...
To create a consolidated report, select the reports in Delivery that you want to consolidate (combine). Assign Click 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.
Image RemovedReport button to begin the report consolidation process.
| Setting | Purpose |
|---|
| Consolidated Type | - Listing of the different Consolidated report types defined in Administration
- Allows for categorization of different types of consolidated reports
|
| Original Page Numbers | - If checked, the underlying report page numbers will NOT be updated to be sequential within the overall consolidated report - the original page numbers will not change
|
| Report Order | - Click and drag the different report bars to rearrange the underlying report order
- The table of contents on the cover sheet (if included) will reflect this defined report order
|
| Include Cover Sheet | - If check, a cover page will be placed at the front of the consolidated report
- The cover page will include an active table of contents
- The cover page will optionally include a distribution list (see below)
- The cover page will optionally include user-entered notes / text (see below)
|
| Include Distribution List | - Project-defined distribution list (name, company) will be included as a table on the report below the table of contents
- Can only be defined if Include Cover Sheet is true
| Warning |
|---|
The distribution list will ONLY include names as defined n Project Specifications. It will NOT include changes to the distribution made when defining the email parameters for a report transmission (i.e. the table will NOT include additional names added when defining the report email details). |
|
| Report Note | - Report note that will appear in the upper-right corner of the cover sheet
- Can only be defined if Include Cover Sheet is true
|
| Office | - Office you want the report associated with / office address you want to appear on the cover sheet
- Can only be defined if Include Cover Sheet is true
|
| Notes | - Free-form text that will appear on the cover sheet above the table of contents
- Rich text formatting controls can be used to format the body of text
- Can only be defined if Include Cover Sheet is true
|
Image Added
| Info |
|---|
| title | Consolidated 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 Final. If 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.
- Consolidated reports can digitally signed. If you want to sign the report with a signature graphic, a cover sheet must be included.
|
Consolidated Status
Individual reports placed on a consolidated report will remain in Delivery. These reports will have a Consolidated status assigned to them to indicate that they have been placed on a consolidated report. In addition, there will be a Reported On icon that appears on the right side of the Delivery grid so you are able to see the relationship between the individual report and the consolidated report it was placed on.