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Purpose
Activity reports Reports are created / designed by your MetaField Administrators. A unique report must be created for each Form in order for a report to be generated from Quality Control.
Your MetaField administrators can configure the following on reports:
- Fields and Field Order on reports
- If report should be orientated Landscape or Portrait
- Report title and Legal Text (Activity reports can have different titles based on where the report is being generated from Quality Control of Field)
Adding Activities to Reports
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Only records in the status of Complete can be added to an Activity report. If needed, make sure you update the status before you try to create a report. |
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To create a report, select one or more Activities form records in the status of Complete with the same form name and choose one of the report buttons: Preview Report, Create Draft Report, Finalize Report.
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If you selected more than one Activity form record you will receive a popup that will allow you to set the order in which your Activities form records will appear on the report.
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The fields that display for you to identify
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form records are configurable based on the settings in Admin.
Finalized Report Metadata
When finalizing a report, a pop ups will appear containing the additional report metadata outlined in the table below along with fields necessary to email the report, if applicable.
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See QC - Finalize Reports (All Areas) for details on the report finalization process.
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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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- Only displays if report numbering is turned on for your organization and this is the first report created for this project
- Allows you to set the first number for this report type. If no value is added, system will start with 1.
- Enter a whole number from 1-999,999
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- Enter a note that will display on the final report
- Maximum number of characters is 25
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- This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
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- Select one or more a report labels from the dropdown (not required)
- Report Labels are controlled by your Buisness Administrator
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- You may type in a description
- Desciption will not display on the report
- If your firm uses AgilePort, the Description can be used as part of the file name when your report is published
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Digital Signature
Digital Signature Username
Digital Signature Password
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- This option will only appear if your Administrator has permitted this type of report to be digitally signed
- This option will not appear when creating a Draft Report
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- Allows you to make a report visible (external customer facing) in AgilePort 3.0
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- Finalizes the report and opens the email metadata screen
- Recipients from your Distribution list in Specifications default in the Recipients area (can be removed if needed)
- Additional email recipients can be added using the Add Recipient button
Discrepancy Reports
Discrepancy Reports (Activity Records Only)
An Activity discrepancy report contains discrepancies identified in Activity records.
- The fields that display on the report itself can be modified by your MetaField Administrator.
- A discrepancy report can only be generated from Quality Control.
- The discrepancy report lists discrepancies found on a single project, grouped by the status open or closed.
- You can choose which discrepancies appear on the report by selecting the discrepancy item(s) first.
- If no discrepancy items are selected, all discrepancies for that project will appear on the report.
Creating a Discrepancy Report
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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. |  |
Creating Batch
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Reports
There are times where it is helpful to create Reports reports for multiple activities form records at the same time. You can do this using the Create Batch Report button above the activity form record grid. Simply mark the activities records you want to report and click the Create Batch Report button. A preview window will be presented that allows project managers to review and select if each report should be deleted (not approved), saved as a Draft report (Draft Reports QC workflow) or Finalized. Report metadata only needs to be supplied once and is common for ALL reports processed as part of the Batch Activity Report batch report workflow.
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When using this functionality, you are required to select activity form records from the same Report Type. |
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The Report Review screen allows you change the Label and Description for individual reports. |