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Create an Exhibit List Report

A paralegal wants to see a list of all the exhibits in his case.

The paralegal can create a report of the exhibits in his case using the Reports Explorer.

To create an Exhibit List Report, the paralegal opens the Reports Explorer in a case and follows the steps below:

  1. Select the Exhibit List item in the explorer.

    2. The paralegal selects the Exhibit List item within the Reports Explorer.

  2. Click the Run Report button in the explorer ribbon bar.

    3. With Exhibit List selected, the paralegal clicks the Run Report button.

    The Exhibit List Report wizard appears.

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

    4. The paralegal selects the options in the wizard to customize the report.

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

  4. Click Next.

    5. The paralegal continues to select options and click the Next button in the wizard until he arrives at the Summary page.

    On the summary page, the paralegal can review the options he selected for the report and click the Edit button or the Back button if he needs to make any changes.

  5. Click the Preview button.

    6. The paralegal clicks the Preview button. The report is generated and appears in the Report Work Area.

    The paralegal can use the options in the Report Work Area ribbon bar to perform any of the following actions:

    • Navigate between pages in the report
    • Save the report as a different file type
    • Close the report

Report Options

The Exhibit List Report contains the following customization options:

Option Definition
Show Description Information If this option is selected, the report will include the exhibit description for each exhibit.
Custom column headings

If this option is selected, the following column header fields become active and the paralegal can change them to whatever he wants:

  • Marked
  • Admitted

If the fields are left blank, the column headings in the generated report will also be blank.
Report By

The paralegal can choose to organize the report by the following options:

  • Exhibit ID
  • Trial Exhibit ID
  • Item ID
Print Options

The paralegal can choose to include the following items as part of the report:

  • Print Cover Page - Replaces the first page of the report with a cover page
  • Print Date Footer - Adds a footer to the report that contains the date the report was generated

Report Header

The paralegal can fill in or change any of the following fields of the report header in the "Report Header" step of the Exhibit List Report wizard:

  • First Line
  • Second Line
  • Third Line

Any changes will appear in the header of the generated report after completing all the steps in the wizard.