6.6. Issues

Understanding the Assemblage Dialog — Issues Panel

Want to check to see which assemblies might be missing content without printing them all out first?  Want to see how many of your assemblies might have issues without scrolling through the Assemblies list?  Aren't sure why there is an issue with an Assembly?  Here are some tools to help you:

View All issues

If you want to see what issues you might have in all your assemblies, simply run your Assemblage Configuration without clicking on any assembly in the Assembly list.

You can see a list of all the issues in the Issues section in the bottom panel of Assemblage.

This panel provides you with a description of the issue (on the left) and the Path to which Assembly is having the issue (on the right).  Here we can see that 3 Assemblies have issues. 

So, you can see in the illustration above that EVERBO01 should be getting an invoice, but there is no Invoice that matches the Assembly ID.  This is a list of all of the issues for the set of Assemblies you have run.

If you'd like a list of all assemblies that are missing a particular piece of content, you can sort the Description list.  For example, you might want to sort this list so that all the Assemblies that don't have an Invoice are together so you can set up my Portfolio Management Software to include those clients in your batch print jobs.

Sort Assemblies by the Issues Column

You can also sort by the Path if you want to order the Issues by Assembly ID.  Simply click on the Column to sort it.  When you're reviewing the Assemblies with issues, you may want to Sort the Assemblies by those that have issues so that you can go through them one at a time.

To sort the Assemblies, click on the Issues Column:

The Assemblies with the most issues will float to the top of the list.

View the Issues for one particular Assembly

You may wish to only view the issues for one particular assembly at a time.

To do this, simply select the Assembly in the Assemblies list and view the Issues information at the bottom of the screen:

In the above illustration, this Assembly is missing an Invoice.

Finally, it's really important to understand that Assemblage does not prevent you from Delivering Assemblies with Issues.  For example, you might have a situation where a new client doesn't have enough history with your firm to produce a Year-to-Date Report, so one was INTENTIONALLY not run for that client.  You can still assemble the rest of the reports for the Assembly and deliver the available content.