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:

  1. From the dashboard, click the Presentation module.

  2. Click the EVIDENCE tab in the left navigation panel.

  3. 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.

  4. Open the Reports Explorer.

    If the Reports Explorer is not visible, you can open it using the Explorers drop-down in the TrialDirector 360 EVIDENCE Main Menu.

    Click the drop-down arrow and then click Reports.

  5. Select the Designation Comparisons item in the explorer.

  6. Click the Run Selected Report button in the explorer ribbon bar.

  7. The Designation Comparisons Report wizard appears.

  8. Ensure the selected options for the report are correct. You must select at least one of the compare options (Unique, Exact, and Overlap).

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

  10. Click Next.

  11. 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.

  12. Click the Preview button.

  13. 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:

    • Navigate between pages in the report

    • Save the report as a different file type

      Note: Some reports may have a CSV save option.

    • Close the report

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:

  • Cover Page - If this option is selected, the report will include a cover page.

  • Date Footer - If this option is selected, the report will include a date in the footer of the report.

Comparison

  • Unique - Lists the page and line number references that are unique.

  • Exact - Lists page and line number references that are an exact match.

  • Overlap - Lists designations with page and line number references that overlap but that are not identical references.

Format Options

  • Separate by column - Displays the data in a table that splits page and line numbers into separate columns.

  • Separate by dash - Displays the data in a table that combines a page and line number reference into a single column.

 

Related Topics

Overview: Reports

Overview: Designations

Create a Designation Comparisons Report