This can be used to build metadata to calculate Approval to Draft Count for Approval to Draft Count Report.

Used By: -

• System Administrator

• General User

Steps to run the Approval to Draft Count Report: -

1. Login to Arthrex using the URL ...

2. Go to the Reports tab.

   
   

3. Go to the Search bar and search for Approval to Draft Count Report.

   
   

   Here, you will find two versions of the report, Project-specific and System-specific reports.

   Project-specific reports can be run for a particular project.

   System-specific reports can be run across all projects in the system.

   1. To run the project-specific report, select the project-specific report.

      
      

      It will open a new window, where you can select the project for which you want to run the report and click Yes.

      
      

   2. You will see the reports open in the new window.

      There will be 3 columns in the report: - Summary, Status, and Approval to Draft Count (hidden field).

      
      

Steps to configure the Approval to Draft Count Report: -

1. Go to the Projects tab and Select the Project "Arthrex Template 2".

   
   

2. Go to the Trackers tab.

3. Select a tracker under the Trackers tab. Right-click on the tracker and select Configure.

   
   

   It will open a new window for that item.

4. Go to the Fields tab and check Show hidden fields.

   
   

5. Click on the Approval to draft count.

   
   

   It will open a new window.

6. Keep Type as 'Integer' and Shared Field as 'Approval to draft count' and click OK.

   
   

7. To increment the value of Approval to draft count, go to the tab State Transitions.

   
   

8. For the Approved to Draft transition, click on the three dots and click on the Edit button.

   
   

9. Keep Actions as Update item properties.

10. Click on the Edit button beside Update item properties.

    
    

11. Keep the Approval to draft count as 'Increase by' value 1 and click OK.

    
    

12. Repeat steps 3 to 11 for every tracker under the Tracker tab for which you want to see the Approval to Draft Count report.

Steps to take the export of the report: -

1. Once the report is created, click on the Export to Office button.

   
   

2. Select Simple Excel Export and click Export.

   
   

3. The Excel file will be downloaded to your Downloads folder.