Custom Reports Window

The Custom Reports window allows you to generate your own custom reports in either Microsoft Word or Excel using any of the data from a systems and powerplant analysis. (If you want to generate one of the predefined MSI reports that are specifically designed for submission to the ATA Maintenance Review Board, use the MSI Report Window instead.)

To open the Custom Reports window, select an item in the system hierarchy and then choose Systems > Reports > Custom Reports.

Using the Custom Reports Window

In the Select Items area, specify the items from the system hierarchy that will be included in the report. You can generate a report that contains data from a single analysis or from multiple analyses together. You can use the Expand Tree and Collapse Tree icons in this area to expand or collapse the tree.

In the Select Output Type area, select whether you want to generate the report in Microsoft Word or Microsoft Excel. Most report forms are available in both formats, although the appearance, especially headers and footers, may be different.

Use the Available Reports and Selected Reports areas to select which forms will be included in the generated report. To include a form, you can:

Double-click the form in the Available Reports area.
Select the form in the Available Reports area and then click the Include icon (>).
Drag the form from the Available Reports area to the desired location in the Selected Reports area.

Note that you can also press CTRL or SHIFT to select and move multiple forms at the same time.

To change the order of the selected forms (i.e., the order in which the forms will appear in the generated Word document), you can either select the form name and click the Up or Down arrow, or simply drag the form to the desired location in the list.

When you click Generate Report, you will be prompted to specify the name and location where the report file will be saved. Specify the pathname/filename and then click Save. The software will generate a main report with the individual forms selected. Once the report has been generated, it will open automatically in either Microsoft Word or Microsoft Excel. For reports created in Word, the individual report forms will be separated by section breaks. For reports created in Excel, the individual reports will be placed on separate worksheets within the same Excel file.

The Report Settings button at the bottom of the window opens the Report Customization/Settings window, which allows you to create and save custom settings for selected report forms and also to establish your preferences for configurable reporting options.

The Report Templates Manager button allows you to create or work with custom report templates.