Create a Designations Report

You can create a report that displays the designations for one or more transcripts using the Reports Explorer.

To create a Designations Report, open the Reports Explorer in a case and follow the steps below:

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

  2. 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.

  3. 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.

  4. Select the Designations item in the explorer.

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

  6. The Designations Report wizard appears.

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

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

  9. Click Next.

  10. 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.

  11. Click the Preview button.

  12. 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 Designations Report contains the following customization options:

Option

Definition

Transcripts

You can choose between two options:

  • All Transcripts - Includes in the report designations from all transcripts in the case.

  • Selected Transcripts - Includes in the report only designations from transcripts you select.

If you choose the Selected Transcripts option, you can choose the transcripts you want to include in the Transcript step in the wizard.

Designations

You can choose between two options:

  • All Designations - Includes in the report all of the designations contained within the selected transcripts.

  • Selected Designations - Includes in the report only those designations you specify within the selected transcripts.

If you choose the Selected Designations option, you can choose the designations you want to include in the Designation step in the wizard. On that step, you can pick between specific designations, or designations based on party.

Group By

You can choose either Transcript or Designation:

  • Transcript - If this option is selected, the designations that appear in the report are separated according to transcript.

  • Designation - If this option is selected, the designations that appear in the report are separated by designation type.

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 selected, the report only shows the page and line numbers of the selected designations.

Report Header

On the Report Header step of the wizard, you can edit the information that appears in the header on the first page of the report. This information includes the case name, case number, and court name.

 

Related Topics

Overview: Reports

Overview: Designations

Create a Designation Comparisons Report