Creating Certify Reports Using Certify BPP Templates

If you have created report templates in Certify Business Process Procedure™ (Certify BPP), you are able to use them as templates for reports that display Certify results.

Before you are able to use the templates, you first must connect to Certify BPP. For information on how to connect to Certify BPP, see Connecting Certify to Certify BPP to Utilize Report Templates.

To create reports using Certify BPP templates:

1. In the Certify Navigation pane, click Reports.

   The Reports window opens.

2. In the Results Summary pane, select a result in which you want to create a report.

3. From the Results window menu, select Reports > Generate Report Using Certify BPP.

   You can also right-click on the result and select Reports > Generate Report Using Certify BPP.

   The Generate Report Using Certify BPP dialog appears.

4. In the Certify BPP Report field, select the template that you would like to use.
5. From the Document Type drop-down list, select what type of document you want to create:

• DOCX
• DOC
• PDF
• XPS
• In the Email Address field, type in the email address of the person who you want to receive this report.

• Click OK.

  The report is sent to the email address.

 

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