Create a Notes Report

You can create a report of the notes applied to transcripts in your case using the Reports Explorer.

To create a Notes Report, open the Reports Explorer in a case and follow the steps below:

  1. Select the Notes item in the explorer.

  2. Click the Run Report button in the explorer ribbon bar.

    3. The Notes Report wizard appears.

  3. Ensure the selected options for the report are correct.

    4. Note: See the table below for information on all of the report options.

  4. Click Next.

    5. Continue to select options and click the Next button in the wizard until you arrive at the Summary page.

    On the Summary page, you can review the options you selected for the report and click the Edit button or the Back button if you need to make any changes.

  5. Click the Preview button.

    6. The report is generated and appears in the Report Work Area.

    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

    • Save the report as a different file type

      Note: Some reports may have a CSV save option.

    • Close the report

Report Options

The Notes Report contains the following customization options:

Option

Definition

Note Types

You can choose between two options:

  • All Note Types - Includes all notes in the case to the report

  • Selected Note Types - Includes only notes you select to the report

If you choose the Selected Notes 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:

  • Last Modified Date/Author - If this option is selected, the report will include the last date the note was modified and the author

  • Cover Page - If this option is selected, the report will include a cover page

  • Date Footer - If this option is selected, the report will include a date in the footer of the report

Note Type Selection

If you choose the Selected Note Types option in the first step of the wizard, you will be able to select the note types in the next step.

Selects the note types you want by clicking the checkbox next to the note type. Alternatively, you can select all the note types by clicking the Select All checkbox.