Activity Reporting

Table of Contents

About

Activity reports are created 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

You can only add Activities with the same Form name to a report.

To create a report, select one or more Activities 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.

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.

Field	Description
Starting Report Number	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
Report Note	Enter a note that will display on the final report Maximum number of characters is 25
Alternate Title	This field will only display if the report has been configured by your Business Administrator to allow Alternate Titles
Report Label	Select a Report Label from the dropdown Report Labels are controlled by your Buisness Administrator
Description	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
Digital Signature	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

Discrepancy Reports

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

Step

Description

Example

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.

If no discrepancies are selected, all discrepancies will be added by default

3.

Select on of the appropriate Report buttons, complete all required Report metadata.

Your created report will now appear in Delivery.