CAPS2025 Generating Reports

Reports can be generated from the Main Screen toolbar, or from a Details Page.

Generating Reports from Main Screens

To generate an online report from a Main Screen Toolbar:

Go to the applicable Main Screen.
Select the Units that the report must show, with the scoping bar.
Select other key parameters, with the filter. Note: Each Main Screen has different key parameters that can be filtered or used for the report. For more information on using filters see CAPS2025 Main Screens.

Scoping bar and filter.

Select one or more rows in the grid (in the figure below two rows were selected).
Click on the report button in the toolbar to open the reports overview.

Select desired rows in the grid and click the report button.

Click on the expand button to get the list of available sections for the report.

Click the dropdown.

Select the sections to be included.
Click the appropriate button to either generate the document as a PFD file, a MS Word document, or directly send the report to the (local) printer.

To Generate an online Report from a Details Page (if applicable):

Click the report button in the header of the Detail Pages to generate an online report.

Select the desired report sections.Select the desired report sections.
Select the output method, i.e. click Generate as PDF, or Generate as Word, or Print.