Summer 2026 Help

Printing Detail Reports

Overview

CQ’s Formatted Printout feature enables end-users to generate professional, well-structured outputs of CQ records. Unlike Salesforce’s standard Printable View, this feature offers enhanced flexibility and control, allowing organizations to apply branding, organize content for clarity, and configure layouts to meet specific reporting needs.

With Formatted Printout, users can produce visually appealing, detailed reports that improve readability and support compliance, making it an ideal solution for presenting record information in a clear and consistent format.

Prerequisites

Available in: Audit Programs, CAPAs, Change Requests, Change Orders, Complaints, Nonconformances off-the-shelf. Also available for configuration of any CQ Record.

Installed Package: All - Winter 2025

User Profile: Standard User

Permissions: CQ Base User PSG and CQ Record Owner PSG

Formatted Printouts: See Formatted Printouts to verify configurations

Instructions

  1. From the CQ record, select Print from the Action menu.

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In some instances, the user may see a prompt to select a report template option. See your CQ Administrator for help with configuring Report Templates.

Example Report Templates for Change Order

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Example CAPA Report

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  1. Print the Report as needed.

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Results:

  • The CQ Detail Report is generated and opened in the new tab as a PDF.

Troubleshooting

  •  Check back for new articles

Additional Resources

CQ Resources

  • Downloading Detail Reports


Summer 2026