How to Generate Custom Reports in Capexplan

Master the process of generating customized reports in Capexplan to gain valuable insights into your capital expenditure data. Learn how to tailor reports to specific needs, visualize financial trends, and make informed business decisions based on detailed analysis.

• Access the Reports section.

• Click the Report Generator.

• Enter a descriptive name for the report.
• Choose the entity (e.g., Almiranta 1) for which the report will be generated.
• Confirm your entity selection by clicking “Add.”
• Optionally include dependents if relevant.
• Toggle to display the business unit if necessary.
• Specify the level of detail or aggregation needed for the report.
• Select the type of report (e.g., Non-Relational).
• Decide whether numerical data should display decimals.
• Choose the specific fields to include in the report.
• Select a chart type for visual representation (e.g., bar chart, line chart).
• Set the timeframe for the report:
• Opt for “Current Year” or define a custom timeframe.
• Specify the end date (e.g., 2024-06-24).
• Determine the reporting frequency (e.g., Monthly).
• Customize any additional parameters according to your reporting requirements.
• Once all settings are configured, generate the report by clicking the “Generate” button.

• Save and export the report in PDF format as needed.