Create an Issues Report

You can create a report of the issues applied to transcripts in your case using the Reports Explorer.

To create an Issues Report, follow the steps below:

  1. Click the EVIDENCE tab in the left navigation panel.

  2. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  3. Open the Reports Explorer.

    If the Reports Explorer is not visible, you can open it using the Explorers drop-down in the TRIAL DIRECTOR EVIDENCE Main Menu.

    Click the drop-down arrow and then click Reports.

  4. Select the Issues item in the explorer.

  5. Click the Run Selected Report button in the explorer ribbon bar. Alternatively, you can double click the report option to run the report.

  6. The Issues Report wizard appears.

  7. Ensure the selected options for the report are correct.

  8. Note: See the table below for information on all of the report options.

  9. The Issues Report can be previewed, saved as a PDF, or exported as a CSV file.

    To save or export the report, choose from the following options:

    ClosedPreview or Save the Issues Report as a PDF

    1. Ensure the Export to CSV option is not selected in the Issues Report wizard.

    2. Click the Next button.

    3. On the Summary page, you can review the options you selected for the report. Click the Back button if you need to make any changes.

    4. Click the Preview button.

    5. The report is generated and appears in the Report Work Area.

    6. If you would like to save the report as a PDF, click Save.

      The Save Report dialog appears.

    7. Click Browse to navigate to the directory where you would like to store the report.

      The Output Name can be customized as needed.

    8. Click Save.

      The report is saved to the location you selected.

    ClosedExport the Issues Report

    1. Ensure the Export to CSV option is selected in the Issues Report wizard.

    2. Click Browse to navigate to the directory where you would like to store the report.

      The Output Name can be customized as needed.

    3. Click Next.

      On the Summary page, you can review the options you selected for the report. Click the Back button if you need to make any changes.

    4. Click the Export button.

      The report is generated and exported to the location you selected.

Report Options

The Issues Report contains the following customization options:

Option

Definition

Issues Options

You can choose between two options:

  • All Issues - Includes in the report all issues within the case.

  • Selected Issues - Includes in the report only the issues you select.

If you choose the Selected Issues option, you can choose the issues you want to include in the next step in the wizard.

Include

You can choose to include the following options in the report:

  • Cover Page - If this option is selected, the report will include a cover page.

  • Date Footer - If this option is selected, the report will include a date in the footer of the report.

  • Page:Line Only - If this option is selected, the report only shows the page and line numbers of the selected issues.

  • Totals - If this option is selected, the report shows the total number of applied issues for each issue in the report.

Report Spacing

You can choose between two options:

  • Single - Single spaces the report text. This will result in fewer pages in the report.

  • Double - Double spaces the report text. This helps make the report easier to read.

Export Options

You can set the following export options:

  • Location - Select a location to save the report.

  • Output Name - Use the generated report name or customize the report name.

 

Related Topics

Overview: Reports

Overview: Issues