Create a Case Story Issues Report

You can create a report of the issues applied to items in your case using the Case Story module Reports Explorer. The Case Story Issues Report displays issues associated with any of the following elements: documents, transcripts, and facts.

Create a Case Story Issues Report

To create an Issues Report, follow the steps below:

1. Click the Case Story tab in the left navigation panel.

   

2. 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.

   

3. Click the Reports tab in the left navigation panel.

   

   The Reports Explorer displays.

   

4. Click the Issues report item in the explorer.

5. Click the Run Selected Report button in the explorer ribbon bar. Alternatively, you can double click the report option to run the report.

   

   The Issues Report wizard appears.

   

6. Select the required options for the report.

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

7. The Issues Report can be previewed, saved as a PDF, or exported as a CSV file.

   To save or export the report, choose from the following options:

   Preview or Save the Issues Report as a PDF

   1. Ensure the Export to CSV option is not selected in the Issues Report wizard.

      

   2. Click the Next button.

      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.

      

   3. Click the Preview button.

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

   

   4. If you would like to save the report as a PDF, click Save.
      

      The Save Report dialog displays.

      

   5. Click Browse to navigate to the directory where you would like to store the report.

      The Output Name can be customized as needed.

   6. Click Save.

   The report is saved to the location you selected.
   

   Export the Issues Report

   1. Ensure the Export to CSV option is selected in the Issues Report wizard.

      

   2. Click Browse to navigate to the directory where you would like to save the report.

      The Output Name can be customized as needed.

   3. Click the Next button.

      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.

      

   4. Click the Export button.

      The report is generated and exported to the location you selected.

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 associated with the case grouped by issue type. Selected Issues - Includes a selected set of issues associated with the case grouped by issue type. 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 - Select to add a cover page to the report. Date Footer - Select to add a date footer at the bottom of each page of the report. Page:Line Only - Select to add the page and line number he page and line numbers of the selected issues to the report.
Elements	You can choose to include the following elements in the report: Documents Transcripts Facts
Export Options	You can set the following export options: Location - Select a location to save the report. Output Name - Use the generated report name or customize the report name.

 

Related Topics

Work with Case Story

Overview: Case Story Reports