Report', then 'Tabular Report'.
- You can edit the name of the Report by selecting the edit symbol, typing and then selecting the tick to save.
- Select the Project(s) you would like to report on.
- Select 'Document' as the Entity.
- Select 'Continue'.
- Use the report filter to refine the data you would like to pull, then select 'Refine Search', you can add layers of filtering to get the results you're wanting (if you don't enter any search parameters, all visible records will automatically be displayed).
- If you want to run the report on only a few records, you can use the tick boxes to select what you would like to be included. Note that if any rows are ticked, all unticked rows will not be included in your report.
- Scroll down to the bottom of the page and select 'Continue'.
- You can give this specific report a name, this will also be the name of the downloaded file.
- Tick 'Include Attached Documents'.
- Select 'Generate Report'. (You can also save this as a Template for future use by selecting 'Save as Template').
- The Report will generate. You can close this pop-up window and continue using your system while the Report is generated in the background.
- When the Report is completed, you will receive a notification. You can download the file to save on your device.
- The file that will be downloaded will be a .zip file which will contain all the document attachments and a .csv report with the details of the document records. Once the .zip file is in your downloads folder, you should be able to use native functionality on your computer to extract the details.
- For example, on Windows, right-clicking on the folder will give you the option to extract all.
If you have any questions or concerns about the best way to handle this based on your organisation's security and file management requirements, we recommend reaching out to your IT team for guidance and assistance.
If you encounter any difficulties while downloading this report, it is possible that your computer's security settings may prevent the downloading of .zip files. We recommend reaching out to your IT team for additional assistance in resolving this issue.
Top Tips
You can download an individual Document attachment by clicking the small 'Download' button on the Document's profile. 
Last Modified: 15/09/2025