Use the following procedure to generate a report for specific annotations in a project.
On the main toolbar, click the Annotation
Report button (
). The Current Annotation Report Properties
dialog box opens.
On the Issues and Users tab, click the issues you want to use in the report and, if you have multiple users, click the users whose annotations you want to include on the report. Click the Select All button to quickly select all items.
Click the Filters tab.
Complete and select the options as follows:
Only include annotations with the follow up flag set: Click this check box if you want to filter out only those annotations that have follow up flags.
Only include annotations with comments: Click this check box if you want to filter out annotations according to comments. You can then choose to include only those annotations that have comments or only those annotations whose comments contain specified text.
Only include annotations: Click this check box if you want to filter out annotations according to their attachments. To include only those annotations with attachments, select the with attachments option. To include only those annotations without annotations, select the without attachments option.
Edit button (for transcripts): Click to modify the amount of text displayed in the report on the Annotation Report Transcript Text dialog box. Once you make a selection using the Edit button, that information displays in the Additional Filters dialog box.
Edit button (for documents): Click to modify the way document information is displayed in the report on the Annotation Report Document Context dialog box. Once you make a selection using the Edit button, that information displays in the Additional Filters dialog box.
Click the Discovery tab.
You have the following options:
All Discovery: Select if you want to include all discovery in the project.
All Transcripts: Select if you want to include all transcripts in the project.
All Documents: Select if you want to include all documents in the project.
Current Selection: Select if you want to include only the currently displayed selection in the Display pane.
Search Groups: If you have defined search groups, select one from the list. Refer to the Creating Search Groups topic for more information. When you click a group, the Transcripts and Documents become active, and you can add items to the group. To remove a transcript or document from the group, click the name of the group under the Search Group heading and then, under the Discovery heading, click the item you want to remove, and then click the Remove button.
Select Discovery: Select if you want to include specific transcripts and/or documents from the project. All transcripts and/or documents in the project are displayed in the right pane, and you can select any of those that you want to include in the report.
New Group: Click the New Group button to define a search that specifies which transcripts and documents to search. After you click the New Group button, type a name for the group in the Name field. Click the Documents button to specify which document to search. Click the Transcripts button to specify which transcript to search.
Click the Report tab.
To save the report, click Create Report, type a name and description in the appropriate fields, and, if you do want anyone to be able to change the report, click Read-only.
Click the OK button.