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When finalizing a report, a pop up will appear containing the additional report metadata outlined in the table below.
| Warning |
|---|
When an Activity report is finalized, all Activity records that ertr added to the report will automatically be marked as reviewed. |
| Field | Description |
|---|
| Starting Report Number | - Only displays if report numbering is turned on for your organization and this is the first report created for this project
- Allows you to set the first number for this report type. If no value is added, system will start with 1.
- Enter a whole number from 1-999,999
|
| Report Note | - Enter a note that will display on the final report
- Maximum number of characters is 25
|
| Alternate Title | - This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
|
| Report Label | - Select a Report Label from the dropdown
- Report Labels are controlled by your Buisness Administrator
|
| Description | - You may type in a description
- Desciption will not display on the report
- If your firm uses AgilePort, the Description can be used as part of the file name when your report is published
|
| Digital Signature | - This option will only appear if your Administrator has permitted this type of report to be digitally signed
- This option will not appear when creating a Draft Report
|
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