Create an Issues Report

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

To create an Issues 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 Issues item in the explorer.

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

  7. The Issues 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 Issues Report contains the following customization options:

Option

Definition

Issues Options

You can choose between two options:

  • All Issues - Includes in the report all issues within the case.

  • Selected Issues - Includes in the report only the issues you select.

If you choose the Selected Issues option, you can choose the issues you want to include in the next step in the wizard.

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.

  • Page:Line Only - If this option is selected, the report only shows the page and line numbers of the selected issues.

  • Totals - If this option is selected, the report shows the total number of applied issues for each issue in the report.

Issue Selection

If you choose the Selected Issues option in the first step of the wizard, you will be able to select the issues in the next step.

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

 

Related Topics

Overview: Reports

Overview: Issues