User Defined Report

To use this feature:

1. Open the Custom Report template by clicking Tools èReports è User Defined Report.

2. In the CPS Feature Window, right-click the mouse on the field you want to include in the template document and select "Copy Public Tag" from the dialog box that pops up.

3. Return to the template document and delete the field name between the double quotes (""), for example "Model Number".

4. Keep the cursor between the double quotes and then, from the Microsoft Word Ribbon bar, select Insert èReference èFootnotes.  

5. In the Custom Mark box of the resulting Window, insert a number or text that identifies the footnote, and then click the "Insert" button at the bottom of the Window.
   The cursor will now be positioned in the Footnote section at the bottom of the template document.

6. Right-click the mouse and paste the field tag that was copied from the selected CPS field onto the clipboard.
   Notice that the footnote Custom Mark that you chose appears between the double quotes where the field name was deleted.

7. You can repeat steps 2 to 6 for additional field, as desired.

8. Save the template document using a different file name.

9. Close the template document and then reopen it from the CPS by clicking Tools èReports èUser Defined Report.
   Notice that the field’s values from the CPS are now displayed within the double quotes.