Generate, Print, and Save a Context Search Report
The Context Search Report provides a summary of search results from a current search conducted using the search bar, Advanced Search, or a saved search, for online evaluation and/or printing.
Search results are highlighted in the fields selected to display in the report, and a summary of the search is presented at the end of the report. Other options exist, such as which tags to include, footer content, and how large amounts of text are presented.
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NOTE: The report will display results based on the user permissions of the person running the report (that is, reporting on those tags and records they have permissions to see). |
Generate a Context Search Report
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On the Dashboard, click the Review module.
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Select a Client and Case and click Open.
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In the Review module, perform a search of interest. See Overview: Search for details on searching.
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With the Search Results tab active, click the Review button in the top-left corner of the Review work area. On the Review menu, click Reports. On the sub-menu, click the Context Search Report option.
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In the left pane’s Available Fields column, double-click each field name to be included in the report. The field names move to the Report Fields column.
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Once fields are added, use the following buttons and options as needed for tasks a - d.
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To change the order of the fields as they will appear in the report, select a field name in the Report Fields column and click the up or down buttons. (see previous tip.)
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To sort the report contents on a field other than the one selected by default (indicated with a red “S” in the Report Fields column), select the desired field, then the Sort option. The default sort field varies depending on the types of fields you select for the report.
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To change the default context settings, select a field for which the context setting is to change, and select or clear the Context option. To see examples of the Context Option when it is checked or unchecked, click here.
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Select/change other report options as needed. Click here to view the report options.
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Click Generate Report. The report is generated in the right portion of the screen.
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View and navigate through the report using the toolbar buttons and features.
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First: Go to first page of report.
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Prev: Go to previous page of report.
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Next: Go to next page of report.
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Last: Go to last page of report.
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Document # of ##: Currently visible document and total documents in the report. The total represents the number of records containing the search term or phrase (not a page number).
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Print: Print the report.
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Save: Save the report to a file in Rich Text Format (RTF).
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When finished, click Close Window.
TIP: Field data is “stacked” (top to bottom in the report) in the order shown in the Report Fields column. You can add fields in the order desired, or re-order the fields after they are added as explained in the next step. |
Print or Save a Context Search Report
To print or save a Context Search Report:
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Complete Generate a Context Search Report. Note particularly the print-related options in the left pane of the Context Report dialog box to set up the report to meet your needs.
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To print the report:
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On the report toolbar, click Print and complete the Print dialog box. For details on printer options, refer to the printer manufacturer’s documentation.
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Click OK.
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To save the report in an RTF (Rich-Text Format) file:
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On the report toolbar, click Save.
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In the Save As dialog box, navigate to the location to which the file should be saved and enter a filename.
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Click OK.
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When finished, click Close Window.
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023