Running a web report

For a list and description of all the reports you can access, see Reports included in Axiom Capital Planning.

To run a web report:

  1. In the Cap Track Admin or Cap Track task pane, in the Capital Tracking Reports section, click Project Tracking Web Reports.
  2. Double-click the report to run.

  3. On the left side of the screen, do one of the following:

    Option Description
    To filter the information to include in the report
    1. Select the data to filter the report by.
    2. Click Apply.
    To include all of the projects in the report Leave the fields blank, and click Apply.
    To configure the way information is ordered in the report
    • In the Sort drop-down, select the column to sort by.
    • In the Order drop-down, select ascending or descending order.
    To remove all of the selections in the filter fields Click Clear All.

  4. To print or save a PDF version of the report, in the upper right corner of the report, click the PDF icon.

  5. From the browser, print or save the report.