Setting | Description |
---|
Report Name | - Name for the report design
- Not to be confused with the Report Title (below)
|
Report Code | - Short name / code for the report
- Must be unique across the system
|
Default Title | - Default title of the report
|
Alternate Field Title | - Tile of the report that will override the Default Title if the report is generated from the Field module
|
Alternate QC Title | - Tile of the report that will override the Default Title if the report is generated from the QC module
|
Allow Alternate Report Title At Run Time | - Gives the user generating a report the option to override the Report Title
|
Standard | - Discloses an operational standard that the report meets / is for (i.e. ASTM 1234)
|
Digital Signature Configuration | - Assigns the digital signature profile / option that is available for this report
|
Send Field Reports To | - Allows generated Field Reports to be sent to Quality Control for report review or, straight to Delivery
|
Display File Uploads | - Allows for configuration for all file uploads to display or, just uploads on the report template
|
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
|
Field Legal Text | - Legal text appearing at the bottom of the report if generated from the Field module
|
QC Legal Text | - Legal text appearing at the bottom of the report if generated from the QC module
|
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
|
Report Image | - Allows for uploading of static image onto report
|
Report Text | - Allows for static text to display at bottom of report's body
|
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).
|
Show Report Time In Header | - Displays the time of when the report was finalized and created in the header (not the time that the activity/data was entered)
- Show Report Date in Header setting must be selected to see this option
|
File Name | - Format of the file name generated for the report
- Placeholder variables can be used to configure the file name
|
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
|
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)
|
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
Info |
---|
For reports using Multi-record/Grouped record grid elements, this setting should not be used. |
|
Show In Report Associations | - Allows for report type to be in available list of reports that can be associated to other reports
|
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
|
Show In Delivery Report Filter | - Allows for report type to be added as an option in Report Type filter (picklist) in Delivery module
|
Allow Emailing On Finalize | - Allows for the person finalizing a report to also email the report as part of the finalization process
|
Allow Publishing On Finalize | - Allows for the person finalizing a report to also make the report public in AgilePort
|
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)
|
Internal Report | - Yes = Report is used primarily for internal operations
- No = Report is used primarily for distribution to clients / customers
|
Test List Report | - Yes = Only reports marked with "YES" can be viewed when clicking on the Print early Test List
- No = Only reports marked with "NO" are listed in "Preview Report"
|
Type | - Form type the report is for
- System value that is not editable
|
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
|
Allow Distinct Header And Footer On Each Record | - Displays if Header And Footer Type = Custom AND Apply Page Break On Every New Record = Yes
- 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
|
Custom Paging Placeholder | - Displays if Header And Footer Type = Custom
|
Include WBS / Cost Summary | - No (default) = WBS and Cost summary is not included in report
- Yes = WBS and/ or Cost summary is included in report
|
Add WBS Fields | - This is only available if Include WBS / Cost Summary is toggled to Yes
- Yes = WBS fields are included in the summary report
- No = Only Cost summary is included and the WBS fields are not summarized on the report
|
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
|