Create a Notes Report

You can create a report of the notes applied to transcripts in your case using the Reports Explorer.

To create a Notes 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 Notes item in the explorer.

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

  7. The Notes Report wizard appears.

  8. Ensure the selected options for the report are correct.

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

  10. Click Next.

  11. Continue to select options and click the Next button in the wizard until you arrive at the Summary page.

    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 Notes Report contains the following customization options:

Option

Definition

Note Types

You can choose between two options:

  • All Note Types - The report includes all notes in the case.

  • Selected Note Types - The report includes only notes you select.

If you choose the Selected Note Types option, you can choose the notes you want to include in the next step in the wizard.

Include

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

  • Last Modified Date/Author - If this option is selected, the report will include the last date the note was modified and the author.

  • 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.

Note Type Selection

If you choose the Selected Note Types option in the first step of the wizard, you will be able to select the note types in the next step.

Select the note types you want by clicking the checkbox next to the note type. Alternatively, you can select all the note types by clicking the Select All checkbox.

 

Related Topics

Overview: Reports

Add Notes to a Document