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Search Case Notebook Support Help and Support.

This article applies to:

  • Product: Case Notebook
  • Subject: Reports

Create an issues report

To create an
Issues Report
, complete these steps:
  1. Select
    Report
     on the
    Main Menu toolbar
    .
  2. Select
    Issues
    .
  3. By default, the
    Issues
     tab shows all of the issues in the case selected. To remove an issue from the report, clear the selection.
  4. You have the option to select
    Only include Annotations with all selected issues (“Match all Issues”)
    .
  5. You have the option to select
    Only include Annotations that contain notes
    .
  6. Select
    Data
     for a list of all document types and data.
  7. By default, all document types and data are selected. To exclude a document type from the report, clear its checkbox. To exclude data from the report, select the document type containing the data. Clear the checkboxes for the data you want to exclude.
  8. Select
    Display
     to view a list of options. Type a title for the report in the Title text box. Then select or clear the checkboxes.
  9. Select
    Context
     to view a list of options. Select or clear the checkboxes.
  10. Select
    Authors
     to view a list of annotation authors. If you are working in a secure case on a network, a list of all annotation authors is displayed. If you are working in the case offline, LocalUser is displayed. Select or clear the checkboxes.
  11. Select
    OK
    . The
    Issues Report
    , which includes the lines you marked and the surrounding questions and answers, is listed under Report.
  12. Once you have created the report, you can save or send your report to different locations by selecting
    Send
    .