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To remove an association, click the Add Report Associations button, find the report you wish to delete and select the X icon.
Adding Activities to Reports
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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 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.
Finalized Report Metadata
When finalizing a report, a pop up will appear containing the additional report metadata outlined in the table below.
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| Field | Description |
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| 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
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| Report Note | - Enter a note that will display on the final report
- Maximum number of characters is 25
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| Alternate Title | - This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
- If allowed, this is an optional field
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| Report Label | - Select a Report Label from the dropdown
- Report Labels are controlled by your Buisness Administrator
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| Description | - This field will default to the test numbers added to the report
- You may type in an alternate description
- Desciption will not display on the report
- If your firm uses AgilePort, the Description will be used as part of the file name when your report is published
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| 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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