How to compile custom PDF reports

Why compile PDF reports 

Compile reports that encompass multiple related and unrelated forms or KPIs, all within a single report. For instance, you can easily select all the form submissions with a specific label, such as "Extreme Hazard," and generate a report exclusively containing forms with this particular result. This flexibility empowers you to efficiently gather and showcase the data that matters most to you.

Before we begin 

Take note 

  • You can only compile PDF report via the web portal. 
  • You can only complie PDF reports if you are the Admin or Owner of the organization. 

Compile PDF reports 

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization. 

Step 3: Click on Results

Step 4: Click Detailed Results 

The Detailed results overview provides you with a table view of all submissions in your organization. 

Step 5: Click the filter icon  

On the top corner of the page, click on the filter icon Screenshot 2023-12-19 at 14.40.01

Step 6:  Filter on the data

Filter the data you want to include in your report by selecting the node type, KPI value, or KPI name. You can combine multiple filters to narrow down the data to your specific requirements.

Step 7: Mark the check box alongside the data  you would like to generate a report of 

To select the data you need, simply check the box next to each item along the left corner of the table. Alternatively, you can check the top box to select all items at once.

Step 8: Click "Generate report" 

Click on the Generate report button Screenshot 2023-12-19 at 14.49.30

Step 9: Click the download icon button

In a few seconds the report will be generated and sent to your mail box. To download, click the download icon Screenshot 2023-12-19 at 14.52.30


And that's how easy it is! 

We hope this article is helpful in compiling custom PDF reports . If you have any questions or concerns, please do not hesitate to contact our customer support team at 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!