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Create a Notes Report
- 21 Nov 2024
- 1 Minute to read
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Create a Notes Report
- Updated on 21 Nov 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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You can create a report of the notes applied to transcripts in your case using the Reports Explorer.
To create a Notes Report, 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
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Select the Notes item in the explorer.
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Click the Run Selected Report button in the explorer ribbon bar.
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The Notes 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 and 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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You can use the options in the Report Work Area ribbon bar to perform any of the following actions:
Navigate between pages in the report.
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Save the report as a different file type
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Close the report
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Report Options
The Notes Report contains the following customization options:
Option | Definition |
Note Types | You can choose between two options:
If you choose the Selected Note Types option, you can choose the notes you want to include in the next step in the wizard. |
Include | You can choose to include the following options in the report:
|