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The Delivery module is the repository of created reports in MetaField. It stores both MetaField-generated reports and other project-related reports that are optionally uploaded into Delivery. There are a variety of actions that can be performed on reports in the Delivery module.

Info

It is important to understand that the Delivery module stores reports that have been generated in other areas of MetaField or in non-MetaField applications. They are static (point-in-time) reports. Changing the underlying data on a test or sample will not impact reports in Delivery at all. A new report will need to be created from the source module / application and finalized or uploaded into the Delivery module.

Create a Consolidated Report

See Delivery - Consolidated Reports

Upload a Report

PDF files from other applications can be uploaded into MetaField's Delivery module. To upload an external report (PDF) in Delivery, simply click the Upload button and browse to the report you wish to upload. A dialog box will appear that allows you to browse to the PDF file you wish to upload along with giving you the option to digitally sign the report (without a signature / seal graphic). Choose the file you want to upload, providing a Description and an optional Report Label. All uploaded reports will have a report type of Uploaded assigned to it.

Image RemovedSee Delivery - Upload Reports

Sign a Report

Publish a Report

Download A Report

Reports can be downloaded individually or in batch. Click the disk icon in the report record to download a copy of an individual report PDF file. Click the Batch Download button to download multiple reports at the same time, which will place them all in a single .zip file that will be downloaded.

Batch Print Reports

Reports can be printed in batch. Simply select the reports you want to print and click the Batch Print button. A consolidated PDF will be created with all of your underlying reports that can be sent to your printer.

Edit Report Metadata

When reports are created, users can supply an optional Description and Label. These values can be updated in Delivery by using the Edit Description and Edit Report Label buttons.

Mark Report As Delivered

 

 

 

 

 

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StepDescriptionExample
1.
  • From the MetaField™ home page, select Delivery.
2.
  • On the Delivery Search screen, search for the project(s) that the report(s) are associated with.



3.
  • Select the project(s) you would like and click Open.


4.
  • Select the checkbox next to the report you would like to print and choose Batch Print.



5.
  • Select any reports that you would like marked as Delivered. and then choose View Report.
6.
  • A PDF window will open with all the reports selected. You may print or save these reports as needed.
 

 

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