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Creating a Consolidated Report
| Step | Description | Example |
|---|---|---|
| 1. | From Delivery, search for the projects from which you plan to consolidate reports. |
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| 2. | Select the checkbox next to the appropriate project(s) and click Open. You may open multiple projects at once if you wish to consolidate reports from them. |  |
| 3. | From the Report Review screen, select the checkbox next to the desired reports and click Create Consolidated Report. |  |
| 4. | From the Create Report popup click and drag the blue bars representing each of the reports into the order you would like them to appear within the Consolidated Report. Select Include Cover Sheet to add an option cover page to your report. When the reports are in the correct order, select OK. |  |
| 5. | You will be presented a preview of your Consolidated Report. You can page through the report using the scrollbar and save or print it locally using the controls available on your PDF viewer. Select Save Report to save the report in Delivery. Both the Report Type and the Report Description will appear on the cover sheet report grid. If one or more reports contained within your consolidated report contains a report number, the report number will be displayed on the cover sheet report grid. | |
| 6. | Complete the fields in the Finalize Report popup and select Finalize. |  |
Consolidated Reports
- A new report is created and displays on the Report Review screen with a Type of Consolidated.
- 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.
If you use the Chrome browser and generate a Consolidated report, it may appear that the process hangs because your report preview does not generate. This is a known limitation because of Chrome's built in PDF viewer and the uniqueness of the Consolidated report PDFs. Suggested work arounds:
- Continue to click through the process and save your report even though you do not see a preview of the report.
- Disable Chrome's built in PDF viewer and use a plugin like Adobe Acrobat Reader instead.