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Create a Designations Report
- 21 Nov 2024
- 2 Minutes to read
- Print
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- PDF
Create a Designations Report
- Updated on 21 Nov 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
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You can create a report that displays the designations for one or more transcripts using the Reports Explorer.
To create a Designations Report, open the Reports Explorer in a case and follow the steps below:
Click the EVIDENCE tab in the left navigation panel.
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Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.
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Open the Reports Explorer.
If the Reports Explorer is not visible, you can open it using the Explorers drop-down in the TRIAL DIRECTOREVIDENCE Main Menu.
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Click the drop-down arrow and then click Reports.
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Select the Designations item in the explorer.
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Click the Run Selected Report button in the explorer ribbon bar.
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The Designations Report wizard appears.
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Ensure the selected options for the report are correct.
Click Next.
Continue to select options and click the Next button in the wizard until you arrive at the Summary page.
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On the Summary page, you can review the options you selected for the report. Click the Back button if you need to make any changes.
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Click the Preview button.
The report is generated and appears in the Report Work Area.
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If you would like to save the report as a PDF, click Save.
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The Save Report dialog appears.
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Click Browse to navigate to the directory where you would like to store the report.
The Output Name can be customized as needed.
Click Save.
The report is saved to the location you selected.
Report Options
The Designations Report contains the following customization options:
Option | Definition |
Transcripts | You can choose between two options:
If you choose the Selected Transcripts option, you can choose the transcripts you want to include in the Transcript step in the wizard. |
Designations | You can choose between two options:
If you choose the Selected Designations option, you can choose the designations you want to include in the Designation step in the wizard. On that step, you can pick between specific designations, or designations based on party. |
Group By | You can choose either Transcript or Designation:
|
Include | You can choose to include the following options in the report:
|
Report Spacing | You can choose between two options:
|
Report Header | On the Report Header step of the wizard, you can edit the information that appears in the header on the first page of the report. This information includes the case name, case number, and court name. |