Generate a report on demand
The Generate now button produces a catalog report instantly, without waiting for its scheduled sending. You see the PDF preview before downloading or sending it.
Generate and download a report
Open Company preferences, REPORTS tab (see Explore the report catalog).
On the report's row, click Generate now. The window opens and immediately prepares a preview (Generating the report…).
Choose the Period: Current month, Previous month, Current quarter, Previous quarter or Custom (From and To dates). For an as-of-date report, the block is called As-of date: Today, End of previous month, End of previous quarter or Other date.
In Scope, keep Whole agency or choose a sales rep, if the report allows it.
In Format, select PDF (branch layout) and, if the report offers one, Excel (.xlsx spreadsheet).
Complete the report's own Parameters, if there are any.
If you changed a setting, the preview shows Settings changed: refresh the preview: click Refresh preview. When it is up to date, the Preview ready label appears with the period and the number of pages.
Click Download PDF or Download Excel.
The report uses the header and footer of the branch's active document template. The report's warnings (for example missing data) appear under the settings. A simple preview or download is not recorded in the sending history.
Send the report by email
In Recipients, enter one or more addresses separated by “;”. Leave the field empty to use the global report recipient.
Click Send to recipients (the number of recipients is shown in parentheses).
The Report sent. message confirms the sending, which appears in the History of sendings tab.
If the sending fails, CAPPS shows the reason and the button becomes Retry sending: a new click resends the same report, without producing it again.
What CAPPS refuses
| Message | What to do |
|---|---|
| Dates are required for a custom period. | Fill in both dates. |
| The period cannot be in the future. | Choose an end date no later than today. |
| The start date must be before the end date. | Swap or correct the dates. |
| Period limited to 366 days. | Shorten the period. |
| Choose at least one format. | Select PDF or Excel. |
| No recipient: enter an address or set the global report recipient. | Enter an address, or set the global recipient on the Reports screen. |
| Too many recipients: 10 at most for an immediate sending. | Shorten the list, or schedule the sending. |
| Report too large: shorten the period or choose a single format. | The file exceeds 20 MB: shorten the period or keep only one format. |
Without the Create and edit permission, you can generate, preview and download a report, but the send button does not appear. A user limited to their own customers only generates their own scope.