Delivery - Consolidated Reports

Table of Contents

Purpose

Creating a consolidated report allows you combine multiple report files in Delivery into one file.

Consolidating Reports

To create a consolidated report, select the reports in Delivery that you want to consolidate (combine). Click the Consolidated Report 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 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

Consolidated Reports

The original reports you combined to create this consolidated report will remain in Delivery.
The original reports you placed on a consolidated report will be put into a Consolidated status to indicate that they were placed on a consolidated report. You are able to filter on this status to find all reports that were placed on a consolidated report.
The original reports you placed on a consolidated report will have a Reported On icon show up on the right side of the grid. Clicking this icon will show what consolidated report the individual report was placed on.
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.