Create a Transcripts Report

You can create a report of a transcript in your case with issues and designations using the Reports Explorer.

To create a Transcripts Report, follow the steps below:

  1. From the dashboard, click the TrialDirector 360 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 Transcripts item in the explorer.

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

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

Option

Definition

Available Transcripts

Select the transcript you want to run the report on.

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

Report Type

You can choose between two options:

  • Full - Print one page of the transcript per page of the report. This can include annotations.

  • Condensed - Prints multiple pages of the transcript per page of the report.

If you choose the Include Annotations option, you can choose the annotations you want to include in the next step in the wizard.

  • Fill Regions - Highlights the text of issues and designations with the annotation's color.

Annotation Selection

If you choose the Include Annotations option in the first step of the wizard, you will be able to select the issues or designations in the next step.

Select the issues or designations you want by clicking the checkbox next to the issue type. You can select up to five types.

 

Related Topics

Overview: Reports

Overview: Transcripts