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Link to attachments available in Reporting

Ben Mason 7 months ago in Insights / Reporting updated by Eric Teitsma 6 months ago 1

We currently utilize operational reporting which can include links to attachments.


Use Case: Reports are utilized to facilitate reviews of high volumes of data, and reviewing critical attachments is part of the reviews by displaying a link to the attachment directly on the report. This was previously available in base product, then an update removed this capability. It was put back in place as a customization. It needs to be implemented in the product to avoid disruption of operational reviews. Our use case has an extremely high volume of tasks/reviews processed by centralized operational teams (thousands), therefore reporting is utilized to streamline the review process including links to the attachments (Ex. Invoice attachments, the actual invoice record). Removing the attachment links from the operational reporting increases the click stream for every single review and ultimately adds significant time to the review process; limiting the volume of work each individual resource can perform.


This has been discussed previously over the years, but I do want to emphasize the criticality of the functionality.

Reporting / Analytics