Create an Issues Report

A paralegal wants to see a list of all the issues applied to items in his case.

The paralegal can create a report of the issues applied to items in his case using the Reports Explorer.

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

1. Select the Issue item in the explorer.

The paralegal selects the Issue item within the Reports Explorer.



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

With Issue selected, the paralegal clicks the Run Report button.



The Issue Report wizard appears.



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

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.

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.

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
  
  Note: Not all reports provide the CSV save option.
• Close the report
  

Report Options

The Issue Report contains the following customization options:

Option	Definition
Issues Options	The paralegal can choose between two options: All Issues - Includes all issues in the case to the report Selected Issues - Includes only issues the paralegal selects to the report If the paralegal chooses the Selected Issues option, he can choose the issues he wants to include in the next step in the wizard.
Inlcude	The paralegal 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 - The report only shows the page and line numbers of the selected issues Totals - The report shows the total number of applied issues for each issue in the report

Issue Selection

If the paralegal chooses the "Selected Issues" option in the first step of the wizard, he will be able to select the issues in the next step.

He selects the issues he wants by clicking the checkbox next to the issue type. Alternatively, he can select all the issues by clicking the Select All checkbox.