This topic explains how to use the Search Wizard that opens when you select File à New à New Report from the menu bar.
Note: To learn how to use the Search dialog box that opens when you click the Search button on the toolbar, refer to the Search topic.
Use the following procedure to create a report that searches for specific terms in transcripts:
Select File à New à New Report from the menu bar. The Report Type dialog box opens.
Click the Search report option. For information about annotation reports, refer to the Creating Annotations Reports topic.
Click the Next button. The Transcripts dialog box opens.
Select the options as follows:
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 Using Search Groups topic for more information.
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.
Click the Next button. The Search Phrase and Text dialog box opens. The one below contains sample data:
You have the following options:
And: A search for "left AND hand" matches transcripts containing both "left" and "hand."
Or: A search for "left OR hand" matches transcripts containing either "left" or "hand."
Not: A search for "left NOT hand" matches transcripts containing "left" only if "hand" is not in the transcript.
Near: A search for "left NEAR hand" matches transcripts containing "left" near the word "hand." (The operator NEAR can be custom defined. Please read below for more information.)
Before: A search for "left BEFORE hand" matches transcripts containing "left" before the word "hand."
Matches: As you type words or phrases for the search, RealLegal Binder displays the number of matches it finds. Deselect this check box to not show the matches.
Near Means: If you click the Near or Before buttons above, you can clarify in what context you want search results to appear. Clicking this button opens the Define 'Near' dialog box.
Edit (for Transcripts): To specify how much text you want to appear around the found words, click the Edit button next to the Transcripts section. The Search Report Transcript Text dialog box opens.
Edit (for Documents): To specify how many pixels you want to appear around the found words, click the Edit button next to the Documents section. The Search Report Document Content dialog box opens.
After you have selected the appropriate options accessible from the Search Phrase and Text dialog box, click the Next button. The Name and Description dialog box opens.
You have the following options:
Name: Type a name that you want to be displayed in the Project Tree.
Description: Type a description. Consider this description useful for others who may use the report or useful for you at a later time when you have forgotten the purpose of the report.
Report is Read-Only: Select to prevent editing of the report. Regardless of what you choose here, you can edit this option later in the Report Properties dialog box. Refer to the Editing Reports topic for details.
Click the Finish button. RealLegal Binder updates the viewing area dynamically. Sections of the report are listed in the Details pane.
To view a different section of the report, click the section in the Details pane.