Generate, Export, and Print an Affidavit/Responsive Report

The Affidavit/Responsive 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.

Generate an Affidavit/ Responsive Report

  1. Double-click on the Eclipse SE Desktop icon.

  2. Select a Client and Case and click Open.

  3. Click the Eclipse SE button in the top-left corner of the Eclipse SE Desktop work area. On the Eclipse SE menu, click Reports. On the sub-menu, click the Affidavit/Responsive Report option.

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

  5. Option


    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:

    1. Click the Advanced Search option, then Search.

    2. Define and run a search as explained in Use Advanced Search.  

  6. Select fields to be included in the report and organize them as described in the following steps.

  7. 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 BEGDOC in Report option.

  8. 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.

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

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

    • To sort the report based on the content of a single field, complete step 9.

    • To sort the report based on a sort index defined by your administrator, complete step 10.

    • To define your own sort order for the report, complete step 11.

  11. 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 12.

  12. 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 12.

  13. Define a custom sort order:

    1. Click the Advanced Sort option.

    2. In the Advanced Sort dialog box’s All Fields with Sort Key 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 .

      Repeat this step for other fields to change their sort order.

    4. 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 the up or down button to move the field to the needed location.

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

    6. When finished, click OK.

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

  15. Click Start.

    When the report is finished processing it displays on screen. Here is a sample report:

    Note: Large lines of content may overlap in certain fields, making the information hard to read. When this happens, expand the width of the affected columns by dragging the column heading separators.

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

    • Maximize the window.

    • Sort the report by clicking a column heading.

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

Export an Affidavit/Responsive Report

To export the report to a .CSV file:

  1. Complete Generate an Affidavit/ Responsive Report.

  2. Click Export to CSV.

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

  4. Close the Affidavit/Responsive Report.

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

Print an Affidavit/Responsive Report

To print the report:

  1. Complete Generate an Affidavit/ Responsive Report.  

  2. Click Print.

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

  4. 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.

  5. Optional: Select Hide Vertical Grid Lines and/or Hide Horizontal Grid Lines. When these options are selected, the report will print without the selected borders.

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

  7. When page setup is complete, click OK.   

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

  9. When finished previewing, take one of the following actions.

  10. Action


    Change the page setup

    Click Close and repeat steps 6 and 7.

    Print from the preview dialog box

    Click to print from the preview dialog box.

    NOTE: Printing from the Preview dialog box sends the report directly to the default printer.

    Select printer and other options for printing

    Click Close, then click Print Report. Select the needed printer and other options available in the dialog box, then click OK.

    Cancel the print job

    Click Close, then go to step 10.

  11. To print the report without previewing it, click Print Report and complete the Print dialog box. When finished, click Cancel to return to the report.


Related Topics

Overview: Reports