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Adding Activities to Reports
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Only records in the status of Complete can be added to an Activity report. If needed, make sure you update the status before you try to create a report. |
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| You can only add Activities with the same Form name to a report. |
To create a report, select one or more Activities in the status of Complete with the same form name and choose one of the report buttons: Preview Report, Create Draft Report, Finalize Report.
If you selected more than one Activity you will receive a popup that will allow you to set the order in which your Activities will appear on the report.
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