Run a Report

A Transcript Report can be generated based on annotations (issues, notes, quick marks, or all) or search results within a transcript.

Generate a Transcript Annotations Report

Complete the following steps to generate a report that presents transcript content marked with annotations (issues, notes, and/or quick marks):

  1. Start Eclipse SE Desktop and open a case or batch of interest.

  2. Open and annotate a transcript as explained in Review a Transcript.

  3. From the Eclipse SE button menu, select Reports > Transcript Report.

  4. In the left pane:

    1. In the Transcripts list, select the needed transcript(s).

    2. For a report that includes issues, select one or more Issues of interest.

  5. Select the report presentation:

    • Show QA Pairs: For each annotation applied in a question or answer, the complete question and answer will be included in the report. Annotated content is in bold.

    • Show Text Lines: For each annotation applied in the transcript, the annotated content will be preceded and followed by the number of lines specified in the next step.

  6. If Show Text Lines was selected in the previous step, enter the number of lines of text to include above/below annotated content, from 0 (zero) to 9.

  7. Select the type(s) of annotations to be included in the report—Issue, Notes, Quick Marks, or All Annotations. If Issue is selected or you want to include issues in an All Annotations Report, make sure the issues of interest are selected in the Issues list.

  8. Click the Generate Report button and wait as the report is generated. The report displays in the right portion of the screen.

  9. View and navigate through the report.

Generate a Transcript Context Report

Complete the following steps to generate a report that presents results of a transcript search:

  1. Start Eclipse SE Desktop and open a case or batch of interest.

  2. Run a basic or advanced search as explained in Enter Search Expressions and Use Advanced Search.

  3. Make sure that the Transcript Search Results tab is open. (It does not have to be the active tab but it must be open.)

  4. From the Eclipse SE button menu, select Reports > Transcript Report.

  5. In the left pane’s Transcripts list, transcripts that contain search results should be selected by default. If you have any doubt, select all transcripts (only transcripts listed in the Transcript Search Results tab will be included in the report).

  6. Select the report presentation:

    • Show QA Pairs: For each search result within in a question or answer, the complete question and answer will be included in the report. Search results are in bold.

    • Show Text Lines: Each line containing a search result will be preceded and followed by the number of lines specified in the next step.

  7. If Show Text Lines was selected in the previous step, enter the number of lines of text to include above and below search results, from 0 (zero) to 100.

  8. Select Context Report.

  9. Click the Generate Report button and wait as the report is generated. The report displays in the right portion of the screen.

  10. View and navigate through the report.

Print or Save a Transcript Report

To print or save a Transcript Report:

  1. Complete one of the following procedures:

  2. To print the report:

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

    2. In the Print dialog box, click Print.

  3. To save the report in .RTF format, click and complete the Save dialog box.

When finished, close the report window.

 

Related Topics

Overview: Transcripts

Add, Edit, or Remove a Transcript

Review a Transcript