Designate what to Include in Summary
Clink into the procedure you wish to create the Summary Report for.
Enter EDIT mode.
Command, Expression, Field Input, Field Input Reference, Table, Parts Check In / Check Out / Usage, Tools Check In / Check Out / Usage Telemetry can all be included in summary.
Check the INCLUDE IN SUMMARY box next to all of the fields you want included in the Summary Report.
Click save icon.
Changes to a procedure, even checking or unchecking the Include In Summary box, will re-set the review approvals and will require the procedure to be reviewed, signed off, and released again.
Generate the Summary Report
Click into Runs page and then into the Ended tab.
Select the run you would like to view the Summary Report for.
Click VIEW SUMMARY.
Details for the run (Progress, Started by / time, Ended by / time, Status)
View the Run Summary or the Run Attachments*
Toggle Summary Data on or off in the report
Toggle Activity on or off in the report
Print to PDF
Attachments
Switch to the Attachments tab to view all files that were added during the run. This includes documents, images, videos, and other uploaded files, along with their corresponding step locations and upload details such as who uploaded the file and when.
You can also print this page as part of the summary report.
Bulk Download Attachments
You can download multiple attachments at once directly from this tab.
To bulk download attachments:
Select one or more attachments using the checkboxes on the left.
To select all attachments, use the top checkbox in the header row.
Click Download.
The selected files will be downloaded together, allowing you to quickly export all run summary attachments as needed.
Print Full Run with our without Linked Runs to PDF
Check out this article: Export Run as PDF