diff --git a/.Rbuildignore b/.Rbuildignore
index f327a3f..f8d975f 100644
--- a/.Rbuildignore
+++ b/.Rbuildignore
@@ -40,3 +40,4 @@ inst/testdata/create_test_data.R
 ^CRAN-SUBMISSION$
 ^updating-mocks\.md$
 ^vignettes/articles$
+^air\.toml$
diff --git a/.github/ISSUE_TEMPLATE/bug_report.md b/.github/ISSUE_TEMPLATE/bug_report.md
new file mode 100644
index 0000000..9236f4a
--- /dev/null
+++ b/.github/ISSUE_TEMPLATE/bug_report.md
@@ -0,0 +1,33 @@
+---
+name: Bug report
+about: Create a report to help us improve the `REDCapExploreR` package!
+title: "[BUG]"
+labels: bug
+assignees: ''
+
+---
+
+# Expected Behavior
+A clear and concise description of what you expected to happen.
+
+# Current Behavior
+A clear and concise description of the bug.
+
+## How to Reproduce the Bug:
+Numbered steps to reproduce the bug behavior.
+
+**Screenshots**
+If applicable, add screenshots to help explain your problem.
+
+## Failure Logs
+
+If applicable, submit any failure logs or error messages here.
+
+### Checklist
+Before submitting this issue, please check and verify below that the submission meets the below criteria:
+
+- [ ] The issue is atomic
+- [ ] The issue description is documented
+- [ ] The issue title describes the problem succinctly
+- [ ] Developers are assigned to the issue
+- [ ] Labels are assigned to the issue
\ No newline at end of file
diff --git a/.github/ISSUE_TEMPLATE/feature_request.md b/.github/ISSUE_TEMPLATE/feature_request.md
new file mode 100644
index 0000000..9a01ed1
--- /dev/null
+++ b/.github/ISSUE_TEMPLATE/feature_request.md
@@ -0,0 +1,28 @@
+---
+name: Feature request
+about: Suggest an idea for this project
+title: "[FEATURE]"
+labels: enhancement
+assignees: ''
+
+---
+
+# Feature Request Description
+A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]; It would be great to have [...], etc.
+
+# Proposed Solution
+A clear and concise description of what you want to happen.
+
+**Describe alternatives you've considered**
+A clear and concise description of any alternative solutions or features you've considered.
+
+## Additional Context
+Add any other context or screenshots about the feature request here.
+
+### Checklist
+
+- [ ] The issue is atomic
+- [ ] The issue description is documented
+- [ ] The issue title describes the problem succinctly
+- [ ] Developers are assigned to the issue
+- [ ] Labels are assigned to the issue
diff --git a/.github/pull_request_template.md b/.github/pull_request_template.md
new file mode 100644
index 0000000..3334cdb
--- /dev/null
+++ b/.github/pull_request_template.md
@@ -0,0 +1,40 @@
+# Description
+Provide a description of the PR
+
+# Proposed Changes 
+List changes below in bullet format:
+
+- Change 1
+- Change 2
+- Change 3
+
+**Screenshots**
+If applicable, add screenshots to help explain the proposed changes
+
+### Issue Addressed
+**Closes #[provide issue number to link here]**
+
+### PR Checklist
+Before submitting this PR, please check and verify below that the submission meets the below criteria:
+
+- [ ] New/revised functions have associated tests
+- [ ] New/revised functions that update downstream outputs have associated static testing files (`.RDS`) updated under `inst/testdata/create_test_data.R`
+- [ ] New/revised functions use appropriate naming conventions
+- [ ] New/revised functions don't repeat code
+- [ ] Code changes are less than **250** lines total
+- [ ] Issues linked to the PR using [GitHub's list of keywords](https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue)
+- [ ] The appropriate reviewer is assigned to the PR
+- [ ] The appropriate developers are assigned to the PR
+- [ ] Pre-release package version incremented using `usethis::use_version()`
+
+# Code Review
+This section to be used by the reviewer and developers during Code Review after PR submission
+
+### Code Review Checklist
+
+- [ ] I checked that new files follow naming conventions and are in the right place
+- [ ] I checked that documentation is complete, clear, and without typos
+- [ ] I added/edited comments to explain "why" not "how"
+- [ ] I checked that all new variable and function names follow naming conventions
+- [ ] I checked that new tests have been written for key business logic and/or bugs that this PR fixes
+- [ ] I checked that new tests address important edge cases
diff --git a/.github/workflows/pkgdown.yaml b/.github/workflows/pkgdown.yaml
index c8a4ef7..f73a1f4 100644
--- a/.github/workflows/pkgdown.yaml
+++ b/.github/workflows/pkgdown.yaml
@@ -46,6 +46,6 @@ jobs:
         if: github.event_name != 'pull_request'
         uses: JamesIves/github-pages-deploy-action@4.1.4
         with:
-          clean: false
+          clean: true
           branch: gh-pages
-          folder: docs
\ No newline at end of file
+          folder: docs
diff --git a/.lintr b/.lintr
new file mode 100644
index 0000000..966f702
--- /dev/null
+++ b/.lintr
@@ -0,0 +1,13 @@
+linters: linters_with_defaults(
+    line_length_linter = line_length_linter(140),
+    object_length_linter = object_length_linter(45),
+    object_name_linter = NULL,
+    object_usage_linter = NULL,
+    indentation_linter = NULL,
+    commented_code_linter = NULL,
+    commas_linter = NULL,
+    pipe_consistency_linter = pipe_consistency_linter("auto")
+  )
+exclusions: list(
+    "tests/testthat/fixtures"
+  )
diff --git a/DESCRIPTION b/DESCRIPTION
index c558785..69869e5 100644
--- a/DESCRIPTION
+++ b/DESCRIPTION
@@ -19,7 +19,7 @@ LazyData: true
 Imports: 
     cli,
     DT,
-    dplyr,
+    dplyr (>= 1.1.0),
     ggplot2,
     htmltools,
     purrr,
@@ -28,12 +28,12 @@ Imports:
     stats,
     stringr,
     tibble,
-    tidyr,
     tidyselect
 Suggests: 
     knitr,
     rmarkdown,
-    testthat (>= 3.0.0)
+    testthat (>= 3.0.0),
+    tidyr
 Config/testthat/edition: 3
 Roxygen: list(markdown = TRUE)
 RoxygenNote: 7.3.3
diff --git a/NAMESPACE b/NAMESPACE
index fa8abca..bf738b1 100644
--- a/NAMESPACE
+++ b/NAMESPACE
@@ -4,7 +4,7 @@ S3method(print,redcap_codebook)
 S3method(print,redcap_quality_report)
 export(build_codebook)
 export(build_quality_report)
-export(get_record_status_data)
+export(build_record_status_data)
 export(plot_record_status)
 export(pull_redcap_project)
 export(view_codebook)
@@ -17,45 +17,35 @@ importFrom(REDCapR,redcap_instruments)
 importFrom(REDCapR,redcap_metadata_read)
 importFrom(REDCapR,redcap_project_info_read)
 importFrom(REDCapR,redcap_read_oneshot)
-importFrom(REDCapR,sanitize_token)
 importFrom(cli,cli_abort)
-importFrom(cli,cli_fmt)
 importFrom(cli,cli_progress_bar)
 importFrom(cli,cli_progress_done)
 importFrom(cli,cli_progress_update)
-importFrom(cli,cli_text)
-importFrom(cli,cli_vec)
 importFrom(cli,cli_warn)
-importFrom(cli,qty)
 importFrom(cli,symbol)
 importFrom(dplyr,across)
 importFrom(dplyr,arrange)
-importFrom(dplyr,bind_cols)
 importFrom(dplyr,bind_rows)
 importFrom(dplyr,case_when)
 importFrom(dplyr,count)
+importFrom(dplyr,cross_join)
 importFrom(dplyr,distinct)
 importFrom(dplyr,filter)
-importFrom(dplyr,first)
 importFrom(dplyr,group_by)
-importFrom(dplyr,if_any)
 importFrom(dplyr,if_else)
 importFrom(dplyr,left_join)
 importFrom(dplyr,mutate)
 importFrom(dplyr,n)
 importFrom(dplyr,n_distinct)
 importFrom(dplyr,pull)
-importFrom(dplyr,recode)
 importFrom(dplyr,relocate)
 importFrom(dplyr,rename)
 importFrom(dplyr,right_join)
 importFrom(dplyr,row_number)
-importFrom(dplyr,rowwise)
 importFrom(dplyr,select)
 importFrom(dplyr,slice)
 importFrom(dplyr,summarise)
 importFrom(dplyr,transmute)
-importFrom(dplyr,ungroup)
 importFrom(ggplot2,aes)
 importFrom(ggplot2,element_blank)
 importFrom(ggplot2,element_text)
@@ -67,71 +57,27 @@ importFrom(ggplot2,scale_x_discrete)
 importFrom(ggplot2,scale_y_discrete)
 importFrom(ggplot2,theme)
 importFrom(ggplot2,theme_minimal)
-importFrom(htmltools,HTML)
 importFrom(htmltools,browsable)
-importFrom(htmltools,save_html)
+importFrom(htmltools,htmlDependency)
 importFrom(htmltools,tagList)
 importFrom(htmltools,tags)
 importFrom(purrr,flatten_chr)
 importFrom(purrr,map)
-importFrom(purrr,map2)
-importFrom(purrr,map2_chr)
 importFrom(purrr,map_chr)
-importFrom(purrr,map_int)
 importFrom(purrr,map_lgl)
-importFrom(purrr,pluck)
-importFrom(purrr,pmap)
-importFrom(purrr,pmap_chr)
-importFrom(purrr,reduce)
 importFrom(rlang,"!!!")
 importFrom(rlang,":=")
 importFrom(rlang,.data)
 importFrom(rlang,.env)
-importFrom(rlang,abort)
-importFrom(rlang,as_closure)
-importFrom(rlang,as_label)
-importFrom(rlang,caller_arg)
-importFrom(rlang,caller_env)
-importFrom(rlang,catch_cnd)
-importFrom(rlang,check_installed)
-importFrom(rlang,cnd_muffle)
-importFrom(rlang,current_call)
-importFrom(rlang,current_env)
-importFrom(rlang,enexpr)
-importFrom(rlang,enquo)
-importFrom(rlang,env_poke)
-importFrom(rlang,eval_tidy)
-importFrom(rlang,expr)
-importFrom(rlang,get_env)
-importFrom(rlang,global_env)
-importFrom(rlang,is_atomic)
-importFrom(rlang,is_bare_formula)
-importFrom(rlang,is_bare_list)
-importFrom(rlang,is_installed)
-importFrom(rlang,new_environment)
-importFrom(rlang,quo_get_expr)
-importFrom(rlang,quo_name)
-importFrom(rlang,sym)
-importFrom(rlang,syms)
-importFrom(rlang,try_fetch)
-importFrom(rlang,zap)
 importFrom(stats,IQR)
 importFrom(stats,quantile)
 importFrom(stats,setNames)
 importFrom(stringr,str_detect)
-importFrom(stringr,str_ends)
-importFrom(stringr,str_replace)
-importFrom(stringr,str_replace_all)
 importFrom(stringr,str_squish)
 importFrom(stringr,str_trim)
 importFrom(stringr,str_trunc)
 importFrom(tibble,as_tibble)
 importFrom(tibble,tibble)
-importFrom(tidyr,pivot_longer)
-importFrom(tidyr,pivot_wider)
 importFrom(tidyselect,all_of)
 importFrom(tidyselect,any_of)
-importFrom(tidyselect,ends_with)
-importFrom(tidyselect,eval_select)
 importFrom(tidyselect,everything)
-importFrom(tidyselect,starts_with)
diff --git a/R/REDCapExploreR-package.R b/R/REDCapExploreR-package.R
index 7ddd5c8..c538f86 100644
--- a/R/REDCapExploreR-package.R
+++ b/R/REDCapExploreR-package.R
@@ -1,33 +1,23 @@
 #' @keywords internal
 #' @aliases REDCapExploreR-package
-#' @importFrom cli cli_abort cli_fmt cli_progress_bar cli_progress_done
-#' cli_progress_update cli_text cli_vec cli_warn qty symbol
+#' @importFrom cli cli_abort cli_progress_bar cli_progress_done
+#' cli_progress_update cli_warn symbol
 #' @importFrom DT datatable
-#' @importFrom dplyr across arrange bind_rows case_when count distinct filter
-#' group_by if_any if_else n n_distinct left_join mutate pull recode relocate
-#' rename right_join row_number rowwise select slice summarise transmute ungroup
-#' bind_cols first
+#' @importFrom dplyr across arrange bind_rows case_when count cross_join distinct
+#' filter group_by if_else left_join mutate n n_distinct pull relocate rename
+#' right_join row_number select slice summarise transmute
 #' @importFrom ggplot2 aes element_blank element_text geom_tile ggplot labs
 #' scale_fill_gradientn scale_x_discrete scale_y_discrete theme theme_minimal
-#' @importFrom htmltools browsable HTML save_html tagList tags
-#' @importFrom purrr map map2 map_chr map_int map_lgl pluck pmap_chr pmap
-#' flatten_chr map2_chr reduce
+#' @importFrom htmltools browsable htmlDependency tagList tags
+#' @importFrom purrr flatten_chr map map_chr map_lgl
 #' @importFrom REDCapR redcap_arm_export redcap_event_instruments
 #' redcap_instruments redcap_event_read redcap_instrument_repeating
 #' redcap_metadata_read redcap_project_info_read redcap_read_oneshot
-#' sanitize_token
-#' @importFrom rlang .data .env !!! abort as_closure caller_arg caller_env
-#' catch_cnd check_installed cnd_muffle current_call current_env enexpr enquo
-#' env_poke eval_tidy get_env global_env is_atomic is_bare_formula
-#' is_bare_list quo_name is_installed new_environment quo_get_expr try_fetch
-#' zap as_label sym syms expr :=
+#' @importFrom rlang .data .env !!! :=
 #' @importFrom stats IQR quantile setNames
-#' @importFrom stringr str_detect str_replace str_replace_all str_squish
-#' str_trunc str_trim str_ends
+#' @importFrom stringr str_detect str_squish str_trim str_trunc
 #' @importFrom tibble as_tibble tibble
-#' @importFrom tidyr pivot_longer pivot_wider
-#' @importFrom tidyselect all_of any_of ends_with eval_select everything
-#' starts_with
+#' @importFrom tidyselect all_of any_of everything
 "_PACKAGE"
 
 ## usethis namespace: start
diff --git a/R/choices.R b/R/choices.R
new file mode 100644
index 0000000..ad00dfe
--- /dev/null
+++ b/R/choices.R
@@ -0,0 +1,64 @@
+#' Parse REDCap choices
+#'
+#' @description
+#' Converts explicit and implicit choices for choice-capable fields into one row
+#' per coded value. Calculated fields and other uses of the shared REDCap
+#' metadata column are excluded.
+#'
+#' @param metadata Standardized REDCap field metadata.
+#'
+#' @returns A tibble with field, form, choice type, order, value, and label
+#'   columns.
+#'
+#' @noRd
+get_choice_rows <- function(metadata) {
+  if (!"field_order" %in% names(metadata)) {
+    metadata$field_order <- NA_integer_
+  }
+
+  metadata <- metadata |>
+    mutate(
+      choice_definition = case_when(
+        tolower(.data$field_type) == "yesno" ~ "1, Yes | 0, No",
+        tolower(.data$field_type) == "truefalse" ~ "1, True | 0, False",
+        TRUE ~ as.character(.data$select_choices_or_calculations)
+      )
+    ) |>
+    filter(
+      tolower(.data$field_type) %in%
+        c("checkbox", "dropdown", "radio", "yesno", "truefalse"),
+      !get_is_missing(.data$choice_definition)
+    )
+
+  if (nrow(metadata) == 0) {
+    return(tibble(
+      field_order = integer(),
+      field_name = character(),
+      form_name = character(),
+      choice_type = character(),
+      choice_order = integer(),
+      choice_value = character(),
+      choice_label = character()
+    ))
+  }
+
+  bind_rows(map(seq_len(nrow(metadata)), \(index) {
+    choices <- strsplit(
+      metadata$choice_definition[[index]],
+      "\\|"
+    )[[1]]
+
+    bind_rows(map(seq_along(choices), \(choice_index) {
+      parts <- strsplit(choices[[choice_index]], ",", fixed = TRUE)[[1]]
+      tibble(
+        field_order = metadata$field_order[[index]],
+        field_name = metadata$field_name[[index]],
+        form_name = metadata$form_name[[index]],
+        choice_type = tolower(metadata$field_type[[index]]),
+        choice_order = choice_index,
+        choice_value = str_trim(parts[[1]]),
+        choice_label = str_trim(paste(parts[-1], collapse = ","))
+      )
+    }))
+  }))
+}
diff --git a/R/codebook.R b/R/codebook.R
index be566bd..451ee26 100644
--- a/R/codebook.R
+++ b/R/codebook.R
@@ -12,7 +12,8 @@
 #' - `fields`: one row per REDCap field with display-oriented metadata,
 #'   parsed choice summaries, validation, branching logic, event applicability,
 #'   and repeating status when available.
-#' - `choices`: one row per parsed choice option.
+#' - `choices`: one row per parsed choice option, including its field choice
+#'   type.
 #' - `forms`: one row per instrument/form.
 #' - `events`: one row per REDCap event when the project is longitudinal.
 #' - `event_instruments`: one row per event/form mapping when available.
@@ -54,7 +55,8 @@ get_codebook <- function(project) {
     forms = get_codebook_forms(project),
     events = project$events,
     event_instruments = project$event_instruments,
-    repeating = project$repeating_instruments,
+    repeating = project$repeating_instruments |>
+      select(-any_of("redcap_event_name")),
     project = get_codebook_project_summary(project)
   )
 
@@ -136,27 +138,41 @@ pull_redcap_codebook <- function(redcap_uri, token) {
 
   list(
     metadata = get_redcapr_data(metadata_result, "metadata"),
-    events = get_optional_redcapr_data(redcap_event_read, redcap_uri, token),
+    events = get_optional_redcapr_data(
+      redcap_event_read,
+      redcap_uri,
+      token,
+      "event metadata"
+    ),
     event_instruments = get_optional_redcapr_data(
       redcap_event_instruments,
       redcap_uri,
-      token
+      token,
+      "event-instrument metadata"
     ),
     instruments = get_optional_redcapr_data(
       redcap_instruments,
       redcap_uri,
-      token
+      token,
+      "instrument metadata"
     ),
     repeating_instruments = get_optional_redcapr_data(
       redcap_instrument_repeating,
       redcap_uri,
-      token
+      token,
+      "repeating-instrument metadata"
+    ),
+    arms = get_optional_redcapr_data(
+      redcap_arm_export,
+      redcap_uri,
+      token,
+      "arm metadata"
     ),
-    arms = get_optional_redcapr_data(redcap_arm_export, redcap_uri, token),
     project_info = get_optional_redcapr_data(
       redcap_project_info_read,
       redcap_uri,
-      token
+      token,
+      "project metadata"
     )
   )
 }
@@ -192,7 +208,7 @@ get_codebook_project <- function(project) {
       project$event_instruments
     ),
     instruments = get_codebook_instruments(project$instruments),
-    repeating_instruments = get_codebook_repeating(
+    repeating_instruments = get_standard_repeating_instruments(
       project$repeating_instruments
     ),
     arms = get_codebook_arms(project$arms),
@@ -279,38 +295,9 @@ get_codebook_fields <- function(project) {
 
 get_codebook_choices <- function(project) {
   metadata <- project$metadata |>
-    mutate(field_order = row_number()) |>
-    filter(!get_is_missing(.data$select_choices_or_calculations))
-
-  if (nrow(metadata) == 0) {
-    return(tibble(
-      field_order = integer(),
-      field_name = character(),
-      form_name = character(),
-      choice_order = integer(),
-      choice_value = character(),
-      choice_label = character()
-    ))
-  }
+    mutate(field_order = row_number())
 
-  bind_rows(map(seq_len(nrow(metadata)), \(index) {
-    choices <- strsplit(
-      metadata$select_choices_or_calculations[[index]],
-      "\\|"
-    )[[1]]
-
-    bind_rows(map(seq_along(choices), \(choice_index) {
-      parts <- strsplit(choices[[choice_index]], ",", fixed = TRUE)[[1]]
-      tibble(
-        field_order = metadata$field_order[[index]],
-        field_name = metadata$field_name[[index]],
-        form_name = metadata$form_name[[index]],
-        choice_order = choice_index,
-        choice_value = str_trim(parts[[1]]),
-        choice_label = str_trim(paste(parts[-1], collapse = ","))
-      )
-    }))
-  }))
+  get_choice_rows(metadata)
 }
 
 get_codebook_forms <- function(project) {
@@ -487,33 +474,6 @@ get_codebook_instruments <- function(instruments) {
     distinct(.data$form_name, .keep_all = TRUE)
 }
 
-get_codebook_repeating <- function(repeating_instruments) {
-  repeating_instruments <- get_optional_api_table(repeating_instruments)
-  if (nrow(repeating_instruments) == 0 && ncol(repeating_instruments) == 0) {
-    return(tibble())
-  }
-
-  names(repeating_instruments) <- get_clean_names(names(repeating_instruments))
-
-  if (
-    !"form_name" %in% names(repeating_instruments) &&
-      "instrument_name" %in% names(repeating_instruments)
-  ) {
-    repeating_instruments <- repeating_instruments |>
-      mutate(form_name = as.character(.data$instrument_name))
-  }
-
-  if (
-    !"redcap_event_name" %in% names(repeating_instruments) &&
-      "unique_event_name" %in% names(repeating_instruments)
-  ) {
-    repeating_instruments <- repeating_instruments |>
-      mutate(redcap_event_name = as.character(.data$unique_event_name))
-  }
-
-  repeating_instruments
-}
-
 get_codebook_arms <- function(arms) {
   arms <- get_optional_api_table(arms)
   if (nrow(arms) == 0 && ncol(arms) == 0) {
@@ -574,14 +534,50 @@ get_codebook_event_summary <- function(project) {
 
 get_codebook_repeating_summary <- function(project) {
   repeating <- project$repeating_instruments
-  if (nrow(repeating) == 0 || !"form_name" %in% names(repeating)) {
+  if (nrow(repeating) == 0) {
     return(tibble(form_name = character(), repeating_status = character()))
   }
 
-  repeating |>
-    filter(!get_is_missing(.data$form_name)) |>
-    distinct(.data$form_name) |>
-    mutate(repeating_status = "Repeating instrument")
+  repeating_forms <- if ("form_name" %in% names(repeating)) {
+    repeating |>
+      filter(!get_is_missing(.data$form_name)) |>
+      transmute(
+        form_name = as.character(.data$form_name),
+        repeating_status = "Repeating instrument"
+      )
+  } else {
+    tibble(form_name = character(), repeating_status = character())
+  }
+
+  repeating_events <- if (
+    "redcap_event_name" %in% names(repeating) && all(c("redcap_event_name", "form_name") %in% names(project$event_instruments))
+  ) {
+    event_rows <- if ("form_name" %in% names(repeating)) {
+      repeating |> filter(get_is_missing(.data$form_name))
+    } else {
+      repeating
+    }
+    event_names <- event_rows |>
+      filter(!get_is_missing(.data$redcap_event_name)) |>
+      pull(.data$redcap_event_name)
+
+    project$event_instruments |>
+      filter(.data$redcap_event_name %in% event_names) |>
+      transmute(
+        form_name = as.character(.data$form_name),
+        repeating_status = "Repeating event"
+      )
+  } else {
+    tibble(form_name = character(), repeating_status = character())
+  }
+
+  bind_rows(repeating_forms, repeating_events) |>
+    distinct(.data$form_name, .data$repeating_status) |>
+    group_by(.data$form_name) |>
+    summarise(
+      repeating_status = paste(.data$repeating_status, collapse = "; "),
+      .groups = "drop"
+    )
 }
 
 get_codebook_validation_label <- function(
@@ -991,292 +987,11 @@ get_codebook_datatable <- function(data, page_length) {
 }
 
 get_codebook_viewer_deps <- function() {
-  tags$head(
-    tags$style(HTML(
-      "
-      .redcap-codebook-viewer {
-        background: #f6f8fa;
-        color: #24292f;
-        font-family: system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI',
-          sans-serif;
-        line-height: 1.4;
-        margin: 0;
-        min-height: 100vh;
-        padding: 1.25rem;
-      }
-      .redcap-codebook-header {
-        background: #ffffff;
-        border: 1px solid #d0d7de;
-        border-radius: 6px;
-        margin-bottom: 1rem;
-        padding: 1rem 1.25rem;
-      }
-      .redcap-codebook-header h1 {
-        margin-bottom: 0.25rem;
-      }
-      .redcap-codebook-subtitle {
-        color: #57606a;
-        margin-top: 0;
-      }
-      .redcap-codebook-summary {
-        display: flex;
-        flex-wrap: wrap;
-        gap: 0.75rem;
-        margin: 1rem 0 0;
-      }
-      .redcap-codebook-summary-item {
-        background: #f6f8fa;
-        border: 1px solid #d8dee4;
-        border-radius: 6px;
-        min-width: 7rem;
-        padding: 0.5rem 0.75rem;
-      }
-      .redcap-codebook-summary-item dt {
-        color: #57606a;
-        font-size: 0.75rem;
-        font-weight: 600;
-        margin-bottom: 0.15rem;
-        text-transform: uppercase;
-      }
-      .redcap-codebook-summary-item dd {
-        font-size: 1.2rem;
-        font-weight: 650;
-        margin: 0;
-      }
-      .redcap-codebook-nav {
-        background: #f6f8fa;
-        border-bottom: 1px solid #d8dee4;
-        margin: 0 -1.25rem 1rem;
-        padding: 0 1.25rem 0.75rem;
-        position: sticky;
-        top: 0;
-        z-index: 10;
-      }
-      .redcap-codebook-nav ul {
-        display: flex;
-        flex-wrap: wrap;
-        gap: 0.5rem;
-        list-style: none;
-        padding-left: 0;
-        margin: 0;
-      }
-      .redcap-codebook-tab {
-        background: #ffffff;
-        align-items: center;
-        display: inline-block;
-        border: 1px solid #d0d7de;
-        border-radius: 6px;
-        color: #24292f;
-        cursor: pointer;
-        display: inline-flex;
-        gap: 0.4rem;
-        font: inherit;
-        font-size: 0.9rem;
-        padding: 0.4rem 0.65rem;
-      }
-      .redcap-codebook-tab.is-active {
-        background: #0969da;
-        border-color: #0969da;
-        color: #ffffff;
-      }
-      .redcap-codebook-tab-count {
-        background: #f6f8fa;
-        border-radius: 999px;
-        color: #57606a;
-        font-size: 0.75rem;
-        padding: 0.05rem 0.45rem;
-      }
-      .redcap-codebook-tab.is-active .redcap-codebook-tab-count {
-        background: rgba(255, 255, 255, 0.18);
-        color: #ffffff;
-      }
-      .redcap-codebook-section {
-        height: 0;
-        opacity: 0;
-        overflow: hidden;
-        pointer-events: none;
-        position: absolute;
-        visibility: hidden;
-        width: 100%;
-      }
-      .redcap-codebook-section.is-active {
-        height: auto;
-        opacity: 1;
-        overflow: visible;
-        pointer-events: auto;
-        position: static;
-        visibility: visible;
-      }
-      .redcap-codebook-section-header {
-        align-items: flex-start;
-        display: flex;
-        gap: 1rem;
-        justify-content: space-between;
-        margin-bottom: 0.75rem;
-      }
-      .redcap-codebook-section-header h2 {
-        margin: 0 0 0.3rem;
-      }
-      .redcap-codebook-section-count {
-        background: #eaeef2;
-        border-radius: 999px;
-        color: #57606a;
-        flex: 0 0 auto;
-        font-size: 0.8rem;
-        margin-top: 0.15rem;
-        padding: 0.15rem 0.55rem;
-      }
-      .redcap-codebook-description {
-        color: #57606a;
-        margin: 0;
-        max-width: 72rem;
-      }
-      .redcap-codebook-table-panel {
-        background: #ffffff;
-        border: 1px solid #d0d7de;
-        border-radius: 6px;
-        overflow-x: auto;
-        padding: 0.75rem;
-      }
-      .redcap-codebook-empty {
-        color: #57606a;
-        font-style: italic;
-        margin: 0;
-      }
-      .redcap-codebook-project-details {
-        display: grid;
-        gap: 1rem;
-        grid-template-columns: repeat(auto-fit, minmax(18rem, 1fr));
-      }
-      .redcap-codebook-project-detail-group {
-        border: 1px solid #d8dee4;
-        border-radius: 6px;
-        overflow: hidden;
-      }
-      .redcap-codebook-project-detail-group h3 {
-        background: #f6f8fa;
-        border-bottom: 1px solid #d8dee4;
-        font-size: 0.95rem;
-        margin: 0;
-        padding: 0.5rem 0.75rem;
-      }
-      .redcap-codebook-project-detail-table {
-        border-collapse: collapse;
-        font-size: 0.88rem;
-        width: 100%;
-      }
-      .redcap-codebook-project-detail-table th,
-      .redcap-codebook-project-detail-table td {
-        border-bottom: 1px solid #eaeef2;
-        padding: 0.45rem 0.75rem;
-        text-align: left;
-        vertical-align: top;
-      }
-      .redcap-codebook-project-detail-table th {
-        color: #57606a;
-        font-weight: 600;
-        width: 42%;
-      }
-      .redcap-codebook-project-detail-table tr:last-child th,
-      .redcap-codebook-project-detail-table tr:last-child td {
-        border-bottom: 0;
-      }
-      .redcap-codebook-table {
-        font-size: 0.86rem;
-      }
-      .redcap-codebook-table thead th {
-        background: #f6f8fa;
-        border-bottom-color: #d0d7de;
-        color: #24292f;
-      }
-      .redcap-codebook-table tbody td {
-        vertical-align: top;
-      }
-      .redcap-codebook-table tbody tr {
-        cursor: pointer;
-      }
-      .redcap-codebook-table tbody tr.redcap-codebook-row-selected td {
-        background-color: #fff8c5 !important;
-      }
-      .redcap-codebook-table-panel .dataTables_wrapper {
-        color: #24292f;
-      }
-      .redcap-codebook-table-panel .dataTables_filter input,
-      .redcap-codebook-table-panel .dataTables_length select,
-      .redcap-codebook-table-panel thead input {
-        border: 1px solid #d0d7de;
-        border-radius: 4px;
-        padding: 0.2rem 0.35rem;
-      }
-      .redcap-codebook-table-panel .dataTables_info,
-      .redcap-codebook-table-panel .dataTables_paginate {
-        color: #57606a;
-        font-size: 0.85rem;
-        margin-top: 0.5rem;
-      }
-      "
-    )),
-    tags$script(HTML(
-      "
-      document.addEventListener('DOMContentLoaded', function() {
-        var tabs = document.querySelectorAll('.redcap-codebook-tab');
-        var sections = document.querySelectorAll('.redcap-codebook-section');
-
-        function showSection(sectionId) {
-          tabs.forEach(function(tab) {
-            var active = tab.getAttribute('data-section') === sectionId;
-            tab.classList.toggle('is-active', active);
-            tab.setAttribute('aria-selected', active ? 'true' : 'false');
-          });
-
-          sections.forEach(function(section) {
-            section.classList.toggle('is-active', section.id === sectionId);
-          });
-
-          if (window.HTMLWidgets && window.HTMLWidgets.staticRender) {
-            window.HTMLWidgets.staticRender();
-          }
-
-          if (window.jQuery && window.jQuery.fn.dataTable) {
-            window.jQuery('.dataTable').each(function() {
-              if (window.jQuery.fn.dataTable.isDataTable(this)) {
-                window.jQuery(this).DataTable().columns.adjust();
-              }
-            });
-          }
-        }
-
-        tabs.forEach(function(tab) {
-          tab.addEventListener('click', function(event) {
-            event.preventDefault();
-            showSection(tab.getAttribute('data-section'));
-            document.querySelector('.redcap-codebook-header')
-              .scrollIntoView({ behavior: 'auto', block: 'start' });
-          });
-        });
-
-        document.addEventListener('click', function(event) {
-          var row = event.target.closest('.redcap-codebook-table tbody tr');
-          if (!row) {
-            return;
-          }
-
-          var tbody = row.parentElement;
-          tbody.querySelectorAll('tr.redcap-codebook-row-selected')
-            .forEach(function(selectedRow) {
-              selectedRow.classList.remove('redcap-codebook-row-selected');
-            });
-          row.classList.add('redcap-codebook-row-selected');
-        });
-
-        if (window.location.hash) {
-          var sectionId = window.location.hash.replace('#', '');
-          if (document.getElementById(sectionId)) {
-            showSection(sectionId);
-          }
-        }
-      });
-      "
-    ))
+  htmlDependency(
+    name = "redcap-codebook-viewer",
+    version = "1.0.0",
+    src = c(file = system.file("codebook-viewer", package = "REDCapExploreR")),
+    stylesheet = "codebook.css",
+    script = "codebook.js"
   )
 }
diff --git a/R/get_record_status_data.R b/R/get_record_status_data.R
index 8eb7b0f..d01ce18 100644
--- a/R/get_record_status_data.R
+++ b/R/get_record_status_data.R
@@ -1,7 +1,7 @@
-#' @title Get Record Status Dashboard data
+#' @title Build Record Status Dashboard data
 #'
 #' @description
-#' `get_record_status_data()` retrieves REDCap records and project structure
+#' `build_record_status_data()` retrieves REDCap records and project structure
 #' through the API, then returns a plotting-friendly tile table similar to the
 #' high-level REDCap Record Status Dashboard.
 #'
@@ -43,14 +43,14 @@
 #'
 #' @examples
 #' \dontrun{
-#' get_record_status_data(
+#' build_record_status_data(
 #'   redcap_uri = Sys.getenv("REDCAP_URI"),
 #'   token = Sys.getenv("REDCAP_TOKEN")
 #' )
 #' }
 #'
 #' @export
-get_record_status_data <- function(redcap_uri, token) {
+build_record_status_data <- function(redcap_uri, token) {
   if (missing(redcap_uri)) {
     cli_abort("{.arg redcap_uri} and {.arg token} are required.")
   }
@@ -135,7 +135,7 @@ get_dashboard_grid <- function(project) {
 
   if (all(is.na(record_events$event_name))) {
     return(
-      get_dashboard_cross_join(record_events, forms) |>
+      cross_join(record_events, forms) |>
         mutate(display_form_name = .data$form_label) |>
         select("record_id", "event_name", "form_name", "display_form_name")
     )
@@ -154,25 +154,6 @@ get_dashboard_grid <- function(project) {
     select("record_id", "event_name", "form_name", "display_form_name")
 }
 
-#' Cross join two small dashboard metadata tables
-#'
-#' @param x A data frame.
-#' @param y A data frame.
-#'
-#' @returns A data frame containing every row combination from `x` and `y`.
-#'
-#' @noRd
-get_dashboard_cross_join <- function(x, y) {
-  x |>
-    mutate(.join_key = 1L) |>
-    left_join(
-      y |> mutate(.join_key = 1L),
-      by = ".join_key",
-      relationship = "many-to-many"
-    ) |>
-    select(-".join_key")
-}
-
 #' Empty dashboard grid
 #'
 #' @returns An empty tibble with the dashboard grid columns.
@@ -351,7 +332,7 @@ get_dashboard_event_form_pairs <- function(project, forms) {
     transmute(event_name = as.character(.data[[event_field]])) |>
     distinct(.data$event_name)
 
-  get_dashboard_cross_join(events, forms |> select("form_name"))
+  cross_join(events, forms |> select("form_name"))
 }
 
 #' Get event labels in observed event order
@@ -480,10 +461,10 @@ get_dashboard_status <- function(project) {
 #' @noRd
 get_dashboard_completion_rows <- function(project, form_name) {
   repeat_form <- get_is_repeating_form(project, form_name)
-  repeated_rows <- get_repeating_instrument_rows(project$data)
+  repeated_rows <- get_repeating_instrument_rows(project)
 
   rows <- if (repeat_form) {
-    get_matching_repeat_rows(project$data, form_name)
+    get_matching_repeat_rows(project, form_name)
   } else {
     !repeated_rows
   }
@@ -491,46 +472,6 @@ get_dashboard_completion_rows <- function(project, form_name) {
   rows & get_event_form_enabled_rows(project, form_name)
 }
 
-#' Determine whether a form is configured or observed as repeating
-#'
-#' @inheritParams get_dashboard_completion_rows
-#'
-#' @returns `TRUE` when `form_name` is a repeating instrument.
-#'
-#' @noRd
-get_is_repeating_form <- function(project, form_name) {
-  if (
-    "redcap_repeat_instrument" %in%
-      names(project$data) &&
-      any(
-        as.character(project$data$redcap_repeat_instrument) == form_name,
-        na.rm = TRUE
-      )
-  ) {
-    return(TRUE)
-  }
-
-  repeating_instruments <- get_optional_api_table(project$repeating_instruments)
-  if (nrow(repeating_instruments) == 0) {
-    return(FALSE)
-  }
-
-  names(repeating_instruments) <- get_clean_names(names(repeating_instruments))
-
-  form_columns <- intersect(
-    c("form_name", "instrument_name", "redcap_repeat_instrument"),
-    names(repeating_instruments)
-  )
-  if (length(form_columns) == 0) {
-    return(FALSE)
-  }
-
-  any(
-    as.character(repeating_instruments[[form_columns[[1]]]]) == form_name,
-    na.rm = TRUE
-  )
-}
-
 #' Convert completion status labels to a completion proportion
 #'
 #' @param value Character completion status values after normalization.
diff --git a/R/plot_record_status.R b/R/plot_record_status.R
index c10cfb6..e8b6155 100644
--- a/R/plot_record_status.R
+++ b/R/plot_record_status.R
@@ -2,7 +2,7 @@
 #'
 #' @description
 #' `plot_record_status()` creates a ggplot heat map from data returned by
-#' [get_record_status_data()]. The plot is designed to resemble the REDCap
+#' [build_record_status_data()]. The plot is designed to resemble the REDCap
 #' Record Status Dashboard while remaining a standard ggplot object that users
 #' can extend with additional ggplot2 layers.
 #'
@@ -15,7 +15,7 @@
 #' `pct_complete` should range from `0` to `1`, where `1` is complete and `0` is
 #' incomplete or unverified. Missing values are shown with `missing_color`.
 #'
-#' @param data A dataframe returned by [get_record_status_data()].
+#' @param data A dataframe returned by [build_record_status_data()].
 #' @param record_id_field Optional string naming the record ID column. By
 #'   default, the function infers the only column other than `form_name`,
 #'   `event_name`, and `pct_complete`.
@@ -51,7 +51,7 @@
 #' plot_record_status(mock_record_status_data, mode = "compact")
 #'
 #' \dontrun{
-#' data <- get_record_status_data(
+#' data <- build_record_status_data(
 #'   redcap_uri = Sys.getenv("REDCAP_URI"),
 #'   token = Sys.getenv("REDCAP_TOKEN")
 #' )
@@ -97,7 +97,7 @@ plot_record_status <- function(
     show_y_title = show_y_title,
     form_label_max = form_label_max
   )
-  plot_data <- get_compact_form_labels(plot_data, settings$form_label_max)
+  x_labels <- get_record_status_labels(settings$form_label_max)
 
   x_text <- if (rotate_x_text) {
     element_text(
@@ -116,12 +116,21 @@ plot_record_status <- function(
   }
   y_title <- if (settings$show_y_title) element_text() else element_blank()
 
-  x_scale <- if (is.null(settings$x_breaks)) {
+  x_scale <- if (is.null(settings$x_breaks) && is.null(x_labels)) {
     scale_x_discrete(position = "top", drop = FALSE)
+  } else if (is.null(settings$x_breaks)) {
+    scale_x_discrete(position = "top", labels = x_labels, drop = FALSE)
+  } else if (is.null(x_labels)) {
+    scale_x_discrete(
+      position = "top",
+      breaks = settings$x_breaks,
+      drop = FALSE
+    )
   } else {
     scale_x_discrete(
       position = "top",
       breaks = settings$x_breaks,
+      labels = x_labels,
       drop = FALSE
     )
   }
@@ -230,22 +239,19 @@ get_record_status_breaks <- function(tick_every = NULL) {
   function(x) x[seq(1, length(x), by = tick_every)]
 }
 
-#' Truncate form label factor levels when requested
+#' Build a form label function
 #'
-#' @param data Plot data.
 #' @param form_label_max Maximum form label width.
 #'
-#' @returns Plot data with updated `form_name` factor labels.
+#' @returns A function that optionally truncates form labels.
 #'
 #' @noRd
-get_compact_form_labels <- function(data, form_label_max = NULL) {
+get_record_status_labels <- function(form_label_max = NULL) {
   if (is.null(form_label_max)) {
-    return(data)
+    return(NULL)
   }
 
-  labels <- levels(data$form_name)
-  levels(data$form_name) <- str_trunc(labels, width = form_label_max)
-  data
+  \(labels) as.vector(str_trunc(labels, form_label_max))
 }
 
 #' Validate a nullable positive integer argument
@@ -294,6 +300,13 @@ get_record_status_plot_data <- function(data, record_id_field = NULL) {
     cli_abort("{.arg data} must include {.field {missing_columns}}.")
   }
 
+  if (
+    !is.numeric(data$pct_complete) ||
+      any(!is.na(data$pct_complete) & (data$pct_complete < 0 | data$pct_complete > 1))
+  ) {
+    cli_abort("{.field pct_complete} must contain numbers between 0 and 1.")
+  }
+
   record_id_field <- get_record_status_id_field(data, record_id_field)
 
   data <- data |>
diff --git a/R/quality_report.R b/R/quality_report.R
index 4f28125..c4f4b2e 100644
--- a/R/quality_report.R
+++ b/R/quality_report.R
@@ -44,6 +44,8 @@
 #'   by the REDCap API. `summaries$project$field_count` is the count of distinct
 #'   standardized metadata field names. `summaries$fields$missing_rate` is the
 #'   field-level fraction missing among applicable rows.
+#'   `summaries$records` contains one row per record; its missing-field count is
+#'   summed across applicable event and repeat rows.
 #'   `summaries$forms$missing_rate` and `summaries$project$missing_rate` are
 #'   weighted fractions missing across applicable field-row cells. Applicability
 #'   accounts for form availability, event-form mapping, repeating instrument
@@ -52,6 +54,8 @@
 #'   `2`/Complete. Status `0`/Incomplete is handled by operational checks and
 #'   does not contribute to missingness, even when REDCap exports checkbox
 #'   choices as `0`.
+#'   Branching expressions that use unsupported REDCap functions or smart
+#'   variables are treated as applicable so required values remain reviewable.
 #'
 #' @examples
 #' \dontrun{
@@ -140,7 +144,7 @@ get_quality_report <- function(
     "Normalized input"
   )
 
-  project <- get_project_field_applicability(project)
+  project$field_applicability <- get_field_applicability(project)
   update_report_progress(
     progress_bar,
     progress_enabled,
@@ -213,7 +217,6 @@ get_quality_report <- function(
     event_instruments = project$event_instruments,
     instruments = project$instruments,
     repeating_instruments = project$repeating_instruments,
-    instrument_structure = project$instrument_structure,
     choices = get_choice_metadata(project),
     validation = get_validation_metadata(project),
     branching = get_branching_metadata(project),
@@ -247,6 +250,8 @@ get_quality_report <- function(
 #'
 #' @returns A list containing raw records, metadata, events, event-instrument
 #'   mapping, instruments, and repeating instrument configuration.
+#'   Errors from any structural metadata endpoint are reported rather than
+#'   converted into empty project structure.
 #'
 #' @export
 pull_redcap_project <- function(redcap_uri, token) {
@@ -266,21 +271,29 @@ pull_redcap_project <- function(redcap_uri, token) {
   list(
     data = get_redcapr_data(data_result, "records"),
     metadata = get_redcapr_data(metadata_result, "metadata"),
-    events = get_optional_redcapr_data(redcap_event_read, redcap_uri, token),
+    events = get_optional_redcapr_data(
+      redcap_event_read,
+      redcap_uri,
+      token,
+      "event metadata"
+    ),
     event_instruments = get_optional_redcapr_data(
       redcap_event_instruments,
       redcap_uri,
-      token
+      token,
+      "event-instrument metadata"
     ),
     instruments = get_optional_redcapr_data(
       redcap_instruments,
       redcap_uri,
-      token
+      token,
+      "instrument metadata"
     ),
     repeating_instruments = get_optional_redcapr_data(
       redcap_instrument_repeating,
       redcap_uri,
-      token
+      token,
+      "repeating-instrument metadata"
     )
   )
 }
@@ -315,6 +328,8 @@ get_report_progress_steps <- function(checks) {
 get_validate_api_credentials <- function(redcap_uri, token) {
   invalid_credentials <- missing(redcap_uri) ||
     missing(token) ||
+    !is.character(redcap_uri) ||
+    !is.character(token) ||
     length(redcap_uri) != 1 ||
     length(token) != 1 ||
     is.na(redcap_uri) ||
@@ -413,10 +428,9 @@ get_api_project <- function(project) {
       project$event_instruments
     ),
     instruments = get_optional_api_table(project$instruments),
-    repeating_instruments = get_optional_api_table(
+    repeating_instruments = get_standard_repeating_instruments(
       project$repeating_instruments
     ),
-    instrument_structure = tibble(),
     source = "api"
   )
 
@@ -625,6 +639,9 @@ get_validate_project <- function(project) {
 get_validate_thresholds <- function(sparse_threshold, outlier_iqr_multiplier) {
   if (
     !is.numeric(sparse_threshold) ||
+      length(sparse_threshold) != 1 ||
+      is.na(sparse_threshold) ||
+      !is.finite(sparse_threshold) ||
       sparse_threshold <= 0 ||
       sparse_threshold > 1
   ) {
@@ -633,7 +650,13 @@ get_validate_thresholds <- function(sparse_threshold, outlier_iqr_multiplier) {
     )
   }
 
-  if (!is.numeric(outlier_iqr_multiplier) || outlier_iqr_multiplier <= 0) {
+  if (
+    !is.numeric(outlier_iqr_multiplier) ||
+      length(outlier_iqr_multiplier) != 1 ||
+      is.na(outlier_iqr_multiplier) ||
+      !is.finite(outlier_iqr_multiplier) ||
+      outlier_iqr_multiplier <= 0
+  ) {
     cli_abort("{.arg outlier_iqr_multiplier} must be greater than 0.")
   }
 }
@@ -692,10 +715,6 @@ get_field_summary <- function(project) {
   }))
 }
 
-get_field_rows <- function(project, form_name) {
-  get_form_applicable_rows(project, form_name)
-}
-
 get_field_applicable_rows <- function(project, field) {
   if (
     "field_applicability" %in%
@@ -727,7 +746,7 @@ get_field_applicability <- function(project) {
     }),
     unique(field_metadata$form_name)
   )
-  branching_rows <- new.env(parent = emptyenv())
+  branching_rows <- new.env(parent = emptyenv()) # nolint: object_usage_linter.
 
   setNames(
     map(fields, \(field) {
@@ -752,11 +771,6 @@ get_field_applicability <- function(project) {
   )
 }
 
-get_project_field_applicability <- function(project) {
-  project$field_applicability <- get_field_applicability(project)
-  project
-}
-
 get_represented_fields <- function(project) {
   project$metadata$field_name[
     map_lgl(project$metadata$field_name, \(field) {
@@ -793,8 +807,8 @@ get_field_values <- function(project, field) {
 }
 
 get_form_applicable_rows <- function(project, form_name) {
-  repeated_rows <- get_repeating_instrument_rows(project$data)
-  matching_repeat_rows <- get_matching_repeat_rows(project$data, form_name)
+  repeated_rows <- get_repeating_instrument_rows(project)
+  matching_repeat_rows <- get_matching_repeat_rows(project, form_name)
   nonrepeat_rows <- !repeated_rows
 
   matching_repeat_rows |
@@ -804,8 +818,8 @@ get_form_applicable_rows <- function(project, form_name) {
 }
 
 get_missingness_form_applicable_rows <- function(project, form_name) {
-  repeated_rows <- get_repeating_instrument_rows(project$data)
-  matching_repeat_rows <- get_matching_repeat_rows(project$data, form_name)
+  repeated_rows <- get_repeating_instrument_rows(project)
+  matching_repeat_rows <- get_matching_repeat_rows(project, form_name)
   nonrepeat_rows <- !repeated_rows
 
   (matching_repeat_rows |
@@ -824,23 +838,6 @@ get_form_completion_assessed_rows <- function(data, form_name) {
     c("Unverified", "Complete")
 }
 
-get_repeating_instrument_rows <- function(data) {
-  if (!"redcap_repeat_instrument" %in% names(data)) {
-    return(rep(FALSE, nrow(data)))
-  }
-
-  !get_is_missing(data$redcap_repeat_instrument)
-}
-
-get_matching_repeat_rows <- function(data, form_name) {
-  if (!"redcap_repeat_instrument" %in% names(data)) {
-    return(rep(FALSE, nrow(data)))
-  }
-
-  !get_is_missing(data$redcap_repeat_instrument) &
-    as.character(data$redcap_repeat_instrument) == as.character(form_name)
-}
-
 get_event_form_enabled_rows <- function(project, form_name) {
   current_form <- form_name
   event_field <- get_event_field(project$data)
@@ -1080,7 +1077,11 @@ get_branching_orphans <- function(metadata) {
 }
 
 get_high_risk_text_findings <- function(metadata) {
-  pattern <- "note|comment|other|describe|free.?text|detail"
+  pattern <- paste0(
+    "(?:^|[^a-z])",
+    "(?:notes?|comments?|other|describe|free.?text|details?)",
+    "(?:[^a-z]|$)"
+  )
   risky <- metadata |>
     filter(
       .data$field_type %in% c("text", "notes"),
@@ -1108,10 +1109,12 @@ get_high_risk_text_findings <- function(metadata) {
 }
 
 get_outlier_findings <- function(project, outlier_iqr_multiplier) {
+  today <- Sys.Date()
+
   bind_rows(
     get_range_findings(project),
     get_iqr_outlier_findings(project, outlier_iqr_multiplier),
-    get_future_date_findings(project)
+    get_future_date_findings(project, today)
   )
 }
 
@@ -1207,7 +1210,7 @@ get_iqr_outlier_findings <- function(project, outlier_iqr_multiplier) {
   }))
 }
 
-get_future_date_findings <- function(project) {
+get_future_date_findings <- function(project, today = Sys.Date()) {
   date_fields <- project$metadata |>
     filter(
       .data$field_name %in% names(project$data),
@@ -1219,8 +1222,11 @@ get_future_date_findings <- function(project) {
 
   bind_rows(map(seq_len(nrow(date_fields)), \(index) {
     field <- date_fields$field_name[[index]]
-    value <- get_date_values(project$data[[field]])
-    future <- !is.na(value) & value > Sys.Date()
+    value <- as.Date(
+      as.character(project$data[[field]]),
+      format = "%Y-%m-%d"
+    )
+    future <- !is.na(value) & value > today
 
     if (!any(future)) {
       return(get_empty_findings())
@@ -1238,32 +1244,12 @@ get_future_date_findings <- function(project) {
       repeat_instance = get_repeat_instance_values(project$data, future),
       field_name = field,
       value = as.character(project$data[[field]][future]),
-      expected = paste("On or before", Sys.Date()),
+      expected = "On or before today",
       message = paste("Date field", field, "contains a future date.")
     )
   }))
 }
 
-get_date_values <- function(value) {
-  value <- as.character(value)
-  parsed <- vapply(
-    value,
-    \(x) {
-      if (get_is_missing(x)) {
-        return(NA_character_)
-      }
-
-      as.character(tryCatch(
-        suppressWarnings(as.Date(x)),
-        error = function(cnd) as.Date(NA)
-      ))
-    },
-    character(1)
-  )
-
-  as.Date(parsed)
-}
-
 get_operational_findings <- function(project) {
   completion_status <- get_completion_status(project)
 
@@ -1302,7 +1288,7 @@ get_completion_status <- function(project) {
 
 get_completion_status_value <- function(value) {
   value <- as.character(value)
-  value_lower <- tolower(value)
+  value_lower <- tolower(value) # nolint: object_usage_linter.
 
   case_when(
     get_is_missing(value) ~ NA_character_,
@@ -1324,7 +1310,7 @@ get_raw_completion_status <- function(project) {
 
   bind_rows(map(completion_fields, \(field) {
     form_name <- sub("_complete$", "", field)
-    form_rows <- get_field_rows(project, form_name)
+    form_rows <- get_form_applicable_rows(project, form_name)
     if (!any(form_rows)) {
       return(get_empty_completion_status())
     }
@@ -1356,6 +1342,7 @@ get_empty_completion_status <- function() {
 }
 
 get_consistency_findings <- function(project) {
+  choices <- get_choice_rows(project$metadata)
   checkbox_groups <- split(
     names(project$data)[str_detect(names(project$data), "___")],
     sub(
@@ -1371,10 +1358,7 @@ get_consistency_findings <- function(project) {
 
   bind_rows(map(names(checkbox_groups), \(field) {
     columns <- checkbox_groups[[field]]
-    none_columns <- columns[str_detect(
-      columns,
-      "___(none|no|not_applicable|na)$"
-    )]
+    none_columns <- get_none_choice_columns(choices, field, columns)
     other_columns <- setdiff(columns, none_columns)
 
     if (length(none_columns) == 0 || length(other_columns) == 0) {
@@ -1423,6 +1407,24 @@ get_consistency_findings <- function(project) {
   }))
 }
 
+get_none_choice_columns <- function(choices, field, columns) {
+  none_labels <- c("none", "no", "not applicable", "n/a", "na", "none of the above")
+  none_values <- choices |>
+    filter(
+      .data$field_name == .env$field,
+      str_squish(tolower(.data$choice_label)) %in% none_labels
+    ) |>
+    pull(.data$choice_value)
+
+  metadata_columns <- paste0(field, "___", none_values)
+  legacy_columns <- columns[str_detect(
+    columns,
+    "___(none|no|not_applicable|na)$"
+  )]
+
+  intersect(columns, unique(c(metadata_columns, legacy_columns)))
+}
+
 get_project_summary <- function(project, findings, field_summary) {
   summary <- tibble(
     record_count = n_distinct(project$data[[project$record_id_field]]),
@@ -1471,21 +1473,7 @@ get_project_event_count <- function(project) {
 }
 
 get_repeating_enabled <- function(project) {
-  if (nrow(project$repeating_instruments) > 0) {
-    return(TRUE)
-  }
-
-  if (
-    nrow(project$instrument_structure) > 0 &&
-      any(
-        tolower(project$instrument_structure$structure) == "repeating",
-        na.rm = TRUE
-      )
-  ) {
-    return(TRUE)
-  }
-
-  "redcap_repeat_instance" %in% names(project$data)
+  nrow(project$repeating_instruments) > 0
 }
 
 get_form_summary <- function(project, field_summary) {
@@ -1538,7 +1526,11 @@ get_record_summary <- function(project, findings) {
   out <- tibble(
     record_id = as.character(project$data[[project$record_id_field]]),
     missing_field_count = rowSums(missing_matrix)
-  )
+  ) |>
+    summarise(
+      missing_field_count = sum(.data$missing_field_count),
+      .by = "record_id"
+    )
 
   finding_counts <- findings |>
     filter(!get_is_missing(.data$record_id)) |>
@@ -1573,31 +1565,16 @@ get_form_metadata <- function(project) {
       field_count = n(),
       required_field_count = sum(.data$required_field),
       choice_field_count = sum(
-        .data$field_type %in% c("radio", "dropdown", "checkbox")
+        .data$field_type %in%
+          c("radio", "dropdown", "checkbox", "yesno", "truefalse")
       ),
       .groups = "drop"
     )
 }
 
 get_choice_metadata <- function(project) {
-  metadata <- project$metadata |>
-    filter(!get_is_missing(.data$select_choices_or_calculations))
-
-  bind_rows(map(seq_len(nrow(metadata)), \(index) {
-    choices <- strsplit(
-      metadata$select_choices_or_calculations[[index]],
-      "\\|"
-    )[[1]]
-    bind_rows(map(choices, \(choice) {
-      parts <- strsplit(choice, ",", fixed = TRUE)[[1]]
-      tibble(
-        field_name = metadata$field_name[[index]],
-        form_name = metadata$form_name[[index]],
-        choice_value = str_trim(parts[[1]]),
-        choice_label = str_trim(paste(parts[-1], collapse = ","))
-      )
-    }))
-  }))
+  get_choice_rows(project$metadata) |>
+    select("field_name", "form_name", "choice_value", "choice_label")
 }
 
 get_validation_metadata <- function(project) {
@@ -1641,13 +1618,15 @@ get_redcapr_data <- function(result, label) {
   cli_abort("Could not parse REDCapR {label} response.")
 }
 
-get_optional_redcapr_data <- function(fun, redcap_uri, token) {
+get_optional_redcapr_data <- function(fun, redcap_uri, token, label) {
   tryCatch(
     get_redcapr_data(
       fun(redcap_uri = redcap_uri, token = token, verbose = FALSE),
       "optional metadata"
     ),
-    error = function(cnd) tibble()
+    error = function(cnd) {
+      cli_abort("Could not retrieve REDCap {label}.", parent = cnd)
+    }
   )
 }
 
@@ -1722,6 +1701,8 @@ get_branching_applicable_rows <- function(
     return(rep(TRUE, nrow(project$data)))
   }
 
+  # REDCap functions and smart variables exceed this parser's supported subset.
+  # Fail open so unsupported logic does not hide potentially required values.
   out <- tryCatch(
     get_evaluated_branching_logic(project$data, logic, branching_environment),
     error = function(cnd) rep(TRUE, nrow(project$data))
@@ -1820,6 +1801,11 @@ get_is_numeric_field <- function(project, field) {
   value <- project$data[[field]]
   metadata_row <- get_metadata_row(project, field)
   validation <- tolower(metadata_row$text_validation_type_or_show_slider_number)
+  field_type <- tolower(metadata_row$field_type)
+
+  if (field_type %in% c("checkbox", "dropdown", "radio", "truefalse", "yesno")) {
+    return(FALSE)
+  }
 
   is.numeric(value) ||
     validation %in% c("integer", "number", "float", "number_1dp", "number_2dp")
diff --git a/R/repeating.R b/R/repeating.R
new file mode 100644
index 0000000..fe9e012
--- /dev/null
+++ b/R/repeating.R
@@ -0,0 +1,112 @@
+#' Standardize repeating instrument and event configuration
+#'
+#' @description
+#' Normalizes the metadata returned by
+#' [REDCapR::redcap_instrument_repeating()] for internal use.
+#'
+#' @param repeating_instruments Repeating instrument and event metadata.
+#'
+#' @returns A tibble containing standardized `form_name` and
+#'   `redcap_event_name` columns.
+#'
+#' @noRd
+get_standard_repeating_instruments <- function(repeating_instruments) {
+  repeating_instruments <- get_optional_api_table(repeating_instruments)
+  if (nrow(repeating_instruments) == 0 && ncol(repeating_instruments) == 0) {
+    return(tibble(
+      form_name = character(),
+      redcap_event_name = character()
+    ))
+  }
+
+  names(repeating_instruments) <- get_clean_names(names(repeating_instruments))
+
+  if (!"form_name" %in% names(repeating_instruments)) {
+    form_column <- intersect(
+      c("instrument_name", "redcap_repeat_instrument"),
+      names(repeating_instruments)
+    )
+    repeating_instruments$form_name <- if (length(form_column) == 0) {
+      NA_character_
+    } else {
+      as.character(repeating_instruments[[form_column[[1]]]])
+    }
+  }
+
+  if (!"redcap_event_name" %in% names(repeating_instruments)) {
+    event_column <- intersect(
+      c("unique_event_name", "event_name"),
+      names(repeating_instruments)
+    )
+    repeating_instruments$redcap_event_name <- if (length(event_column) == 0) {
+      NA_character_
+    } else {
+      as.character(repeating_instruments[[event_column[[1]]]])
+    }
+  }
+
+  repeating_instruments |>
+    mutate(
+      form_name = as.character(.data$form_name),
+      redcap_event_name = as.character(.data$redcap_event_name)
+    )
+}
+
+#' Determine whether a form is configured as a repeating instrument
+#'
+#' @param project A normalized API project.
+#' @param form_name REDCap form name.
+#'
+#' @returns `TRUE` when `form_name` appears in repeating configuration.
+#'
+#' @noRd
+get_is_repeating_form <- function(project, form_name) {
+  any(
+    !get_is_missing(project$repeating_instruments$form_name) &
+      project$repeating_instruments$form_name == form_name
+  )
+}
+
+#' Identify exported rows for configured repeating instruments
+#'
+#' @description
+#' Repeating configuration comes from `redcap_instrument_repeating()`. The
+#' exported repeat instrument column is used only to associate data rows with
+#' that configuration.
+#'
+#' @inheritParams get_is_repeating_form
+#'
+#' @returns A logical vector with one value per API data row.
+#'
+#' @noRd
+get_repeating_instrument_rows <- function(project) {
+  if (
+    !any(!get_is_missing(project$repeating_instruments$form_name)) ||
+      !"redcap_repeat_instrument" %in% names(project$data)
+  ) {
+    return(rep(FALSE, nrow(project$data)))
+  }
+
+  !get_is_missing(project$data$redcap_repeat_instrument)
+}
+
+#' Identify exported rows for one configured repeating instrument
+#'
+#' @inheritParams get_is_repeating_form
+#'
+#' @returns A logical vector with one value per API data row.
+#'
+#' @noRd
+get_matching_repeat_rows <- function(project, form_name) {
+  if (!get_is_repeating_form(project, form_name)) {
+    return(rep(FALSE, nrow(project$data)))
+  }
+
+  repeating_rows <- get_repeating_instrument_rows(project)
+  if (!any(repeating_rows)) {
+    return(repeating_rows)
+  }
+
+  repeating_rows &
+    as.character(project$data$redcap_repeat_instrument) == form_name
+}
diff --git a/README.Rmd b/README.Rmd
index d51e713..50215e6 100644
--- a/README.Rmd
+++ b/README.Rmd
@@ -34,6 +34,29 @@ You can install the development version of REDCapExploreR like so:
 devtools::install_github("CHOP-CGTInformatics/REDCapExploreR")
 ```
 
+## Core workflows
+
+Store REDCap credentials outside your scripts, then pass them to the package's
+build functions:
+
+``` r
+redcap_uri <- Sys.getenv("REDCAP_URI")
+token <- Sys.getenv("REDCAP_TOKEN")
+
+status_data <- build_record_status_data(redcap_uri, token)
+plot_record_status(status_data)
+
+codebook <- build_codebook(redcap_uri, token)
+quality_report <- build_quality_report(redcap_uri, token)
+```
+
+The package includes `mock_record_status_data`, `mock_codebook`, and
+`mock_quality_report` for offline exploration. See the getting-started vignette
+for an overview and the [quality report
+article](https://chop-cgtinformatics.github.io/REDCapExploreR/articles/quality-report.html)
+for a comprehensive guide to quality report checks, output elements, and
+assumptions.
+
 ## Collaboration
 
 We invite you to give feedback and collaborate with us! If you are
@@ -45,4 +68,4 @@ your database and submit a bug report by creating a GitHub
 
 Please note that this project is released with a [Contributor Code of
 Conduct](https://github.com/CHOP-CGTInformatics/REDCapExploreR/blob/main/CONDUCT.md).
-By participating you agree to abide by its terms.
\ No newline at end of file
+By participating you agree to abide by its terms.
diff --git a/README.md b/README.md
index b492812..8d098c5 100644
--- a/README.md
+++ b/README.md
@@ -26,6 +26,29 @@ You can install the development version of REDCapExploreR like so:
 devtools::install_github("CHOP-CGTInformatics/REDCapExploreR")
 ```
 
+## Core workflows
+
+Store REDCap credentials outside your scripts, then pass them to the
+package's build functions:
+
+``` r
+redcap_uri <- Sys.getenv("REDCAP_URI")
+token <- Sys.getenv("REDCAP_TOKEN")
+
+status_data <- build_record_status_data(redcap_uri, token)
+plot_record_status(status_data)
+
+codebook <- build_codebook(redcap_uri, token)
+quality_report <- build_quality_report(redcap_uri, token)
+```
+
+The package includes `mock_record_status_data`, `mock_codebook`, and
+`mock_quality_report` for offline exploration. See the getting-started
+vignette for an overview and the [quality report
+article](https://chop-cgtinformatics.github.io/REDCapExploreR/articles/quality-report.html)
+for a comprehensive guide to quality report checks, output elements, and
+assumptions.
+
 ## Collaboration
 
 We invite you to give feedback and collaborate with us! If you are
diff --git a/air.toml b/air.toml
index 730b22f..c118d11 100644
--- a/air.toml
+++ b/air.toml
@@ -6,6 +6,3 @@ line-ending = "auto"
 persistent-line-breaks = true
 exclude = []
 default-exclude = true
-skip = []
-table = []
-default-table = true
\ No newline at end of file
diff --git a/data-raw/mock-data.R b/data-raw/mock-data.R
index 51f8d0c..9e9e402 100644
--- a/data-raw/mock-data.R
+++ b/data-raw/mock-data.R
@@ -208,8 +208,10 @@ mock_redcap_project <- list(
   ),
   repeating_instruments = tibble::tibble(
     event_name = "month_1_arm_1",
-    instrument_name = "adverse_events",
-    unique_event_name = "month_1_arm_1"
+    arm_num = 1L,
+    unique_event_name = "month_1_arm_1",
+    form_name = "adverse_events",
+    custom_form_label = NA_character_
   ),
   project_info = tibble::tibble(
     project_id = 1001,
diff --git a/data/mock_codebook.rda b/data/mock_codebook.rda
index c724485..c462185 100644
Binary files a/data/mock_codebook.rda and b/data/mock_codebook.rda differ
diff --git a/data/mock_quality_report.rda b/data/mock_quality_report.rda
index 4bf8476..023d3ac 100644
Binary files a/data/mock_quality_report.rda and b/data/mock_quality_report.rda differ
diff --git a/data/mock_redcap_project.rda b/data/mock_redcap_project.rda
index 857f866..1e28f0f 100644
Binary files a/data/mock_redcap_project.rda and b/data/mock_redcap_project.rda differ
diff --git a/inst/codebook-viewer/codebook.css b/inst/codebook-viewer/codebook.css
new file mode 100644
index 0000000..0808a8c
--- /dev/null
+++ b/inst/codebook-viewer/codebook.css
@@ -0,0 +1,216 @@
+.redcap-codebook-viewer {
+  background: #f6f8fa;
+  color: #24292f;
+  font-family: system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
+  line-height: 1.4;
+  margin: 0;
+  min-height: 100vh;
+  padding: 1.25rem;
+}
+
+.redcap-codebook-header {
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  margin-bottom: 1rem;
+  padding: 1rem 1.25rem;
+}
+
+.redcap-codebook-header h1 { margin-bottom: 0.25rem; }
+.redcap-codebook-subtitle { color: #57606a; margin-top: 0; }
+
+.redcap-codebook-summary {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.75rem;
+  margin: 1rem 0 0;
+}
+
+.redcap-codebook-summary-item {
+  background: #f6f8fa;
+  border: 1px solid #d8dee4;
+  border-radius: 6px;
+  min-width: 7rem;
+  padding: 0.5rem 0.75rem;
+}
+
+.redcap-codebook-summary-item dt {
+  color: #57606a;
+  font-size: 0.75rem;
+  font-weight: 600;
+  margin-bottom: 0.15rem;
+  text-transform: uppercase;
+}
+
+.redcap-codebook-summary-item dd {
+  font-size: 1.2rem;
+  font-weight: 650;
+  margin: 0;
+}
+
+.redcap-codebook-nav {
+  background: #f6f8fa;
+  border-bottom: 1px solid #d8dee4;
+  margin: 0 -1.25rem 1rem;
+  padding: 0 1.25rem 0.75rem;
+  position: sticky;
+  top: 0;
+  z-index: 10;
+}
+
+.redcap-codebook-nav ul {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  list-style: none;
+  margin: 0;
+  padding-left: 0;
+}
+
+.redcap-codebook-tab {
+  align-items: center;
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  color: #24292f;
+  cursor: pointer;
+  display: inline-flex;
+  font: inherit;
+  font-size: 0.9rem;
+  gap: 0.4rem;
+  padding: 0.4rem 0.65rem;
+}
+
+.redcap-codebook-tab.is-active {
+  background: #0969da;
+  border-color: #0969da;
+  color: #fff;
+}
+
+.redcap-codebook-tab-count,
+.redcap-codebook-section-count {
+  background: #eaeef2;
+  border-radius: 999px;
+  color: #57606a;
+  font-size: 0.8rem;
+  padding: 0.1rem 0.5rem;
+}
+
+.redcap-codebook-tab.is-active .redcap-codebook-tab-count {
+  background: rgb(255 255 255 / 18%);
+  color: #fff;
+}
+
+.redcap-codebook-section {
+  height: 0;
+  opacity: 0;
+  overflow: hidden;
+  pointer-events: none;
+  position: absolute;
+  visibility: hidden;
+  width: 100%;
+}
+
+.redcap-codebook-section.is-active {
+  height: auto;
+  opacity: 1;
+  overflow: visible;
+  pointer-events: auto;
+  position: static;
+  visibility: visible;
+}
+
+.redcap-codebook-section-header {
+  align-items: flex-start;
+  display: flex;
+  gap: 1rem;
+  justify-content: space-between;
+  margin-bottom: 0.75rem;
+}
+
+.redcap-codebook-section-header h2 { margin: 0 0 0.3rem; }
+.redcap-codebook-description { color: #57606a; margin: 0; max-width: 72rem; }
+
+.redcap-codebook-table-panel {
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  overflow-x: auto;
+  padding: 0.75rem;
+}
+
+.redcap-codebook-empty { color: #57606a; font-style: italic; margin: 0; }
+
+.redcap-codebook-project-details {
+  display: grid;
+  gap: 1rem;
+  grid-template-columns: repeat(auto-fit, minmax(18rem, 1fr));
+}
+
+.redcap-codebook-project-detail-group {
+  border: 1px solid #d8dee4;
+  border-radius: 6px;
+  overflow: hidden;
+}
+
+.redcap-codebook-project-detail-group h3 {
+  background: #f6f8fa;
+  border-bottom: 1px solid #d8dee4;
+  font-size: 0.95rem;
+  margin: 0;
+  padding: 0.5rem 0.75rem;
+}
+
+.redcap-codebook-project-detail-table {
+  border-collapse: collapse;
+  font-size: 0.88rem;
+  width: 100%;
+}
+
+.redcap-codebook-project-detail-table th,
+.redcap-codebook-project-detail-table td {
+  border-bottom: 1px solid #eaeef2;
+  padding: 0.45rem 0.75rem;
+  text-align: left;
+  vertical-align: top;
+}
+
+.redcap-codebook-project-detail-table th {
+  color: #57606a;
+  font-weight: 600;
+  width: 42%;
+}
+
+.redcap-codebook-project-detail-table tr:last-child th,
+.redcap-codebook-project-detail-table tr:last-child td { border-bottom: 0; }
+.redcap-codebook-table { font-size: 0.86rem; }
+
+.redcap-codebook-table thead th {
+  background: #f6f8fa;
+  border-bottom-color: #d0d7de;
+  color: #24292f;
+}
+
+.redcap-codebook-table tbody td { vertical-align: top; }
+.redcap-codebook-table tbody tr { cursor: pointer; }
+
+.redcap-codebook-table tbody tr.redcap-codebook-row-selected td {
+  background-color: #fff8c5 !important;
+}
+
+.redcap-codebook-table-panel .dataTables_wrapper { color: #24292f; }
+
+.redcap-codebook-table-panel .dataTables_filter input,
+.redcap-codebook-table-panel .dataTables_length select,
+.redcap-codebook-table-panel thead input {
+  border: 1px solid #d0d7de;
+  border-radius: 4px;
+  padding: 0.2rem 0.35rem;
+}
+
+.redcap-codebook-table-panel .dataTables_info,
+.redcap-codebook-table-panel .dataTables_paginate {
+  color: #57606a;
+  font-size: 0.85rem;
+  margin-top: 0.5rem;
+}
diff --git a/inst/codebook-viewer/codebook.js b/inst/codebook-viewer/codebook.js
new file mode 100644
index 0000000..a0a5245
--- /dev/null
+++ b/inst/codebook-viewer/codebook.js
@@ -0,0 +1,55 @@
+document.addEventListener("DOMContentLoaded", function () {
+  const tabs = document.querySelectorAll(".redcap-codebook-tab");
+  const sections = document.querySelectorAll(".redcap-codebook-section");
+
+  function showSection(sectionId) {
+    tabs.forEach(function (tab) {
+      const active = tab.getAttribute("data-section") === sectionId;
+      tab.classList.toggle("is-active", active);
+      tab.setAttribute("aria-selected", active ? "true" : "false");
+    });
+
+    sections.forEach(function (section) {
+      section.classList.toggle("is-active", section.id === sectionId);
+    });
+
+    if (window.HTMLWidgets && window.HTMLWidgets.staticRender) {
+      window.HTMLWidgets.staticRender();
+    }
+
+    if (window.jQuery && window.jQuery.fn.dataTable) {
+      window.jQuery(".dataTable").each(function () {
+        if (window.jQuery.fn.dataTable.isDataTable(this)) {
+          window.jQuery(this).DataTable().columns.adjust();
+        }
+      });
+    }
+  }
+
+  tabs.forEach(function (tab) {
+    tab.addEventListener("click", function (event) {
+      event.preventDefault();
+      showSection(tab.getAttribute("data-section"));
+      document
+        .querySelector(".redcap-codebook-header")
+        .scrollIntoView({ behavior: "auto", block: "start" });
+    });
+  });
+
+  document.addEventListener("click", function (event) {
+    const row = event.target.closest(".redcap-codebook-table tbody tr");
+    if (!row) return;
+
+    row.parentElement
+      .querySelectorAll("tr.redcap-codebook-row-selected")
+      .forEach(function (selectedRow) {
+        selectedRow.classList.remove("redcap-codebook-row-selected");
+      });
+    row.classList.add("redcap-codebook-row-selected");
+  });
+
+  if (window.location.hash) {
+    const sectionId = window.location.hash.replace("#", "");
+    if (document.getElementById(sectionId)) showSection(sectionId);
+  }
+});
diff --git a/man/REDCapExploreR-package.Rd b/man/REDCapExploreR-package.Rd
index 0acc101..3a88b19 100644
--- a/man/REDCapExploreR-package.Rd
+++ b/man/REDCapExploreR-package.Rd
@@ -6,6 +6,8 @@
 \alias{REDCapExploreR-package}
 \title{REDCapExploreR: Exploratory Data Quality Tools for REDCap Projects}
 \description{
+\if{html}{\figure{logo.png}{options: style='float: right' alt='logo' width='120'}}
+
 Provides tools to explore REDCap projects, summarize project structure, and flag common data quality issues for data managers.
 }
 \seealso{
@@ -16,5 +18,9 @@ Useful links:
   \item Report bugs at \url{https://github.com/CHOP-CGTInformatics/REDCapExploreR/issues}
 }
 
+}
+\author{
+\strong{Maintainer}: Richard Hanna \email{hannar1@chop.edu} (\href{https://orcid.org/0009-0005-6496-8154}{ORCID})
+
 }
 \keyword{internal}
diff --git a/man/build_codebook.Rd b/man/build_codebook.Rd
index e8c5309..eab21cb 100644
--- a/man/build_codebook.Rd
+++ b/man/build_codebook.Rd
@@ -17,7 +17,8 @@ A \code{redcap_codebook} list with these elements:
 \item \code{fields}: one row per REDCap field with display-oriented metadata,
 parsed choice summaries, validation, branching logic, event applicability,
 and repeating status when available.
-\item \code{choices}: one row per parsed choice option.
+\item \code{choices}: one row per parsed choice option, including its field choice
+type.
 \item \code{forms}: one row per instrument/form.
 \item \code{events}: one row per REDCap event when the project is longitudinal.
 \item \code{event_instruments}: one row per event/form mapping when available.
diff --git a/man/build_quality_report.Rd b/man/build_quality_report.Rd
index a463448..cbc8c56 100644
--- a/man/build_quality_report.Rd
+++ b/man/build_quality_report.Rd
@@ -38,6 +38,8 @@ instance context when available from the REDCap export.
 by the REDCap API. \code{summaries$project$field_count} is the count of distinct
 standardized metadata field names. \code{summaries$fields$missing_rate} is the
 field-level fraction missing among applicable rows.
+\code{summaries$records} contains one row per record; its missing-field count is
+summed across applicable event and repeat rows.
 \code{summaries$forms$missing_rate} and \code{summaries$project$missing_rate} are
 weighted fractions missing across applicable field-row cells. Applicability
 accounts for form availability, event-form mapping, repeating instrument
@@ -46,6 +48,8 @@ REDCap form status column \verb{<form_name>_complete} is \code{1}/Unverified or
 \code{2}/Complete. Status \code{0}/Incomplete is handled by operational checks and
 does not contribute to missingness, even when REDCap exports checkbox
 choices as \code{0}.
+Branching expressions that use unsupported REDCap functions or smart
+variables are treated as applicable so required values remain reviewable.
 }
 \description{
 \code{build_quality_report()} pulls a REDCap project through the API, applies
diff --git a/man/get_record_status_data.Rd b/man/build_record_status_data.Rd
similarity index 89%
rename from man/get_record_status_data.Rd
rename to man/build_record_status_data.Rd
index 2b67e93..968b795 100644
--- a/man/get_record_status_data.Rd
+++ b/man/build_record_status_data.Rd
@@ -1,10 +1,10 @@
 % Generated by roxygen2: do not edit by hand
 % Please edit documentation in R/get_record_status_data.R
-\name{get_record_status_data}
-\alias{get_record_status_data}
-\title{Get Record Status Dashboard data}
+\name{build_record_status_data}
+\alias{build_record_status_data}
+\title{Build Record Status Dashboard data}
 \usage{
-get_record_status_data(redcap_uri, token)
+build_record_status_data(redcap_uri, token)
 }
 \arguments{
 \item{redcap_uri}{REDCap API URI.}
@@ -18,7 +18,7 @@ Longitudinal projects also include \code{event_name}, the REDCap unique event
 name.
 }
 \description{
-\code{get_record_status_data()} retrieves REDCap records and project structure
+\code{build_record_status_data()} retrieves REDCap records and project structure
 through the API, then returns a plotting-friendly tile table similar to the
 high-level REDCap Record Status Dashboard.
 }
@@ -52,7 +52,7 @@ labels are available.
 }
 \examples{
 \dontrun{
-get_record_status_data(
+build_record_status_data(
   redcap_uri = Sys.getenv("REDCAP_URI"),
   token = Sys.getenv("REDCAP_TOKEN")
 )
diff --git a/man/plot_record_status.Rd b/man/plot_record_status.Rd
index 17e8bfb..0dbcb5d 100644
--- a/man/plot_record_status.Rd
+++ b/man/plot_record_status.Rd
@@ -27,7 +27,7 @@ plot_record_status(
 )
 }
 \arguments{
-\item{data}{A dataframe returned by \code{\link[=get_record_status_data]{get_record_status_data()}}.}
+\item{data}{A dataframe returned by \code{\link[=build_record_status_data]{build_record_status_data()}}.}
 
 \item{record_id_field}{Optional string naming the record ID column. By
 default, the function infers the only column other than \code{form_name},
@@ -76,7 +76,7 @@ A ggplot object.
 }
 \description{
 \code{plot_record_status()} creates a ggplot heat map from data returned by
-\code{\link[=get_record_status_data]{get_record_status_data()}}. The plot is designed to resemble the REDCap
+\code{\link[=build_record_status_data]{build_record_status_data()}}. The plot is designed to resemble the REDCap
 Record Status Dashboard while remaining a standard ggplot object that users
 can extend with additional ggplot2 layers.
 }
@@ -95,7 +95,7 @@ plot_record_status(mock_record_status_data)
 plot_record_status(mock_record_status_data, mode = "compact")
 
 \dontrun{
-data <- get_record_status_data(
+data <- build_record_status_data(
   redcap_uri = Sys.getenv("REDCAP_URI"),
   token = Sys.getenv("REDCAP_TOKEN")
 )
diff --git a/man/pull_redcap_project.Rd b/man/pull_redcap_project.Rd
index a515c36..3b8246b 100644
--- a/man/pull_redcap_project.Rd
+++ b/man/pull_redcap_project.Rd
@@ -14,6 +14,8 @@ pull_redcap_project(redcap_uri, token)
 \value{
 A list containing raw records, metadata, events, event-instrument
 mapping, instruments, and repeating instrument configuration.
+Errors from any structural metadata endpoint are reported rather than
+converted into empty project structure.
 }
 \description{
 Retrieves records and project metadata from the REDCap API using REDCapR.
diff --git a/pkgdown/_pkgdown.yml b/pkgdown/_pkgdown.yml
index 5277af2..ecfb00f 100644
--- a/pkgdown/_pkgdown.yml
+++ b/pkgdown/_pkgdown.yml
@@ -13,7 +13,7 @@ template:
 navbar:
   bg: primary
   structure:
-    left:  [intro, reference]
+    left:  [intro, reference, articles]
     right: [search, github]
   left:
     - icon: fa-home
@@ -23,6 +23,11 @@ navbar:
       href: articles/REDCapExploreR.html
     - text: Reference
       href: reference/index.html
+    - text: Articles
+      menu:
+      - text: "Understanding Quality Report Outputs"
+        desc: "Navigate findings, summaries, metadata, and assumptions"
+        href: articles/quality-report.html
 
 search:
   exclude: ['news/index.html', 'AGENTS.html']
@@ -48,7 +53,7 @@ reference:
   desc: >
     Recreate and plot REDCap Record Status Dashboard data.
   contents:
-  - get_record_status_data
+  - build_record_status_data
   - plot_record_status
 - title: "Data"
   desc: >
diff --git a/tests/testthat/_snaps/codebook/codebook.css b/tests/testthat/_snaps/codebook/codebook.css
new file mode 100644
index 0000000..0808a8c
--- /dev/null
+++ b/tests/testthat/_snaps/codebook/codebook.css
@@ -0,0 +1,216 @@
+.redcap-codebook-viewer {
+  background: #f6f8fa;
+  color: #24292f;
+  font-family: system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
+  line-height: 1.4;
+  margin: 0;
+  min-height: 100vh;
+  padding: 1.25rem;
+}
+
+.redcap-codebook-header {
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  margin-bottom: 1rem;
+  padding: 1rem 1.25rem;
+}
+
+.redcap-codebook-header h1 { margin-bottom: 0.25rem; }
+.redcap-codebook-subtitle { color: #57606a; margin-top: 0; }
+
+.redcap-codebook-summary {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.75rem;
+  margin: 1rem 0 0;
+}
+
+.redcap-codebook-summary-item {
+  background: #f6f8fa;
+  border: 1px solid #d8dee4;
+  border-radius: 6px;
+  min-width: 7rem;
+  padding: 0.5rem 0.75rem;
+}
+
+.redcap-codebook-summary-item dt {
+  color: #57606a;
+  font-size: 0.75rem;
+  font-weight: 600;
+  margin-bottom: 0.15rem;
+  text-transform: uppercase;
+}
+
+.redcap-codebook-summary-item dd {
+  font-size: 1.2rem;
+  font-weight: 650;
+  margin: 0;
+}
+
+.redcap-codebook-nav {
+  background: #f6f8fa;
+  border-bottom: 1px solid #d8dee4;
+  margin: 0 -1.25rem 1rem;
+  padding: 0 1.25rem 0.75rem;
+  position: sticky;
+  top: 0;
+  z-index: 10;
+}
+
+.redcap-codebook-nav ul {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  list-style: none;
+  margin: 0;
+  padding-left: 0;
+}
+
+.redcap-codebook-tab {
+  align-items: center;
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  color: #24292f;
+  cursor: pointer;
+  display: inline-flex;
+  font: inherit;
+  font-size: 0.9rem;
+  gap: 0.4rem;
+  padding: 0.4rem 0.65rem;
+}
+
+.redcap-codebook-tab.is-active {
+  background: #0969da;
+  border-color: #0969da;
+  color: #fff;
+}
+
+.redcap-codebook-tab-count,
+.redcap-codebook-section-count {
+  background: #eaeef2;
+  border-radius: 999px;
+  color: #57606a;
+  font-size: 0.8rem;
+  padding: 0.1rem 0.5rem;
+}
+
+.redcap-codebook-tab.is-active .redcap-codebook-tab-count {
+  background: rgb(255 255 255 / 18%);
+  color: #fff;
+}
+
+.redcap-codebook-section {
+  height: 0;
+  opacity: 0;
+  overflow: hidden;
+  pointer-events: none;
+  position: absolute;
+  visibility: hidden;
+  width: 100%;
+}
+
+.redcap-codebook-section.is-active {
+  height: auto;
+  opacity: 1;
+  overflow: visible;
+  pointer-events: auto;
+  position: static;
+  visibility: visible;
+}
+
+.redcap-codebook-section-header {
+  align-items: flex-start;
+  display: flex;
+  gap: 1rem;
+  justify-content: space-between;
+  margin-bottom: 0.75rem;
+}
+
+.redcap-codebook-section-header h2 { margin: 0 0 0.3rem; }
+.redcap-codebook-description { color: #57606a; margin: 0; max-width: 72rem; }
+
+.redcap-codebook-table-panel {
+  background: #fff;
+  border: 1px solid #d0d7de;
+  border-radius: 6px;
+  overflow-x: auto;
+  padding: 0.75rem;
+}
+
+.redcap-codebook-empty { color: #57606a; font-style: italic; margin: 0; }
+
+.redcap-codebook-project-details {
+  display: grid;
+  gap: 1rem;
+  grid-template-columns: repeat(auto-fit, minmax(18rem, 1fr));
+}
+
+.redcap-codebook-project-detail-group {
+  border: 1px solid #d8dee4;
+  border-radius: 6px;
+  overflow: hidden;
+}
+
+.redcap-codebook-project-detail-group h3 {
+  background: #f6f8fa;
+  border-bottom: 1px solid #d8dee4;
+  font-size: 0.95rem;
+  margin: 0;
+  padding: 0.5rem 0.75rem;
+}
+
+.redcap-codebook-project-detail-table {
+  border-collapse: collapse;
+  font-size: 0.88rem;
+  width: 100%;
+}
+
+.redcap-codebook-project-detail-table th,
+.redcap-codebook-project-detail-table td {
+  border-bottom: 1px solid #eaeef2;
+  padding: 0.45rem 0.75rem;
+  text-align: left;
+  vertical-align: top;
+}
+
+.redcap-codebook-project-detail-table th {
+  color: #57606a;
+  font-weight: 600;
+  width: 42%;
+}
+
+.redcap-codebook-project-detail-table tr:last-child th,
+.redcap-codebook-project-detail-table tr:last-child td { border-bottom: 0; }
+.redcap-codebook-table { font-size: 0.86rem; }
+
+.redcap-codebook-table thead th {
+  background: #f6f8fa;
+  border-bottom-color: #d0d7de;
+  color: #24292f;
+}
+
+.redcap-codebook-table tbody td { vertical-align: top; }
+.redcap-codebook-table tbody tr { cursor: pointer; }
+
+.redcap-codebook-table tbody tr.redcap-codebook-row-selected td {
+  background-color: #fff8c5 !important;
+}
+
+.redcap-codebook-table-panel .dataTables_wrapper { color: #24292f; }
+
+.redcap-codebook-table-panel .dataTables_filter input,
+.redcap-codebook-table-panel .dataTables_length select,
+.redcap-codebook-table-panel thead input {
+  border: 1px solid #d0d7de;
+  border-radius: 4px;
+  padding: 0.2rem 0.35rem;
+}
+
+.redcap-codebook-table-panel .dataTables_info,
+.redcap-codebook-table-panel .dataTables_paginate {
+  color: #57606a;
+  font-size: 0.85rem;
+  margin-top: 0.5rem;
+}
diff --git a/tests/testthat/_snaps/codebook/codebook.js b/tests/testthat/_snaps/codebook/codebook.js
new file mode 100644
index 0000000..a0a5245
--- /dev/null
+++ b/tests/testthat/_snaps/codebook/codebook.js
@@ -0,0 +1,55 @@
+document.addEventListener("DOMContentLoaded", function () {
+  const tabs = document.querySelectorAll(".redcap-codebook-tab");
+  const sections = document.querySelectorAll(".redcap-codebook-section");
+
+  function showSection(sectionId) {
+    tabs.forEach(function (tab) {
+      const active = tab.getAttribute("data-section") === sectionId;
+      tab.classList.toggle("is-active", active);
+      tab.setAttribute("aria-selected", active ? "true" : "false");
+    });
+
+    sections.forEach(function (section) {
+      section.classList.toggle("is-active", section.id === sectionId);
+    });
+
+    if (window.HTMLWidgets && window.HTMLWidgets.staticRender) {
+      window.HTMLWidgets.staticRender();
+    }
+
+    if (window.jQuery && window.jQuery.fn.dataTable) {
+      window.jQuery(".dataTable").each(function () {
+        if (window.jQuery.fn.dataTable.isDataTable(this)) {
+          window.jQuery(this).DataTable().columns.adjust();
+        }
+      });
+    }
+  }
+
+  tabs.forEach(function (tab) {
+    tab.addEventListener("click", function (event) {
+      event.preventDefault();
+      showSection(tab.getAttribute("data-section"));
+      document
+        .querySelector(".redcap-codebook-header")
+        .scrollIntoView({ behavior: "auto", block: "start" });
+    });
+  });
+
+  document.addEventListener("click", function (event) {
+    const row = event.target.closest(".redcap-codebook-table tbody tr");
+    if (!row) return;
+
+    row.parentElement
+      .querySelectorAll("tr.redcap-codebook-row-selected")
+      .forEach(function (selectedRow) {
+        selectedRow.classList.remove("redcap-codebook-row-selected");
+      });
+    row.classList.add("redcap-codebook-row-selected");
+  });
+
+  if (window.location.hash) {
+    const sectionId = window.location.hash.replace("#", "");
+    if (document.getElementById(sectionId)) showSection(sectionId);
+  }
+});
diff --git a/tests/testthat/test-codebook.R b/tests/testthat/test-codebook.R
index 765535c..1057422 100644
--- a/tests/testthat/test-codebook.R
+++ b/tests/testthat/test-codebook.R
@@ -129,8 +129,10 @@ test_that("build_codebook returns structured codebook tables", {
   )
   repeating <- tibble::tibble(
     event_name = "Follow-up",
-    instrument_name = "visit",
-    unique_event_name = "followup_arm_1"
+    arm_num = 1L,
+    unique_event_name = "followup_arm_1",
+    form_name = "visit",
+    custom_form_label = NA_character_
   )
   project_info <- tibble::tibble(
     project_id = 42,
@@ -164,6 +166,7 @@ test_that("build_codebook returns structured codebook tables", {
   )
   expect_equal(nrow(codebook$fields), 4)
   expect_equal(nrow(codebook$choices), 5)
+  expect_identical(codebook$repeating, repeating)
   expect_equal(codebook$project$project_title, "Example Codebook")
   expect_equal(codebook$project$project_id, 42)
   expect_equal(codebook$project$project_language, "English")
@@ -222,6 +225,92 @@ test_that("build_codebook parses choices and field display metadata", {
   )
 })
 
+test_that("build_codebook includes choice types and implicit binary choices", {
+  metadata <- tibble::tibble(
+    field_name = c(
+      "record_id",
+      "consented",
+      "eligible",
+      "priority",
+      "disposition",
+      "symptoms"
+    ),
+    form_name = "main",
+    field_type = c(
+      "text",
+      "yesno",
+      "truefalse",
+      "radio",
+      "dropdown",
+      "checkbox"
+    ),
+    field_label = c(
+      "Record ID",
+      "Consented",
+      "Eligible",
+      "Priority",
+      "Disposition",
+      "Symptoms"
+    ),
+    select_choices_or_calculations = c(
+      NA,
+      NA,
+      NA,
+      "1, Routine | 2, Urgent",
+      "1, Open | 2, Closed",
+      "fever, Fever | rash, Rash"
+    )
+  )
+
+  choices <- build_mock_codebook(metadata)$choices
+
+  expect_equal(
+    choices |>
+      dplyr::distinct(.data$field_name, .data$choice_type),
+    tibble::tibble(
+      field_name = c(
+        "consented",
+        "eligible",
+        "priority",
+        "disposition",
+        "symptoms"
+      ),
+      choice_type = c("yesno", "truefalse", "radio", "dropdown", "checkbox")
+    )
+  )
+
+  binary_choices <- choices |>
+    dplyr::filter(.data$choice_type %in% c("yesno", "truefalse")) |>
+    dplyr::select("field_name", "choice_value", "choice_label")
+
+  expect_equal(
+    binary_choices,
+    tibble::tibble(
+      field_name = c("consented", "consented", "eligible", "eligible"),
+      choice_value = c("1", "0", "1", "0"),
+      choice_label = c("Yes", "No", "True", "False")
+    )
+  )
+})
+
+test_that("build_codebook excludes calculations from choices", {
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "bmi"),
+    form_name = "main",
+    field_type = c("text", "calc"),
+    field_label = c("Record ID", "BMI"),
+    select_choices_or_calculations = c(
+      NA,
+      "round([weight]/([height]^2), 1)"
+    )
+  )
+
+  codebook <- build_mock_codebook(metadata)
+
+  expect_equal(nrow(codebook$choices), 0)
+  expect_equal(codebook$fields$choice_count, c(0L, 0L))
+})
+
 test_that("build_codebook summarizes forms, events, and repeating structure", {
   metadata <- tibble::tibble(
     field_name = c("record_id", "baseline_value", "visit_value"),
@@ -278,6 +367,37 @@ test_that("build_codebook summarizes forms, events, and repeating structure", {
   )
 })
 
+test_that("build_codebook identifies forms in repeating events", {
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "visit_date"),
+    form_name = "visit",
+    field_type = "text",
+    field_label = c("Record ID", "Visit Date")
+  )
+  events <- tibble::tibble(
+    event_name = "Visit",
+    unique_event_name = "visit_arm_1",
+    arm_num = 1L
+  )
+  event_instruments <- tibble::tibble(
+    unique_event_name = "visit_arm_1",
+    form = "visit"
+  )
+  repeating <- tibble::tibble(
+    unique_event_name = "visit_arm_1",
+    form_name = NA_character_
+  )
+
+  codebook <- build_mock_codebook(
+    metadata = metadata,
+    events = events,
+    event_instruments = event_instruments,
+    repeating_instruments = repeating
+  )
+
+  expect_equal(unique(codebook$fields$repeating_status), "Repeating event")
+})
+
 test_that("print.redcap_codebook reports concise project counts", {
   metadata <- tibble::tibble(
     field_name = "record_id",
@@ -370,16 +490,24 @@ test_that("view_codebook returns a browsable HTML object", {
   expect_false(grepl("Back to top", as.character(viewer), fixed = TRUE))
   expect_match(as.character(viewer), "status")
   expect_match(as.character(viewer), "Open")
-  viewer_head <- htmltools::renderTags(viewer)$head
-  expect_match(viewer_head, "HTMLWidgets.staticRender")
-  expect_match(viewer_head, "columns.adjust")
-  expect_match(viewer_head, "scrollIntoView")
-  expect_match(viewer_head, "position: sticky")
-  expect_match(viewer_head, "redcap-codebook-summary-item")
-  expect_match(viewer_head, "redcap-codebook-table thead th")
-  expect_match(viewer_head, "redcap-codebook-project-detail-table")
-  expect_match(viewer_head, "redcap-codebook-row-selected")
-  expect_false(grepl("window.location.hash =", viewer_head, fixed = TRUE))
+  dependencies <- htmltools::renderTags(viewer)$dependencies
+  dependency_names <- vapply(dependencies, `[[`, character(1), "name")
+  expect_true("redcap-codebook-viewer" %in% dependency_names)
+})
+
+test_that("codebook viewer assets match snapshots", {
+  asset_dir <- system.file("codebook-viewer", package = "REDCapExploreR")
+
+  expect_snapshot_file(
+    file.path(asset_dir, "codebook.css"),
+    name = "codebook.css",
+    cran = TRUE
+  )
+  expect_snapshot_file(
+    file.path(asset_dir, "codebook.js"),
+    name = "codebook.js",
+    cran = TRUE
+  )
 })
 
 test_that("view_codebook includes section descriptions", {
diff --git a/tests/testthat/test-quality-report.R b/tests/testthat/test-quality-report.R
index 36e935d..d95e02a 100644
--- a/tests/testthat/test-quality-report.R
+++ b/tests/testthat/test-quality-report.R
@@ -50,6 +50,21 @@ test_that("build_quality_report requires REDCap API credentials", {
     build_quality_report(redcap_uri = "", token = "", progress = "none"),
     "redcap_uri"
   )
+  expect_error(
+    build_quality_report(redcap_uri = 1, token = 2, progress = "none"),
+    "redcap_uri"
+  )
+})
+
+test_that("build_quality_report validates scalar finite thresholds", {
+  expect_error(
+    build_quality_report(sparse_threshold = NA_real_, progress = "none"),
+    "sparse_threshold"
+  )
+  expect_error(
+    build_quality_report(outlier_iqr_multiplier = c(1, 2), progress = "none"),
+    "outlier_iqr_multiplier"
+  )
 })
 
 test_that("pull_redcap_project quiets REDCapR API messages", {
@@ -108,7 +123,7 @@ test_that("pull_redcap_project quiets REDCapR API messages", {
   )
 })
 
-test_that("pull_redcap_project tolerates optional API failures but not required failures", {
+test_that("pull_redcap_project reports optional and required API failures", {
   testthat::local_mocked_bindings(
     redcap_read_oneshot = function(redcap_uri, token, verbose, ...) {
       list(data = tibble::tibble(record_id = "1"))
@@ -137,17 +152,14 @@ test_that("pull_redcap_project tolerates optional API failures but not required
     }
   )
 
-  project <- pull_redcap_project(
-    redcap_uri = "https://redcap.example/api/",
-    token = "test-token"
+  expect_error(
+    pull_redcap_project(
+      redcap_uri = "https://redcap.example/api/",
+      token = "test-token"
+    ),
+    "event metadata"
   )
 
-  expect_equal(nrow(project$data), 1)
-  expect_equal(project$events, tibble::tibble())
-  expect_equal(project$event_instruments, tibble::tibble())
-  expect_equal(project$instruments, tibble::tibble())
-  expect_equal(project$repeating_instruments, tibble::tibble())
-
   testthat::local_mocked_bindings(
     redcap_read_oneshot = function(...) {
       stop("required records failed")
@@ -163,6 +175,42 @@ test_that("pull_redcap_project tolerates optional API failures but not required
   )
 })
 
+test_that("API repeating configuration does not depend on exported rows", {
+  redcap_data <- tibble::tibble(
+    record_id = character(),
+    repeat_value = character(),
+    repeat_form_complete = integer()
+  )
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "repeat_value"),
+    form_name = c("main", "repeat_form"),
+    field_type = "text",
+    field_label = c("Record ID", "Repeat Value"),
+    required_field = "n"
+  )
+  repeating_instruments <- tibble::tibble(
+    event_name = "Event 1",
+    arm_num = 1L,
+    unique_event_name = "event_1_arm_1",
+    form_name = "repeat_form",
+    custom_form_label = NA_character_
+  )
+
+  report <- build_mock_quality_report(
+    data = redcap_data,
+    metadata = metadata,
+    repeating_instruments = repeating_instruments,
+    checks = "missingness"
+  )
+
+  expect_true(report$summaries$project$repeating_enabled)
+  expect_equal(
+    report$metadata$repeating_instruments$redcap_event_name,
+    "event_1_arm_1"
+  )
+  expect_equal(nrow(report$findings), 0)
+})
+
 test_that("build_quality_report returns expected findings and summaries for API data", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "2", "2", "3"),
@@ -218,7 +266,6 @@ test_that("build_quality_report returns expected findings and summaries for API
       "event_instruments",
       "instruments",
       "repeating_instruments",
-      "instrument_structure",
       "choices",
       "validation",
       "branching",
@@ -417,6 +464,7 @@ test_that("API field summaries ignore structural missingness from repeating inst
   report <- build_mock_quality_report(
     data = redcap_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "repeating_form"),
     checks = "missingness"
   )
 
@@ -428,7 +476,7 @@ test_that("API field summaries ignore structural missingness from repeating inst
       dplyr::pull(.data$missing_rate),
     c(0, 0)
   )
-  expect_equal(report$summaries$records$missing_field_count, c(0, 0, 0))
+  expect_equal(report$summaries$records$missing_field_count, 0)
 })
 
 test_that("API project and form missing rates are weighted missing fractions", {
@@ -483,6 +531,7 @@ test_that("API operational checks ignore structural completion blanks from repea
   report <- build_mock_quality_report(
     data = redcap_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "repeating_form"),
     checks = "operational"
   )
 
@@ -552,6 +601,30 @@ test_that("API checkbox consistency findings use REDCap checkbox columns", {
   expect_equal(report$findings$value, "symptoms___none")
 })
 
+test_that("API checkbox consistency uses metadata choice values", {
+  redcap_data <- tibble::tibble(
+    record_id = c("1", "2"),
+    symptoms___99 = c(1, 0),
+    symptoms___1 = c(1, 1)
+  )
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "symptoms"),
+    form_name = "main",
+    field_type = c("text", "checkbox"),
+    field_label = c("Record ID", "Symptoms"),
+    select_choices_or_calculations = c(NA, "99, None | 1, Fever")
+  )
+
+  report <- build_mock_quality_report(
+    data = redcap_data,
+    metadata = metadata,
+    checks = "consistency"
+  )
+
+  expect_equal(report$findings$record_id, "1")
+  expect_equal(report$findings$value, "symptoms___99")
+})
+
 test_that("API checkbox consistency findings include repeating instance context", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "1", "1"),
@@ -576,6 +649,7 @@ test_that("API checkbox consistency findings include repeating instance context"
   report <- build_mock_quality_report(
     data = redcap_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "symptom_log"),
     checks = "consistency"
   )
 
@@ -982,6 +1056,9 @@ test_that("API field summaries ignore structural missingness between repeating i
   report <- build_mock_quality_report(
     data = redcap_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(
+      form_name = c("repeat_a", "repeat_b")
+    ),
     checks = "missingness"
   )
 
@@ -994,7 +1071,7 @@ test_that("API field summaries ignore structural missingness between repeating i
       dplyr::pull(.data$record_count),
     c(1, 1)
   )
-  expect_equal(report$summaries$records$missing_field_count, c(0, 0, 0))
+  expect_equal(report$summaries$records$missing_field_count, 0)
 })
 
 test_that("API repeating missingness requires matching non-missing form status", {
@@ -1019,6 +1096,7 @@ test_that("API repeating missingness requires matching non-missing form status",
   report <- build_mock_quality_report(
     data = redcap_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "repeat_a"),
     checks = "missingness"
   )
 
@@ -1066,6 +1144,7 @@ test_that("API completion findings preserve form order around repeating forms",
   report <- build_mock_quality_report(
     data = raw_data,
     metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "repeated"),
     checks = "operational"
   )
 
@@ -1289,6 +1368,58 @@ test_that("API required missingness respects simple branching logic", {
   expect_equal(report$summaries$records$missing_field_count, c(1, 0, 0))
 })
 
+test_that("API record summaries aggregate longitudinal rows", {
+  redcap_data <- tibble::tibble(
+    record_id = c("1", "1", "2"),
+    redcap_event_name = c("baseline_arm_1", "followup_arm_1", "baseline_arm_1"),
+    required_value = c(NA, NA, "present"),
+    main_complete = 2
+  )
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "required_value"),
+    form_name = "main",
+    field_type = "text",
+    field_label = c("Record ID", "Required Value"),
+    required_field = "y"
+  )
+
+  report <- build_mock_quality_report(
+    data = redcap_data,
+    metadata = metadata,
+    checks = "missingness"
+  )
+
+  expect_equal(report$summaries$records$record_id, c("1", "2"))
+  expect_equal(report$summaries$records$missing_field_count, c(2, 0))
+  expect_equal(report$summaries$records$finding_count, c(2L, 0L))
+})
+
+test_that("API IQR checks exclude numeric-coded categorical fields", {
+  redcap_data <- tibble::tibble(
+    record_id = as.character(seq_len(6)),
+    category = c(1, 2, 2, 3, 3, 99),
+    main_complete = 2
+  )
+  metadata <- tibble::tibble(
+    field_name = c("record_id", "category"),
+    form_name = "main",
+    field_type = c("text", "radio"),
+    field_label = c("Record ID", "Category"),
+    select_choices_or_calculations = c(
+      NA,
+      "1, A | 2, B | 3, C | 99, Other"
+    )
+  )
+
+  report <- build_mock_quality_report(
+    data = redcap_data,
+    metadata = metadata,
+    checks = "outliers"
+  )
+
+  expect_false("numeric_iqr_outlier" %in% report$findings$issue)
+})
+
 test_that("API required missingness treats NA branching evaluations as hidden", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "2", "3"),
diff --git a/tests/testthat/test-record-status-dashboard.R b/tests/testthat/test-record-status-dashboard.R
index 2fc9671..9cf5e08 100644
--- a/tests/testthat/test-record-status-dashboard.R
+++ b/tests/testthat/test-record-status-dashboard.R
@@ -23,24 +23,24 @@ build_mock_status_dashboard <- function(
     }
   )
 
-  get_record_status_data(
+  build_record_status_data(
     redcap_uri = "https://redcap.example/api/",
     token = "test-token"
   )
 }
 
-test_that("get_record_status_data requires REDCap API credentials", {
+test_that("build_record_status_data requires REDCap API credentials", {
   expect_error(
-    get_record_status_data(),
+    build_record_status_data(),
     "redcap_uri"
   )
   expect_error(
-    get_record_status_data(redcap_uri = "", token = ""),
+    build_record_status_data(redcap_uri = "", token = ""),
     "redcap_uri"
   )
 })
 
-test_that("get_record_status_data returns classic dashboard tiles", {
+test_that("build_record_status_data returns classic dashboard tiles", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "2"),
     demographic_value = c("present", "present"),
@@ -74,7 +74,7 @@ test_that("get_record_status_data returns classic dashboard tiles", {
   expect_equal(dashboard$pct_complete, c(1, NA, 1, 0))
 })
 
-test_that("get_record_status_data returns longitudinal event-form tiles", {
+test_that("build_record_status_data returns longitudinal event-form tiles", {
   redcap_data <- tibble::tibble(
     infseq_id = c("A", "A", "B", "B"),
     redcap_event_name = c(
@@ -138,7 +138,7 @@ test_that("get_record_status_data returns longitudinal event-form tiles", {
   )
 })
 
-test_that("get_record_status_data averages repeating instrument instances", {
+test_that("build_record_status_data averages repeating instrument instances", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "1", "1", "2"),
     redcap_repeat_instrument = c(NA, "repeat_form", "repeat_form", NA),
@@ -158,7 +158,8 @@ test_that("get_record_status_data averages repeating instrument instances", {
 
   dashboard <- build_mock_status_dashboard(
     data = redcap_data,
-    metadata = metadata
+    metadata = metadata,
+    repeating_instruments = tibble::tibble(form_name = "repeat_form")
   )
 
   expect_equal(
@@ -175,7 +176,7 @@ test_that("get_record_status_data averages repeating instrument instances", {
   )
 })
 
-test_that("get_record_status_data includes repeating-instrument-only events", {
+test_that("build_record_status_data includes repeating-instrument-only events", {
   redcap_data <- tibble::tibble(
     record_id = c("1", "1", "1"),
     redcap_event_name = c(
@@ -217,7 +218,10 @@ test_that("get_record_status_data includes repeating-instrument-only events", {
   )
 
   repeating_instruments <- tibble::tibble(
-    event_name = c("repeating_event_arm_1", "nonrepeating_event_arm_1"),
+    unique_event_name = c(
+      "repeating_event_arm_1",
+      "nonrepeating_event_arm_1"
+    ),
     form_name = c(NA_character_, "repeat_form")
   )
 
@@ -399,13 +403,32 @@ test_that("plot_record_status truncates long compact form labels", {
 
   expect_equal(levels(standard_plot$data$form_name), long_label)
   expect_equal(
-    levels(compact_plot$data$form_name),
+    ggplot2::ggplot_build(compact_plot)$layout$panel_params[[1]]$x$get_labels(),
     stringr::str_trunc(long_label, width = 35)
   )
   expect_equal(
-    levels(override_plot$data$form_name),
+    ggplot2::ggplot_build(override_plot)$layout$panel_params[[1]]$x$get_labels(),
     stringr::str_trunc(long_label, width = 20)
   )
+  expect_equal(levels(compact_plot$data$form_name), long_label)
+})
+
+test_that("plot_record_status keeps truncated form labels distinct", {
+  labels <- c(
+    "A very long form label whose shared prefix is identical one",
+    "A very long form label whose shared prefix is identical two"
+  )
+  dashboard <- tibble::tibble(
+    record_id = "1",
+    form_name = labels,
+    pct_complete = c(1, 0)
+  )
+
+  plot <- plot_record_status(dashboard, mode = "compact", form_label_max = 35)
+  built_plot <- ggplot2::ggplot_build(plot)
+
+  expect_equal(nlevels(plot$data$form_name), 2)
+  expect_equal(built_plot$data[[1]]$x, c(1, 2))
 })
 
 test_that("plot_record_status compact mode preserves explicit overrides", {
@@ -486,4 +509,10 @@ test_that("plot_record_status validates dashboard data", {
     ),
     "y_tick_every"
   )
+  expect_error(
+    plot_record_status(
+      tibble::tibble(record_id = "1", form_name = "main", pct_complete = 1.1)
+    ),
+    "between 0 and 1"
+  )
 })
diff --git a/vignettes/REDCapExploreR.Rmd b/vignettes/REDCapExploreR.Rmd
index 11df418..bcb890b 100644
--- a/vignettes/REDCapExploreR.Rmd
+++ b/vignettes/REDCapExploreR.Rmd
@@ -53,13 +53,13 @@ API tokens directly in scripts, vignettes, or version-controlled files.
 
 ## Record Status Dashboard
 
-Use `get_record_status_data()` to retrieve a plotting-friendly table that
+Use `build_record_status_data()` to retrieve a plotting-friendly table that
 summarizes REDCap form completion status by record. Then pass the result to
 `plot_record_status()` to create a ggplot heat map similar to the REDCap Record
 Status Dashboard.
 
 ```{r record-status-api, eval=FALSE}
-status_data <- get_record_status_data(
+status_data <- build_record_status_data(
   redcap_uri = redcap_uri,
   token = token
 )
@@ -70,7 +70,7 @@ plot_record_status(status_data)
 The package includes a small synthetic dataset for examples and offline
 exploration. `mock_record_status_data` is generated from `mock_redcap_project`
 using the same internal record-status logic that supports
-`get_record_status_data()`.
+`build_record_status_data()`.
 
 ```{r record-status-mock, fig.alt="Synthetic REDCap record status dashboard heat map."}
 mock_record_status_data
@@ -183,11 +183,15 @@ report <- build_quality_report(
 )
 ```
 
+See the [quality report article](quality-report.html) for a complete reference
+to report checks, output elements, interpretation workflows, and core
+assumptions.
+
 ## Pulling project data
 
-`pull_redcap_project()` retrieves the raw REDCap records and project metadata
+`pull_redcap_project()` retrieves the raw REDCap records and structural metadata
 used by the quality reporting workflow. This can be useful when you need the
-same normalized API pull for custom exploration.
+same API tables for custom exploration.
 
 ```{r pull-project-api, eval=FALSE}
 project <- pull_redcap_project(
diff --git a/vignettes/articles/quality-report.Rmd b/vignettes/articles/quality-report.Rmd
new file mode 100644
index 0000000..281066b
--- /dev/null
+++ b/vignettes/articles/quality-report.Rmd
@@ -0,0 +1,381 @@
+---
+title: "Understanding REDCap Quality Reports"
+output: rmarkdown::html_document
+---
+
+```{r, include = FALSE}
+knitr::opts_chunk$set(
+  collapse = TRUE,
+  comment = "#>"
+)
+```
+
+```{r setup}
+library(REDCapExploreR)
+```
+
+`build_quality_report()` retrieves REDCap records and project structure, applies
+general data quality checks, and organizes the results for review. The report is
+intended to help data managers and analysts identify records, fields, and
+metadata that warrant attention. It does not modify the REDCap project.
+
+This article explains how to build and navigate a report. All evaluated
+examples use `mock_quality_report`, a synthetic report included with the
+package, so they do not require REDCap credentials.
+
+## How to Use
+
+### Build a report
+
+Store the REDCap API URI and token outside version-controlled code, such as in
+environment variables, and pass them to `build_quality_report()`:
+
+```{r build-report, eval=FALSE}
+report <- build_quality_report(
+  redcap_uri = Sys.getenv("REDCAP_URI"),
+  token = Sys.getenv("REDCAP_TOKEN")
+)
+```
+
+`checks` controls which findings are generated. Summaries and interpreted
+metadata are still returned, while `finding_count` values in the project and
+record summaries reflect the selected check groups. `mock_quality_report` was
+built with all default check groups and thresholds.
+
+The default call runs all five check groups: `missingness`, `metadata`,
+`outliers`, `operational`, and `consistency`. Use `checks` to run a focused
+review:
+
+```{r focused-report, eval=FALSE}
+report <- build_quality_report(
+  redcap_uri = Sys.getenv("REDCAP_URI"),
+  token = Sys.getenv("REDCAP_TOKEN"),
+  checks = c("missingness", "metadata"),
+  progress = "none"
+)
+```
+
+Two arguments control heuristic thresholds:
+
+- `sparse_threshold` is the applicable-row missing rate at which a field is
+  reported as unexpectedly sparse. It defaults to `0.95`.
+- `outlier_iqr_multiplier` controls the distance from the first and third
+  quartiles used by the IQR outlier check. It defaults to `3`.
+
+`progress = "auto"` displays progress in interactive sessions. Use `"show"` to
+force it or `"none"` to suppress it.
+
+### Start with the report overview
+
+Printing the report gives a short project-level overview. The object itself is
+a list with `findings`, `summaries`, and `metadata` elements.
+
+```{r report-overview}
+mock_quality_report
+
+names(mock_quality_report)
+names(mock_quality_report$summaries)
+names(mock_quality_report$metadata)
+```
+
+Begin with the project summary and a count of findings by check and issue. This
+shows the size and structure of the project alongside the types of review items
+that were found.
+
+```{r report-triage}
+mock_quality_report$summaries$project
+
+mock_quality_report$findings |>
+  dplyr::count(check, issue, severity, sort = TRUE)
+```
+
+### Review actionable findings
+
+Use `scope` to distinguish findings tied to a specific record and field from
+field-level metadata findings. The context columns remain available for
+longitudinal and repeating projects.
+
+```{r record-findings}
+record_findings <- mock_quality_report$findings |>
+  dplyr::filter(scope == "record_field") |>
+  dplyr::select(
+    finding_id,
+    severity,
+    issue,
+    record_id,
+    event_name,
+    repeat_instrument,
+    repeat_instance,
+    field_name,
+    value,
+    expected
+  )
+
+record_findings
+```
+
+Filter by record, issue, form, or severity to create a review queue. Severity is
+a package-provided prioritization aid, not a clinical or regulatory
+classification.
+
+```{r review-one-record}
+mock_quality_report$findings |>
+  dplyr::filter(record_id == "C002") |>
+  dplyr::select(
+    finding_id,
+    severity,
+    issue,
+    form_name,
+    field_name,
+    value,
+    expected,
+    message
+  )
+```
+
+Join findings to interpreted field metadata when labels and field types are
+useful during review:
+
+```{r enrich-findings}
+field_reference <- mock_quality_report$metadata$fields |>
+  dplyr::select(field_name, field_label, field_type, required_field)
+
+mock_quality_report$findings |>
+  dplyr::filter(!is.na(field_name)) |>
+  dplyr::inner_join(field_reference, by = "field_name") |>
+  dplyr::select(
+    finding_id,
+    issue,
+    record_id,
+    field_name,
+    field_label,
+    field_type,
+    required_field
+  )
+```
+
+## Key Elements
+
+### Findings
+
+`findings` is a standardized tibble with one row per detected issue. A report
+with no findings returns an empty tibble with the same columns.
+
+| Column | Meaning |
+|---|---|
+| `finding_id` | Sequential identifier assigned within the report. |
+| `check` | Check group that produced the finding. |
+| `issue` | Stable issue name suitable for filtering and counting. |
+| `severity` | Package-assigned `warning` or `info` review priority. |
+| `scope` | `record_field` for record-level findings or `field` for metadata and aggregate findings. |
+| `record_id` | REDCap record identifier when the finding is record-specific. |
+| `form_name` | REDCap instrument associated with the finding. |
+| `event_name` | Unique REDCap event name when available. |
+| `repeat_instrument` | Repeating instrument name when available. |
+| `repeat_instance` | Repeating instance number when available. |
+| `field_name` | REDCap field associated with the finding. |
+| `value` | Observed value or aggregate value that triggered the finding. |
+| `expected` | Concise description of the expected state or range. |
+| `message` | Human-readable explanation of the finding. |
+
+The following checks are currently performed.
+
+| Check | Issue | What it identifies | Severity and scope |
+|---|---|---|---|
+| Missingness | `required_field_missing` | A required field is blank on a row where the form and branching logic are applicable and completion status permits missingness assessment. | Warning, `record_field` |
+| Missingness | `unexpected_sparse_field` | A field's missing rate is at or above `sparse_threshold` among its applicable rows. | Info, field |
+| Metadata | `duplicate_field_label` | The same nonblank field label is used by multiple field names. | Info, field |
+| Metadata | `missing_field_label` | A field has no label. | Info, field |
+| Metadata | `missing_choice_definition` | A radio, dropdown, or checkbox field has no explicit choice definition. | Warning, field |
+| Metadata | `orphaned_branching_reference` | Branching logic references a field not present in project metadata. | Warning, field |
+| Metadata | `high_risk_free_text` | A text or notes field name or label contains terms associated with notes, comments, other details, or similar free text. | Info, field |
+| Outliers | `outside_validation_range` | A numeric value is below or above a REDCap metadata validation bound. | Warning, `record_field` |
+| Outliers | `numeric_iqr_outlier` | A numeric, non-choice field falls outside the configured IQR heuristic. At least four observed values and a nonzero IQR are required. | Info, `record_field` |
+| Outliers | `future_date` | A field with date validation contains a `YYYY-MM-DD` value after the report date. | Info, `record_field` |
+| Operational | `incomplete_form_status` | An applicable form status is missing or is not Complete. | Info, `record_field` |
+| Consistency | `checkbox_none_with_other` | A checkbox option labeled as none, no, or not applicable is selected with another option. | Warning, `record_field` |
+
+Choice fields are excluded from IQR outlier detection even when their codes are
+numeric. Yes/No and True/False fields have implicit REDCap choices, so they do
+not require an explicit choice definition.
+
+### Summaries
+
+`summaries` provides five views of the normalized project and report findings.
+
+#### Project
+
+`summaries$project` is a one-row overview:
+
+- `record_count`: number of distinct record identifiers.
+- `raw_row_count`: number of rows returned by the records API, including event
+  and repeating rows.
+- `field_count`, `form_count`, and `event_count`: project structure counts.
+- `repeating_enabled`: whether repeating configuration was returned by REDCap.
+- `missing_rate`: weighted missing fraction across applicable field-row cells.
+- `finding_count`: total number of findings from the selected check groups.
+
+```{r project-summary}
+mock_quality_report$summaries$project
+```
+
+#### Forms and fields
+
+`summaries$forms` reports field counts, required-field counts, and weighted
+missing rates by form. `summaries$fields` gives the most detailed missingness
+profile:
+
+- `record_count` is the number of applicable rows assessed for the field. It is
+  not necessarily the number of distinct records because longitudinal and
+  repeating projects can contribute multiple rows per record.
+- `missing_count` and `observed_count` partition applicable rows.
+- `missing_rate` is `missing_count / record_count`, or `NA` when no rows are
+  applicable.
+- `distinct_count` counts unique nonmissing values.
+
+```{r field-summaries}
+mock_quality_report$summaries$forms
+
+mock_quality_report$summaries$fields |>
+  dplyr::arrange(dplyr::desc(missing_rate), field_name) |>
+  dplyr::select(
+    field_name,
+    form_name,
+    required_field,
+    record_count,
+    missing_count,
+    missing_rate,
+    distinct_count
+  )
+```
+
+Project and form missing rates are weighted across applicable field-row cells.
+They are not simple averages of field-level percentages.
+
+#### Records and events
+
+`summaries$records` contains one row per record. `missing_field_count` sums
+missing applicable field values across that record's events and repeat
+instances, while `finding_count` counts record-specific findings. Field-level
+metadata findings do not belong to an individual record.
+
+`summaries$events` counts raw API rows by unique event name. It is empty for
+nonlongitudinal projects.
+
+```{r record-event-summaries}
+mock_quality_report$summaries$records |>
+  dplyr::arrange(dplyr::desc(finding_count), record_id)
+
+mock_quality_report$summaries$events
+```
+
+### Metadata
+
+`metadata` preserves and interprets project structure used by the checks.
+
+| Element | Contents |
+|---|---|
+| `fields` | Standardized REDCap field metadata used by the report. |
+| `forms` | One row per form with field, required-field, and choice-field counts. |
+| `events` | Standardized longitudinal event metadata. |
+| `event_instruments` | Standardized event-to-form mapping. |
+| `instruments` | Instrument names and labels returned by REDCap. |
+| `repeating_instruments` | Repeating event and instrument configuration returned by REDCap, with normalized join columns. |
+| `choices` | Parsed explicit choices and implicit Yes/No and True/False choices. |
+| `validation` | Fields with validation types or minimum/maximum bounds. |
+| `branching` | Fields with branching logic and parsed referenced field names. |
+| `record_id_field` | Field name used as the project record identifier. |
+| `source` | Source of the normalized project; API reports use `"api"`. |
+
+These tables are useful for interpreting findings and for project-level review
+that is not represented by a finding. For example, inspect repeating structure
+and validation rules directly:
+
+```{r metadata-examples}
+mock_quality_report$metadata$repeating_instruments
+
+mock_quality_report$metadata$validation
+
+mock_quality_report$metadata$branching
+```
+
+## Core Assumptions
+
+### Findings are review prompts
+
+The checks are broad heuristics intended to identify items worth reviewing.
+They do not establish clinical correctness, protocol compliance, or regulatory
+compliance. An `info` finding can still be important, and a report with no
+findings does not prove that the data are correct.
+
+`finding_id` is assigned when a report is built and should not be treated as a
+persistent identifier across runs. Use issue and REDCap context columns when
+tracking findings externally.
+
+### Missingness is assessed only where a field is applicable
+
+`NA` and blank or whitespace-only values are treated as missing. For checkbox
+fields, one or more checked options make the field observed; a set of unchecked
+exports is treated as missing when the field is assessed.
+
+Applicability combines several pieces of project structure:
+
+1. Longitudinal forms are limited to events in the event-to-form mapping.
+2. Repeating instruments are identified from REDCap repeating configuration,
+   not inferred solely from rows currently present in the data export.
+3. Repeating rows are matched to their configured instrument so structural
+   blanks from other repeating instruments are not counted as missing.
+4. Branching logic limits assessment to rows where the field should be shown.
+5. Missingness is assessed only when `<form_name>_complete` is Unverified (`1`)
+   or Complete (`2`). Incomplete (`0`) forms are handled by the operational
+   check instead.
+
+This design avoids treating structural blanks as missing data. It also means a
+field can have `record_count = 0` and `missing_rate = NA` when no exported rows
+are eligible for assessment.
+
+### Branching logic support is intentionally bounded
+
+The branching evaluator supports ordinary field comparisons, checkbox choice
+references, parentheses, and `and`/`or` combinations. A valid expression that
+evaluates to `NA` is treated as not shown for that row.
+
+REDCap functions, smart variables, and other expressions outside the supported
+subset are treated as applicable rather than used to hide a potentially
+required value. The metadata check separately reports references to fields that
+are absent from project metadata. Complex branching findings should therefore
+be reviewed against REDCap itself.
+
+### Outlier checks depend on metadata and sample size
+
+Validation-range findings depend on numeric minimum and maximum values defined
+in REDCap metadata. IQR findings are distribution-based and require at least
+four observed values and a nonzero IQR. Their usefulness depends on the field's
+distribution and the selected multiplier.
+
+Future-date checks apply only to fields whose REDCap validation type contains
+`date`, and values are interpreted in `YYYY-MM-DD` form. Invalid date strings
+are not reported as future dates.
+
+### Completion status drives two different questions
+
+Missingness asks whether expected values are present on forms sufficiently
+complete to assess. The operational check asks whether accessible forms have a
+Complete status. For that reason, a form marked Incomplete can produce an
+operational finding without contributing required-field missingness findings.
+
+### Counts reflect REDCap's row structure
+
+A REDCap record can produce multiple API rows because of events and repeating
+instances. Project `record_count` counts distinct records, `raw_row_count`
+counts exported rows, field `record_count` counts applicable rows, and event
+`row_count` counts exported rows per event. Choose the measure that matches the
+question being asked.
+
+### The report depends on current REDCap structure
+
+Descriptive fields are removed before analysis because they do not store record
+values. Structural metadata retrieval failures are reported as errors rather
+than silently converted to empty project structure. Results reflect the API
+records and metadata available when the report is built, including the token's
+project access and export configuration.