Create an Admitted Items Report

You can create a report of the items admitted by the court using the Reports Explorer.

To create an Admitted Items 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 dropdown in the TrialDirector 360 EVIDENCE Main Menu.

    Click the drop-down arrow and then click Reports.

  5. Select the Admitted Items report in the explorer.

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

  7. The Admitted Items 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. Select the layout options for the report.

  12. 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.

  13. Click the Preview button.

  14. 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.

    • Close the report

Report Options

The Admitted Items Report contains the following customization options:

Option

Definition

Exhibit No. Field(s) to Include

You can choose two options:

  • Trial Exhibit No. - Includes all exhibits with the Trial Exhibit No. field populated.

  • Exhibit No. - Includes all exhibits with the Exhibit No. field populated.

Orientation

Select Portrait to display the report in portrait orientation. Select Landscape to display the report in landscape format.

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

Layout Options

The Admitted Items Report contains the following layout customization options:

Option

Definition

Sort by

Select Trial Exhibit No., Item ID, or Admitted Date to sort accordingly.

Field Order

Use the Move Up and Move Down buttons to change the order of the fields in the report.

 

Related Topics

Overview: Reports