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The Reports Setting section allows you to define the settings for each report (report name, titles, legal text, digital signature properties, etc. See Reports - Report Types for specific setting information). Depending on the type of report you are working with (Activity or Lab Test) you will see different options.
| Setting | Description |
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| Report Name | - Name for the report design
- Not to be confused with the Report Title (below)
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| Report Code | - Short name / code for the report
- Must be unique across the system
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| Default Title | - Default title of the report
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| Alternate Field Title | - Tile of the report that will override the Default Title if the report is generated from the Field module
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| Alternate QC Title | - Tile of the report that will override the Default Title if the report is generated from the QC module
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| Allow Alternate Report Title At Run Time | - Gives the user generating a report the option to override the Report Title
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| Standard | - Discloses an operational standard that the report meets / is for (i.e. ASTM 1234)
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| Digital Signature Configuration | - Assigns the digital signature profile / option that is available for this report
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| Send Field Reports To | - Allows generated Field Reports to be sent to Quality Control for report review or, straight to Delivery
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| Display File Uploads | - Allows for configuration for all file uploads to display or, just uploads on the report template
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| Repeat Table Headers | - If a table extends to a subsequent page, column headers can be set to display again, at the top of the subsequent pages
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| Field Legal Text | - Legal text appearing at the bottom of the report if generated from the Field module
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| QC Legal Text | - Legal text appearing at the bottom of the report if generated from the QC module
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| Allow Field Signature Capture On Field Reports | - Determines if a field signature can be captured when generating the report from the Field module
- A field signature is similar to signing for a courier delivery - report recipient would "sign off" on the screen that the report has been delivered
- The signature obtained is part of the Field report generated
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| Report Image | - Allows for uploading of static image onto report
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| Report Text | - Allows for static text to display at bottom of report's body
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| Show Report Date In Header | - Displays the data of which the report was finalized and created in the header (not necessarily the same date as the activity / data).
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| File Name | - Format of the file name generated for the report
- Placeholder variables can be used to configure the file name
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| Description | - Format of the report description metadata generated for the report
- Placeholder variables can be used to configure the report description, including {{SetNumber}} to return the sample's set number
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| Include Description For Associated Reports | - If associated report(s) exists, a short description of the will appear near the end of the body of the report (similar to a table of contents)
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| Apply Page Break On Every New Record | - Inserts an automatic page break when multiple form records are included in one report
- The start of each form included on the report will appear at the top of a a page
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| Show In Report Associations | - Allows for report type to be in available list of reports that can be associated to other reports
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| Show In QC Draft Report Filter | - Allows for report type to be added as an option in Report Type filter (picklist) in QC Draft Report module
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| Show In Delivery Report Filter | - Allows for report type to be added as an option in Report Type filter (picklist) in Delivery module
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| Allow Emailing On Finalize | - Allows for the person finalizing a report to also email the report as part of the finalization process
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| Allow Publishing On Finalize | - Allows for the person finalizing a report to also make the report public in AgilePort
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| Allow Override Digital Signature Configuration On Projects | - Allows for user to apply a different digital signature type, based on project specification setting. (i.e. Typically sign this report but, for specific project, need to apply a seal instead)
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| Internal Report | - Yes = Report is used primarily for internal operations
- No = Report is used primarily for distribution to clients / customers
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| Type | - Form type the report is for
- System value that is not editable
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| Header And Footer Type | - System = Standard MetaField report header / footer assigned
- Custom = Report designer is able to design their own header / footer using the Report Designer
- None = No header / footer is included on the report
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| Allow Distinct Header And Footer On Each Record | - Displays if Header And Footer Type = Custom
- Displays if Allow Distinct Header And Footer On Each Record = Yes
- This setting will force a distinct header value for each underlying form instead of combining / concatenating / taking the first value when there are multiple values to report
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| Custom Paging Placeholder | - Displays if Header And Footer Type = Custom
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| Number Of Elements | - Count of the number of elements in your report design (label,field value, line, panel, etc. are all examples of elements)
- Report designs are limited to 500 elements
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| Warning |
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When PDF files are uploaded to Activity records you have the option to add these documents to the report or to not allow these to display. By default all PDF documents will be apended to the end of a report. If you would like to control which fields that contain file uploads are actually added to the report, change the "Display File Uploads" field found under Report Settings to "Added to Report Template". When this option is selected you must add the field to the report template in order for the uploaded PDF documents be added to your report. 
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To allow for faster addition of Form Fields, several additional elements are preconfigured for you upon dropping a Field onto a form. For example text based field types (Number, Text Area, Multiple Choice, etc.) are dropped onto the report as two Labels (one for the field label and one to display the field value) wrapped inside Panel component. After a Field has been added, all of these components can be altered to fit your needs.
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| Step | Description | Example (Click Image to Enlarge) |
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| 1. | Go to the elements tab and add a line component as the last element inside the Panel. | Info |
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This line will be rendered after each grid record, including the last record. To suppress the line after the last record, proceed to step 2 and 3. |
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| 2. | Select the line and open the Properties tab. |
| 3. | Type last() inside the Hide Expression property to hide the line in the last row. |
Working with Images
How to fix stretched images
To keep the aspect ratio of your images, set a value only for one of the size properties: Width or Height.
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