Generate, Print, and Save a Case Summary Report

The Case Summary Report provides current or final state of all case documents and activity for the open case. This includes tags that may have been applied outside of a review pass or batch. In Eclipse SE, if you are logged in to a batch (not a case) and you run this report, only the current review process will be summarized, even if you have access to other review processes for the case. (The review process contains a set of batches assigned to the user for a particular review pass for a case.)

Generate a Case Review Summary 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 Case Review Summary option.

  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 Case Review Summary button. The report is generated in the right portion of the screen.

  6. View and navigate through the report as follows:

    • Change the window size.

    • Use the scroll button.

    • Collapse or expand different review pass sections (indicated with the button).

    • Use the Closedtoolbar.

      After you generate a Case Review Summary Report, the report displays in a window with the following buttons:

      Button/Feature

      Use

       

      Go to the first page of the report.*

       

      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.

       

      Export/save the report to a Microsoft® Excel® spreadsheet or a PDF file.

       

      Select from common zoom settings.

       

      Search for content within a report.

      * Applies to the print layout view of the document.

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

  8. When finished, click Close Window.

Print or Save a Case Review Summary Report

To print or save the Case Review Summary Report:

  1. Complete Generate a Case Review Summary Report.

  2. To print the report:

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

    2. Click to evaluate the print layout of the report. Repeat step 2a if the layout needs to be adjusted, otherwise proceed to the next step.

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

    4. In the Print dialog box, click Print.

  3. To save (export) the report to a PDF file:

    1. On the report toolbar, click and then Acrobat (PDF) file.

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

  4. When finished, click Close Window.

Find Report Content

It is easy to find specific report content on a page-by-page basis in the standard reports. To search a report:

  1. Complete Generate a Case Review Summary 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.

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

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

 

Related Topics

Overview: Reports