CAPS2025 Custom Reports & Queries

Published on Oct 27, 2026

2 minute(s) read

Queries are used for creating specific data sets that can later be filtered and exported to Excel like any other grid, they can also be used in Dashboards. Reports are used to generate Word or PDF documents based on predefined templates and prepared data sets.

It is possible to use existing Queries and Report or to create you own custom ones.

Listing Reports

To see the list of Repots:

Go to the CAPS2025 Main Menu.
Click Custom reports to go to the Custom reports main screen.
Select Reports from the dropdown.

Go to Custom reports and select Reports from the dropdown.

Reports are used to generate Word or PDF documents based on predefined templates and prepared data sets. At the moment we have 2 system reports available for users.

Creating / Editing Custom Reports

A number of stock Custom Reports have been created in CAPS2025. These System Reports belong to the CSA user and cannot be modified by other users in IMS. Users can create a copy of the included System Reports to tailor the reports to their specific needs.

System Reports owned by CSA Users.

To create a Custom Report based on one of the System Reports:

Select the desired System Report from the Custom Reports Grid List.
Click Copy.

Select the Desired System Report and click Copy.

A new report will be created in the Reports Grid List with a number appended to the original name.

Click Edit to the left of the newly-created Report.

Click Edit Button to edit the new Report.

The Edit Report page will appear.

Edit the basic information about the new Report in the Edit Report dialog.
Click Save to save your changes.

Edit the Details for your Custom Report in the Edit Report dialog. Click Save.

Note
To learn more about creating and editing Custom Reports, see: Custom Reports Editor.

Generate a Custom Reports

To use your Custom Report to generate a Report:

Select the desired Piping Classes from the Piping Classes Grid List.
Click the Report button.

Select Desired Rows and click Report.

Next:

Select the Custom Report tab at the top of the Generate Report dialog.
Select your Custom Report from the Grid List.
Select the type of report (PDF, Word) from the bottom right of the dialog.

Select the desired Custom Report and Report Type to Generate your Report.

Listing Queries

To see the list of Queries:

Go to the CAPS2025 Main Menu.
Click Custom reports to go to the Custom reports main screen.
Select Queries from the dropdown.

Go to the Custom reports Mains screen and select Queries form the dropdown.

The Queries are used for creating specific data sets that can later be filtered and exported to Excel like any other grid.

Creating / Editing Custom Queries

If needed Custom Queries can be created / edited via the Custom Query Editor.

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