Create a Workbook Listing Report

You can create a report of the workbooks in your case using the Reports Explorer.

To create a Workbook Listing Report, 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 Workbook Listing item in the explorer.

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

  6. The Workbook Listing 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 Workbook Listing Report contains the following customization options:

Option

Definition

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.

Preserve Hierarchy

If this option is selected, the report preserves the hierarchy of the workbooks created in the case.

Workbook Selection

You can select specific workbooks from your case to include in the report by selecting the checkbox next to each. Alternatively, you can quickly select all of the workbooks by clicking the Select All checkbox.

 

Related Topics

Overview: Reports

Overview: Workbooks