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Create a Designations Report

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  • Create a Designations Report

    You can create a report that displays the designations for one or more transcripts using the Reports Explorer.

    To create a Designations Report, open the Reports Explorer in a case and follow the steps below:
    • Select the Designations item in the explorer
    • Click the Run Report button in the explorer ribbon bar (The Designations Report wizard appears)
    • Ensure the selected options for the report are correct
    • Click Next then continue to select options and click the Next button in the wizard until you arrive at the Summary page (On the Summary page, you can review the options you selected for the report and click the Edit button or the Back button if you need to make any changes)
    • Click the Preview button (The report is generated and appears in the Report Work Area)
    You can use the options in the Report Work Area ribbon bar to perform any of the following actions: Navigating between pages in the report, saving the report as a different file type and closing the report


    Report Options


    Transcripts

    You can choose between two options:
    • All Transcripts - Includes designations from all transcripts in the case to the report
    • Selected Transcripts- Includes only designations from transcripts you select to the report
    If you choose the Selected Transcripts option, you can choose the transcripts you want to include in the "Transcript" step in the wizard.


    Designations

    You can choose between two options:
    • All Designations - Includes all designations of the selected transcripts in the case to the report
    • Selected Designations - Includes only designations you select of the selected transcripts to the report
    If you choose the Selected Designations option, you can choose the designations you want to include in the Designations 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 selected, the report only shows the page and line numbers of the selected designations.
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