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Liaison International

Reporting in CPI Web for ACCEs/DCEs

Creating a New Report

To create a new report:

  1. Click the Summary Reports link found in the Reports section on your Home tab.
  2. Click Create New Report
  3. Select your desired report from the Select a Report Type menu.
  4. To create a different report, click Reset Form at the top right.
  5. Name your report. By default, reports are named “[Report Type] created on [Date] at [Time].”
  6. Click Generate CSV Report to run the report. This redirects you to the Downloads tab where you can click Download to open the report. You can also choose to return to this page later to download.

To limit the data being reported:

  1. Click the Add another filter menu in the Filter box.
  2. Select the filter you would like to use.
  3. Select the appropriate data that you would like to filter on from the menu.
  4. To add more filters, repeat the steps above. To remove a filter, click the associated Delete (trashcan) icon.
  5. Click Generate CSV Report to run the report. This redirects you to the Downloads tab where you can click Download to open the report. If you choose to wait, you can return to this page later to download the report.

Editing an Existing Report

To edit an existing report:

  1. Click Summary Reports in the Reports section on your Home tab.
  2. Select your desired report from the list.
  3. Here you can add/remove filters and change the parameters used to filter your report.
  4. To add a filter, use the Add another filter menu.

To delete a report:

  1. Click Summary Reports in the Reports section on your Home tab.
  2. Click the Delete button associated with the report you wish to delete.

Note that once a report is deleted, it is automatically removed from your list of reports and any downloaded versions of the report will be removed from the Downloads tab. You cannot restore a deleted report.

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