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To create a report, select one or more Activities in the status of Complete 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.
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The fields that display for you to identify Activity order are configurable based on the settings in Admin. |
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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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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| Step | Description | Example | |||||
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| 1. | Open Quality Control and select your project. Then select the Discrepancy Report button found beneath the filter panel. |   | |||||
| 2. | Select the discrepancies you want displayed on your report. You can filter your discrepancies by the fields that are added to the filter panel at the top of the screen.
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| 3. | Select on of the appropriate Report buttons, complete all required Report metadata. Your created report will now appear in Delivery. |   |