Create a Designation Comparisons Report
You can create a report that compares the designations from different parties using the Reports Explorer.
To create a Designation Comparisons Report, follow the steps below:
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From the dashboard, click the Presentation module.
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Click the EVIDENCE tab in the left navigation panel.
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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.
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Open the Reports Explorer.
If the Reports Explorer is not visible, you can open it using the Explorers drop-down in the TRIAL DIRECTOR EVIDENCE Main Menu.
Click the drop-down arrow and then click Reports.
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Select the Designation Comparisons item in the explorer.
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Click the Run Selected Report button in the explorer ribbon bar.
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Ensure the selected options for the report are correct. You must select at least one of the compare options (Unique, Exact, and Overlap).
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Click Next.
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Click the Preview button.
The Designation Comparisons Report wizard appears.
Note: See the table below for information on all of the report options. |
On the Summary page, you can review the options you selected for the report and click the Back button if you need to make any changes.
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:
Report Options
The Designation Comparisons Report contains the following customization options:
Option |
Definition |
Available Transcripts |
Select the transcript you want to compare designations for. |
Designation |
Select the first designation and party. |
Compare To |
Select the second designation and party. |
Include |
You can choose to include the following options in the report:
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Comparison |
|
Format Options |
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023