How to pull monthly report on CAP60

1) Click on CAP Reports

2) On the left menu bar, click “demographic”.

3) To find your report, put the following information:

• Year – Federal Fiscal Year (example – Federal fiscal year goes from

10/1/17 to 9/30/18)

• Program – “Food Distribution”

• Do not worry about the Only Show the Last Opened Report

Example of reports:

4) Click on the green pencil to change the date range

5) In the fifth column, click “update all” to refresh your report based on new

data / range / criteria

a. When you click it, you should see a screen like this.

6) Click ‘save’

7) Click the eyeball in the column furthest to the right

a. Your report should look like this:

b. You can click on category hyperlinks to get detailed information on

clients in a specific demographic (note – this can help you know what

client info may be missing income information or needs updating)

c. Export as PDF to print / save / send. Clicking the print button will only

print a single screen and not the entire report.

NOTE: Please protect the report information. Any format with hyperlinks is still

protected information.