Reporting Form Records

Purpose

Reports are created / designed by your MetaField Administrators. A unique report must be created for each Form in order for a report to be generated from Quality Control.

Adding Activities to Reports

To create a report, select one or more form records in the status of Complete 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 form record you will receive a popup that will allow you to set the order in which your form records will appear on the report. The fields that display for you to identify form records are configurable based on the settings in Admin.

Finalized Report Metadata

See QC - Finalize Reports (All Areas) for details on the report finalization process.

Discrepancy Reports (Activity Records Only)

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.

Creating Batch Reports

There are times where it is helpful to create reports for multiple form records at the same time. You can do this using the Create Batch Report button above the form record grid. Simply mark the records you want to report and click the Create Batch Report button. A preview window will be presented that allows project managers to review and select if each report should be deleted (not approved), saved as a Draft report (Draft Reports QC workflow) or Finalized. Report metadata only needs to be supplied once and is common for ALL reports processed as part of the batch report workflow.