Create a Cast Member Report

You can create a report of the cast members in your case using the Case Story module Reports Explorer. The Cast Member Report displays the properties associated with all or a selected set of cast members. You can select any or all of the following properties: transcripts, clips, multimedia, documents, and contact information.

Create a Cast Member Report

To create a Cast Member 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 Cast Member 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 Cast Member 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. Click Browse to navigate to the directory where you would like to store the report.

    The Output Name can be customized as needed.

  8. Click Next.

    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.

  9. Click the Export button.

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

Report Options

The Cast Member Report contains the following customization options:

Option

Definition

Cast Member Options

You can choose between two options:

  • All Cast Members - Includes all cast members associated with the case.

  • Selected Cast Members - Includes a selected set of cast members associated with the case.

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

Contact Info Items

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

  • Email

  • Occupation

  • Degree, Witness Type

  • Other Info (Called By)

  • Note

Elements

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

  • Transcripts

  • Clips

  • Multimedia

  • Documents

  • Contact Info

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