Create an Issues Report

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

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

  1. Select the Issues item in the explorer.

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

    3. The Issue 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 Issues Report contains the following customization options:

Option

Definition

Issues Options

You can choose between two options:

  • All Issues - Includes all issues in the case to the report

  • Selected Issues - Includes only issues you select to the report

If you choose the Selected Issues option, you can choose the issues you want to include in the next step in the wizard.

Include

You can choose to include the following options in the report:

  • 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

  • Page:Line Only - The report only shows the page and line numbers of the selected issues

  • Totals - The report shows the total number of applied issues for each issue in the report

Issue Selection

If you choose the Selected Issues option in the first step of the wizard, you will be able to select the issues in the next step.

Select the issues you want by clicking the checkbox next to the issue type. Alternatively, you can select all the issues by clicking the Select All checkbox.