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Table of Contents
Table of Contents

Purpose

Creating a consolidated report allows you combine multiple report files in Delivery into one file.

Creating a Consolidated Report

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Select the checkbox next to the appropriate project(s) and click Open.

Tip

You may open multiple projects at once if you wish to consolidate reports from them.

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From the Create Report popup click and drag the blue bars representing each of the reports into the order you would like them to appear within the Consolidated Report.

Select Include Cover Sheet to add an option cover page to your report.

When the reports are in the correct order, select OK.

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You will be presented a preview of your Consolidated Report. You can page through the report using the scrollbar and save or print it locally using the controls available on your PDF viewer. Select Save Report to save the report in Delivery.

Info

Both the Report Type and the Report Description will appear on the cover sheet report grid. If one or more reports contained within your consolidated report contains a report number, the report number will be displayed on the cover sheet report grid.

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titleConsolidated Reports

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To create a consolidated report, select the reports in Delivery that you want to consolidate (combine). Assign the Consolidated Type (options defined in Administration). This gives the consolidated report a business-friendly name and helps identify the contents of the report. The order of the individual reports can be controlled by clicking an dragging the report names up / down to the appropriate position.

You can optionally include a cover sheet that will be placed in front of your underlying reports. The cover sheet will have a table of contents where the report name can be clicked in the PDF file to navigate directly to the underlying report.

Consolidated reports can digitally signed. If you want to sign the report with a signature graphic, a cover sheet must be included.

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tip
Info
titleConsolidated Reports
  • The original reports you combined to create this consolidated report will remain in Delivery. 
  • If you chose to sign the report, it will have the Status of FinalIf you did not sign the report, it will have the status of Complete.
  • When you create a consolidated report, the various sections of the report will be outlined as bookmarks in the Bookmark pane of your PDF viewer /software. In addition, if you include a cover sheet in your consolidated reports, the individual report titles on the cover sheet can be clicked to jump to that report in the PDF file when viewing the report on your screen
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Warning

If you use the Chrome browser and generate a Consolidated report, it may appear that the process hangs because your report preview does not generate. This is a known limitation because of Chrome's built in PDF viewer and the uniqueness of the Consolidated report PDFs. Suggested work arounds:

  • Continue to click through the process and save your report even though you do not see a preview of the report.
  • Disable Chrome's built in PDF viewer and use a plugin like Adobe Acrobat Reader instead
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