Participant Documents Report

You can find the Participant Documents Report by navigating to the Reports page in Astalty and selecting Participant Documents.

This report is only accessible by Users with Admin role assigned.

Report Overview

This report provides an overview of all Participant Documents stored within the system.

The report displays key document information, allowing you to search, filter, and review documents across all participants.

If you do not have access to view all participants, you will only see documents related to your assigned participants.

Report Columns

The report includes the following columns:

• Document Name – The name of the uploaded document

• Participant – The participant the document is associated with

• Categories – The category assigned to the document

• Uploaded Date – The date the document was uploaded

Search

You can search for documents by entering a document name in the search field.

The report will update automatically to display matching results.

Available Filters

To apply filters, click on the filter icon and select the filter you would like to use.

Participant

Use this filter to view documents for a specific participant.

Status

Filter documents by their status.

Categories

Filter documents based on assigned categories.

File Types

Filter documents by file type (e.g. PDF, image, document).

Using the Report

Use the Participant Documents Report to:

• Quickly locate documents across participants

• Filter documents by category or file type

• Review uploaded documents and their details

• Maintain visibility over participant documentation

Sorting Results

Clicking on a column header will reorder the results based on that column.

This allows you to quickly organise documents by:

• Upload date

• Participant

• Document name

Document Actions

Each document in the report includes additional actions available via the menu (3 dots) at the end of the row.

These actions include:

• Viewing the document

• Viewing the Participants Document page