Table of Contents

Purpose

The general process of finalizing a report is outlined below. The process of finalizing a report is generally the same across all QC modules.

Report Metadata / Settings

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	Alternate title for the report This field will only display if the report has been configured by your Administrator to allow Alternate Titles
Report Label	Select one or more a report labels from the dropdown (not required) Report Labels are controlled by your Administrator
Description	You may type in a description Desciption will not display on the report Can be included in the AgilePort file name or emailed report file name
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
Digital Signature Username	AgileStamp username Can be remembered / default if contigured by your Administrator
Digital Signature Password	AgileStamp password
Make Public	Allows you to make a report visible (external customer facing) in AgilePort 3.0
Finalize Report & Email (Button)	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

Email Metadata / Settings

If a report has been configured to allow emailing of the report and the user has rights to email reports, a Finalize Report & Email button will appear at the bottom of the pop up mentioned above. If that is button is clicked, the following pop up will appear.

Field	Description
From (Full Name)	Full name of the person sending the email Will default to the current user's full name
From (Email)	Email address of the person sending the email Will default to the current user's email address
Message	Email body Defaults to the Report Email Message text defined in Administration
Send Reports To Me	If selected, sends a copy of the email to the sender
Add Recipient (Button)	Ad hoc recipients can be added to the report distribution list
Recipient List (Grid)	Listing of individuals from the Distribution list in Specifications that will receive the report Click the icon in the Recipients column to see who the defined recipients are Removing a check mark from a recipient listing will omit that individual from the email