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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
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.
Finalized Report Metadata
When finalizing a report, a pop up will appear containing the additional report metadata outlined in the table below.
Field | Description |
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Starting Report Number |
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Report Note |
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Alternate Title |
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Report Label |
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Description |
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Digital Signature |
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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 |
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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. | |
3. | Select on of the appropriate Report buttons, complete all required Report metadata and |