Use Primary Reports

This report lists documents relevant to your case (as defined by a search), such as documents that will be or have been produced for discovery. Field data is included according to your selections. Following is an excerpt from a typical Affidavit/Responsive Report:

To view and/or export the Affidavit/Responsive Report:

1. Getting started:

   1. Identify the scope of the report - either the entire case, the current search (active Search Results tab), a saved search, or a search you will create for the report.

   2. On the Dashboard, click on the Administration module.

   3. In the navigation panel, expand the Reports menu and click Affidavit/Responsive Report.

2. Select the needed client and case.

3. Select one of the following options to define the scope of the report:

Affidavit/Responsive Report Scope Options

Option	Description
Entire Case	Select this option to have the report cover all case documents.
Active Query	Select this option to use the documents in the currently active Search Results tab for the report.
Saved Search	Select this option (and the needed saved search) to base the report on the saved search documents.
Advanced Search	Select this option to base the report on a search, then define the search: Click the Advanced Search option, then Search. Define and run a search as described in Use Advanced Search.

4. Select fields to be included in the report.

NOTE: By default, image keys (BEGDOC field) are included automatically in the first column of the report; fields defined as MEMO and EXTRACTEDTEXT cannot be included because of their size.

If you do not want the BEGDOC field in the report, select the Exclude BEGDOCin Report option.

5. If the order of fields should be changed:

   1. In the Selected Fields list, click a field to be moved.

   2. Click Up or Down until the field is in the desired location. (Top-to-bottom in this list equals left-to-right in the report.)

   3. Repeat these steps until all fields are in the desired order.

6. To eliminate a field from the report, click Remove.

7. To sort the report, select the Sort Report option and then go to one of the following steps:

   1. Sort on a single field: To sort the report based on the content of a single field, complete step 8.

   2. Use a multi-field sort index: To sort the report based on a sort index that has been previously defined, complete step 9.

      Note: See Manage Multi-Field Sort Indexes for details on creating a multi-field sort index.

   3. Define a custom sort order: To define your own sort order for the report, complete step 10.

8. Select a single field for sorting:

   1. Click the Sortkey Index option.

   2. Click the corresponding list to open it.

   3. Locate and click the needed field, then skip to step 11.

9. Use a predefined multi-field sort index:

   1. Click the Multi-Field Index option.

   2. Click the corresponding list to open it.

   3. Locate and click the needed index, then skip to step 11.

10. Define a custom sort order:

    1. Click the Advanced Sort option.

    2. In the Advanced Sort dialog box’s Available Fields list, double-click each field to be sorted.

    3. Sort order: By default, data will be sorted in ascending order (smallest or lowest value first). Alternatively, it can be sorted in descending order (largest or highest value first). To change the sort order for a field, click the field in the Fields to Sort list and click Sort Order.

    4. Repeat this step for other fields to change the sort order.

    5. Field-sorting precedence: In the Fields to Sort list, the topmost field will be sorted first, the next field will be sorted second, and so on. To change the sorting precedence, click a field name and click Move Up or Move Down to move the field to the needed location.

    6. Repeat this step to move other fields, until fields are in the needed order.

    7. When finished, click OK.

11. Optional: Select the Keep Families together option to keep related documents together with sorted documents (as sorted before you run the report).

12. Click Start.

13. After a report is generated, view and navigate through the report. Tips:

    • Maximize the window.

    • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

    • Change column width by dragging the column heading separators.

14. Optional: Export the report to a .CSV file:

    1. Click Export to CSV.

    2. Complete the Save As dialog box and click Save.

    3. In response to the success message, click OK.

    4. Open or import the file into an appropriate spreadsheet program.

15. Optional: Print the report:

    1. Click Print.

    2. Enter a report title (default is “Affidavit of Record”).

    3. To force all report data onto a single page, select the Fit to Page option.

    NOTE: To ensure a readable report, choose this option only for reports containing limited amounts of data.

    4. To define print options such as printer, paper size, orientation, and margins, click Page Setup and complete the Page Setup dialog box.

    5. The default system printer will be used unless you select a different printer. To do so, click Printer in the Page Setup dialog box, select the needed printer, choose any printer properties, then click OK in the printer selection dialog box.

    6. When page setup is complete, click OK.

    7. To print the report without previewing it, click Print Report and complete the Print dialog box.

    8. To preview the report before printing, click Print Preview. Use the toolbar to evaluate or print the report:

    

    9. When finished previewing, if you need to change the page setup, click Close and repeat steps d - f. Or, click to print from the preview dialog box.

16. When finished, click Cancel to return to the online report. As needed, click Cancel again to return to the report’s configuration options. Reconfigure the report or select another report or administrative action.

This report summarizes case size details such as number and total size (in MB) of case files and data (image, native, and/or extracted text). Following is an excerpt from a typical Case Data Summary Report:

IMPORTANT! The case may not include some of the fields needed to run the report, and/or the data may not be up to date. To add and/or update these fields, see Validate Paths and Fields. Run the Validate Image Paths option with field options selected (see following figure). This action allows you to create and/or update field data based on case analysis.

To view and/or export the Case Data Summary Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Case Data Summary.

2. In the configuration area, select the needed client and case.

3. Select one of the following options to define the scope of the report.

Case Data Summary Report Scope Options

Option	Description
Entire Case	Select this option to have the report cover all case documents.
Image Key Range	Select this option to have the report cover the specified range of documents. Enter the starting and ending image key numbers in the corresponding Start Image Key/End Image Key fields. Or, click and select the needed image key(s).
Advanced Search	Select this option to base the report on a search, then define the search: Click the Advanced Search option, then Build Search. Define and run a search as described in Use Advanced Search.

4. Select at least one of the following options to define report contents. For each file type selected, the total number of pages is reported, plus the total size in MB. Extracted text is reported in total size (MB).

   

5. Optionally, list size details based on a field defined with the Category flag, select Group Report by Category and the field of interest. Totals will be listed for each field value.

6. When all options are set, click Start.

7. After the report is generated, view and navigate through the report. Tips:

   • Maximize the window.

   • Use scroll bars to view all report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

8. Optional: To export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

9. When finished, click Close to return to the report’s configuration options, or select another report or administrative action.

This report provides graphic and tabular details on review activity (for the review passes defined for a particular case). The following figure shows an excerpt from a typical Case Review Summary Report.

View the report

To view a Case Review Summary report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Case Review Summary.

2. In the configuration area, select the needed client and case.

3. For Report, select Case Review Summary.

4. As needed, choose the types of tag data to be reported:

   • Review Pass Tag Palette Only

   • Include Page Tag Details

   • Display Tags 1% or less (without this option, rarely used tags will not be included in the report)

5. Click the Generate button. The report is generated in the right portion of the workspace.

6. After a report is generated, view and navigate through the report. Tips:

   • Maximize the window.

   • Use scroll bars to view all report details.

   • Collapse or expand different review pass sections (indicated by a ).

   • Use the toolbar. Toolbar buttons are described in the following table. Several of these actions are also available on a context menu—right-click in the report.

NOTE: Report readability (particularly pie charts) will vary, depending on the amount of data that is included. For example, if a large number of tags has been applied and all applied tags are included, report quality will be degraded when viewed online, printed, or saved to PDF.

Case Review Summary Report Toolbar

Button/Feature	Use
	Go to the first page of the report. Note: Applies to the print layout view of the document.
	Go to the previous page of the report.
	Go to the next page of the report.
	Go to the last page of the report.
	Current page/total pages in report.
	For large reports, stop rendering the report.
	Refresh the page.
	Print the report.
	View the page as it will be printed.
	Define page setup for printing (paper size, margins, and so forth).
	Save the report to a PDF file.
	Select from common zoom settings.
	Search for content within a report.

7. As needed, print, save, or find data in the report as described in the following paragraphs.

8. When finished, select different report options and regenerate the report or select another report or administrative action.

Print the report

To print the Case Review Summary report:

1. Generate the needed report as explained in View the report.

2. On the report toolbar, click to define page orientation, margins, and so forth.

3. Click to evaluate the print layout of the report. Repeat step 2 if the layout needs to be adjusted; otherwise, go to step 4.

4. Click and complete the Print dialog box. For details on printer options, refer to the manufacturer’s printer documentation.

Save the report

The Case Review Summary report can be saved as a PDF file. To do so:

1. Generate the needed report as explained in View the report.

2. On the report toolbar, click , then select PDF.

3. In the Save As dialog box, navigate to the location to which the file should be saved and enter a filename.

4. Click OK.

Find report content

It is easy to find specific report content on a page-by-page basis. To search a Case Review Summary report:

1. Generate the needed report as explained in View the report.

2. On the report toolbar, enter the needed search term in the Find field.

3. Click Find. To find additional instances of the term on the current page, click Next.

Note: If the entire report toolbar is not visible, click on the right side of the toolbar to access the Find and Next buttons.

4. As needed, go to other pages of the report and repeat this procedure.

This report summarizes case review details; it is organized by the values of a selected category field (a field with the Category flag set).

View the report

To view a Case Review Summary by Category (“Case Category”) report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Case Review Summary.

2. In the configuration area, select the needed client and case.

3. For Report, select Case Summary by Category.

4. As needed, choose the types of tag data to be reported:

   • Review Pass Tag Palette Only

   • Include Page Tag Details

   • Display Tags 1% or less (without this option, rarely used tags will not be included in the report)

5. From the Category list, select the field upon which the report should be based. The FILE_EXT field is always available for this report, as well as fields defined with the Category flag.

6. Click the Generate button. The report is generated in the right portion of the workspace.

7. After a report is generated, complete the activities in the following table as needed.

Report Action	Description
View/navigate	To view and navigate through the report efficiently, change the window size and/or use the scroll bar.
Find content	Click in the report, press Ctrl+F, and complete the Find dialog box.
Copy content	Copy report data using common keyboard commands, such as: Click and drag through needed content, then press Ctrl+C. Click in report and press Ctrl+A, then press Ctrl+C.
Save	To save the report in HTML format, click and complete the Save As dialog box.
Print	See the following procedure.

8. When finished, select different report options and regenerate the report or select another report or administrative action.

Print the report

To print the Case Review Summary by Category Report:

1. Generate the report as explained in Case Review Summary by Category.

2. To print the report with default report print settings, click and skip to step 4.

3. To preview the report and define specific settings:

   1. Right-click in the report and select Print Preview.

   2. Evaluate the report and adjust print settings by using the Print Preview dialog box toolbar. See the following figure.

   

   TIPS: Custom settings include such items as margins and header/footer content and font. If you define headers and/or footers, do not select URL - it does not apply to this report.

   3. When finished, click the Print button and go to step 4.

4. Complete the Print dialog box. Options depend on the printer selected and its capabilities. Refer to your printer documentation for details.

The Inactive Case Report lists all inactive cases in order by client as shown in the following example. (For details on inactive cases, see Edit Case Details and Perform Basic Case Actions).

To view and/or export the Inactive Case Report:

1. On the Dashboard, click on the Administration module.

2. In the navigation panel, expand the Reports menu and click Inactive Cases Report. The report displays all clients with inactive cases and all of the cases.

3. Optional: Export the entire report to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

The Privilege Report Lists documents containing tags that have been defined with the Include in Privilege Report option. The report may also include field data, page tags as well as document tags, and/or redaction details for the documents in the report.

To view and/or export the Privilege Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Privilege Report.

2. In the configuration area, select the needed client and case.

3. Select tags to be included in the report. Privileged tags are displayed in bold.

4. Optional: Select fields to be included in the report. Note: Image keys (BEGDOC field) are included automatically; fields defined as MEMO and EXTRACTEDTEXT cannot be included because of their size.

5. Optional: Select page tags and/or redactions:

   1. If page-level tags have been applied, select the Include Page Tags option to include both document and page tags in the report.

   2. If redactions have been applied, select the Include Redaction Reasons option and one of the following related options:

   Summarize Detail by Document: Include redaction detail summary.

   Include Page-Level: Include redaction details for each page.

6. Click Start Report.

7. After a report is generated, view and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

   • If a cell’s content is truncated, point to the cell to view a tooltip containing the complete content.

8. Optional: Copy report content and paste it into a spreadsheet or other appropriate file. To do so, use common keyboard commands as follows:

   1. To select one row, click it.

   2. To select multiple rows, click the first row and press Shift+click or Ctrl+click the last or other rows for a contiguous or non-contiguous set.

   3. To select all rows on a page, click in the report and press Ctrl+A.

   4. To copy selected rows, press Ctrl+C.

   5. To paste selected content – in an appropriate file, press Ctrl+V.

9. Optional: Export the entire report to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

10. When finished, click Close to return to the report’s configuration options, or select another report or administrative action.

To view the Production Summary Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Production Summary.

2. In the report area, select the needed client and case. The report generates automatically. Details include the following:

Detail	Description
Name	The name of the production.
Date Produced	Production date and time.
Production Begin and End Bates	The image keys used for the production job (part of the Endorsement definition).
Document Count	The number of documents produced.
Page Count	The number of pages produced. This number represents the total number of image files in the production job.
Native count	The number of native files produced (whether they were included in the production job as the primary or secondary output).
Privileged Count	The number of documents containing tags that have been defined with the Include in Privilege Report option.

3. After a report is generated, view and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

4. Optional: Export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

5. When finished, select another report or administrative action.

The Production Deliverables Report includes detailed information on production jobs. These are the jobs listed in Production History tab (available when you start a production job).

To view the Production Deliverables Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Production Deliverables Report.

2. In the configuration area, select the needed client and case. The report generates automatically. Details include the following:

Production Deliverable Report Details

Detail	Description
Name	The name of the production.
Date Produced	Production date and time.
Beginning and Ending Bates	The original (as they exist in the case) beginning and ending image keys of the documents produced.
Production Begin and End Bates	The production beginning and ending image keys of the documents produced. Production image keys are defined in the Endorsement Options section of production job configuration. If original image keys are used for production, this data will match the Beginning and Ending Bates image keys.
Prefix	If image keys were renumbered for a production job, the prefix used for renumbering is listed here. Note: Details will be included only if the Renumber Image Keys option was selected for the production (not the Use Field Data for Image Key option).
Padding	If image keys are renumbered for a production job, the maximum number of digits selected for renumbering is listed here. Details will be included as described in the previous note.
Redaction Burned	Yes = at least one redaction was selected to be included in the production job. No = no redactions were selected to be included in the production job.
Documents Have Redactions	Yes = at least one of the redactions selected to be included in the production job was used in at least one of the documents in the production job. No = none of the redactions selected to be included in the production job was used in any of the documents in the production job.
Privileged Count	The number of documents containing tags that have been defined with the Include in Privilege Report option.
Markup Set Burned	The redaction(s) selected to be included in the production job, whether or not the redaction exists in any of the documents in the production job.
Document Count	The number of documents produced.
Search Criteria	The criteria used to define the document set are listed, including search details if a search was used. The following figure shows some of the types of information presented in this column.

3. After a report is generated, view and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

4. Optional: Export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

5. When finished, select another report or administrative action.

To view and/or export the Redacted Documents Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Redacted Documents Report.

2. In the report area, select the needed client and case. The report generates automatically. Contents of the report include:

   • Document Id: Disregard; this is an internal number.

   • Beg Doc: The document ID (BEGDOC) of the document that has been redacted.

   • Image Key: The ID of the page that has been redacted (will be the same as the Beg Doc entry unless redactions were specifically added to pages within the document).

   • Label: Redaction applied to the document or page. If a document (or page) includes multiple redactions, each redaction will appear on a separate line.

3. View and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

4. Optional: Export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

5. When finished, select another report or administrative action.

To view and/or export the Redacted Detail Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Redacted Detail Report.

2. In the configuration area, select the needed client and case.

3. Optional: Select the fields to be included in the report.

4. Click Start. The report is generated; it will contain data for the fields selected for documents containing redactions, plus redaction details.

5. View and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

   • Sort by a particular column by clicking the column heading.

   • Change column width by dragging the column heading separators.

6. Optional: To export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

7. When finished, click Close to return to the report’s configuration options, or select another report or administrative action.

This report provides day-to-day or summary information on reviewer activities (such as adding redactions or tags) within batches. Several options exist for this report, including the date range it covers, which user (or all users) the report will cover, and which types of information will be included. Users assigned to the review pass/individual batches are included in this report.

The following figure shows an excerpt of a Reviewer Detail Report in which details have been summarized by user.

Generate the report

To generate a Reviewer Detail Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Reviewer Detail Report.

2. In the configuration area, select the needed client and case.

3. Select report options as listed in the following table.

4. When all selections are completed, click Start and wait as the report is generated.

5. Evaluate the report as described in the next section.

Reviewer Detail Report Options

Filter Option	Description
Filter by Date Range	By default, the report includes details from the beginning of the current month to the current day. To choose another timeframe: Clear this option to generate a report for the entire timeframe during which batches have been reviewed. Select this option to restrict the report to a specific timeframe; enter needed start and end dates using the date format shown in the Start and End Date fields.
Filter by User ID	By default, the report includes data for all reviewers. If needed, select Filter by User ID and select a specific user to limit the report to that user. NOTE: Users assigned to the review pass, as well as all Super Administrators, are included in this list.
Details by Date or Summarize by User	Select the type of report to be generated: Detail by Date lists every review date in the time period selected and user details for each date. Summarize by User lists each user and review totals for that user for the date range selected.
Report content options	Select the details to be included in the report: Details on data corresponding to these options are presented in View/Export the Report.

View/Export the Report

Once a Reviewer Detail Report has been generated, evaluate and/or export it as explained in the following steps.

1. View and navigate through the report. Tips:

   • Maximize the window.

   • Use scroll bars to view all report details.

   • Sort a column by clicking the column heading.

   • Change column width by dragging the column heading separators.

   • If a cell’s content is truncated, rest the pointer on the cell to view a tooltip containing the complete content.

2. Evaluate the report data. See the following table for details.

NOTE: Data presented reflect users’ work in batches during one or more user sessions per day (for Details by Date report) or for the date range specified (for Summarize by User report). A “user session” is a time period during which user is logged into one or more batches without logging out.

Reviewer Detail Report Details

Column	Description
Date	For Details by Date report, each day’s date is listed. (This column does not appear for the user summary report.)
User	User(s) for which data is presented.
Docs Reviewed	Total number of documents for which Batch Review status was set to Reviewed in Review.
Placed On Hold	Total number of documents for which Batch Review status was set to On Hold in Review.
Docs Viewed	Number of distinct document views. Note: Because a document is selected by default when a batch is opened, users will have at least one view when they open a batch. Each document viewed per user session (regardless of editing actions) is one document “view.” If a document is viewed multiple times during a session, it is counted as one view. If a mass action (such as tagging search results) is performed, only documents actually viewed are counted.
Redactions Applied	Number of redactions applied. Changes to redactions that have already been applied (removing a redaction or changing the category) are not counted in this column.
Tags Applied	Number of document (not page) tags applied. Note: Applying a tag increments this count by one and removing a tag decrements this count by one. For example, if two tags are applied and two are removed, the Tags Applied value will not change. Selecting a tag or changing the selection in an exclusive tag group increments this count by one. If multiple documents or search results are tagged, all documents are counted in this column. Tagging of family documents counts as a single tag action. Applying a child tag counts as a single tag action.
Total Edits	Total number of all actions, including: All tag actions - applying, removing, and changing. All redaction actions - applying, removing, and changing. All field edits.
Total Time	Total time (hours and minutes) reviewer is logged into one or more batches.
Idle Time	Amount of time user is logged into a batch with no activity for 15 or more minutes.
Reviewed per hour	Total Docs Reviewed divided by Total Time (in hours).
Edits per hour	Total Edits (described above) divided by Total Time (in hours).

3. Optional: Copy some or all rows on a page and paste them into a spreadsheet, word processing, or other appropriate file. To do so, use common mouse and keyboard commands to select, copy, and paste report content:

   • Selecting content:

     • Individual row: Click the leftmost cell of the row.

     • Set of rows: Click leftmost cell of one row, then Shift+click or Ctrl+click additional rows for a contiguous or non-contiguous set.

     • All rows (per page): Press Ctrl+A.

   • Copying: After content is selected, press Ctrl+C.

   • Pasting: Open an appropriate file and press Ctrl+V.

4. Optional: To export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

5. When finished, click Close to return to the report’s configuration options, or select another report or administrative action.

This report lists the keyboard shortcuts defined for tags and/or fields in coding forms for a selected case. This report allows you to easily keep track of keyboard shortcuts, to assist in consistency and logic in the definition of shortcuts, and to communicate shortcut information to your reviewers.

To generate the Shortcut Keys Report:

1. Getting started:

   1. On the Dashboard, click on the Administration module.

   2. In the navigation panel, expand the Reports menu and click Shortcut Keys Report.

2. In the configuration area, select the needed client and case. The report generates automatically. Details include the following:

   • Names of tags for which shortcut keys have been assigned and the shortcut key assignments.

   • Names of coding forms containing shortcut keys for fields.

   • Names of fields for which shortcut keys have been assigned and the shortcut key assignments.

3. View and navigate through the report. Tips:

   • Maximize the window.

   • Use the simple page navigation buttons and the scroll bars to view all pages and report details.

4. Optional: Copy some or all rows on a page and paste them into a spreadsheet, word processing, or other appropriate file. To do so, use common mouse and keyboard commands to select, copy, and paste report content.

5. Optional: To export report contents to a .CSV file:

   1. Click Export to CSV.

   2. Complete the Save As dialog box and click Save.

   3. In response to the success message, click OK.

   4. Open or import the file into an appropriate spreadsheet program.

6. When finished, select another report or administrative action.