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Finalized Report Metadata
When finalizing a report, a pop ups will appear containing the additional report metadata outlined in the table below along with fields necessary to email the report, if applicable.
See QC - Finalize Reports (All Areas) for details on the report finalization process.
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When an Activity report is finalized, all Activity records that were added to the report will automatically be marked as reviewed. |
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- Enter a note that will display on the final report
- Maximum number of characters is 25
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- This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
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- Select one or more a report labels from the dropdown (not required)
- Report Labels are controlled by your Buisness Administrator
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- 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
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Digital Signature
Digital Signature Username
Digital Signature Password
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- 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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- Allows you to make a report visible (external customer facing) in AgilePort 3.0
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Discrepancy Reports
An Activity discrepancy report contains discrepancies identified in Activity records.
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