Generate, Export, and Print Case Management Reports

In Review, there are several case management reports available to help you evaluate a given case.

  • Gaps Report

  • Volume Path Report

  • Duplicates Report

  • Broken File Links Report

Click Closedhere to view a table that lists all of the Case Management Reports and provides a description of each report.

Create a Case Management Report

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Click the Review button in the top-left corner of the Review work area. On the Review menu, click Reports. On the sub-menu, click the More Reports option.

    The Reports dialog box displays.

  4. Maximum Report Lines: If the report might include a significant number of results (such as greater than 1,000), select the maximum number of results to be included. Limiting the number of lines will allow the report to generate more quickly and may still provide the details needed.

  5. Create the needed report:

    • Gaps Report: If desired, select the Include Ranges option, then click the Gaps Report button.

    • Volume Path Report: Click the corresponding button.

    • Duplicates Report: Select a field of interest, then click the Duplicates Report button.

    • Broken File Links: Click the corresponding button.

  6. Evaluate the report data in the Reports dialog box.

  7. If needed, print and/or save the complete report (see Print or Save a Case Management Report).

  8. TIP: Copy report contents by clicking in the report area and pressing CTRL+A, then CTRL+C. Open a suitable file and press CTRL+V to paste the report contents.

  9. When finished, click Close Window.

Print or Save a Case Management Report

To print or save any of the case management reports :

  1. Create the needed report as explained in Create a Case Management Report.

  2. To print the report to a plain text file, click  on the right side of the Reports dialog box and complete the Print dialog box.

  3. To save the report to a plain text file, click  on the right side of the Reports dialog box and complete the Save As dialog box.

  4. When finished, click Close Window in the Reports dialog box.


Related Topics

Overview: Reports