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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.
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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
Publish a Report
AgilePort subscribers can publish reports from delivery to your AgilePort site. Simply select the report(s) you want to publish and click the Publish button. Your reports will be published to the appropriate project folder / sub folders on your AgilePort site.
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.
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Mark Reports As Delivered
Reports that have been delivered to your customers should be marked as Delivered in the Delivery module. Simply select the reports that have been delivered and click the Deliver button.
Mark Reports As Revised
In addition to the statuses in the Delivery Status column, there is also the option to flag a report as a Revision. To indicate a report is a revision, select the checkbox in the R column next to the corresponding report.
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