Create a Transcript Summary Report

You can create a report of a transcript in your case using the Case Story module Reports Explorer. The Transcript Summary Report displays annotations associated with a transcript. You can select any of the following: issues, notes, designations, quick marks and linked exhibits.

Create a Transcript Summary Report

To create a Transcript Summary Report, follow the steps below:

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

The Reports Explorer displays.
Click the Transcript Summary report item in the explorer.
Click the Run Selected Report button in the explorer ribbon bar. Alternatively, you can double click the report option to run the report.

The Transcript Summary Report wizard appears.

Select the required options for the report.

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

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

The Output Name can be customized as needed.
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.
Click the Export button.

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

Report Options

The Transcript Summary Report contains the following customization options:

Option	Definition
Available Transcripts	Select the transcript you want included in the report.
Annotation Types to Include	You can choose the types of annotations you want to include in the report: Issues Designations Linked Exhibits Notes Quick Marks
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.