Report on transcript annotations

You can create a report of the annotations in one or more transcripts. This report is called an Annotated Lines Report or a digest report.

An Annotated Lines Report allows you to reduce the amount of time that you spend reviewing transcripts. For example, instead of reviewing a transcript multiple times during the course of a trial, you can review and annotate a transcript once during discovery, and then create an Annotated Lines Report each time that you need to refer to specific annotations.

You can preview the report in the application, or export the report to Microsoft Word or Microsoft Excel. In Word, the report includes each annotation, the page and line numbers of the annotations, the names of the reviewers who added the annotations, and the dates the annotations were added. In Excel, the report includes the same information in a spreadsheet format. You can use the features in Excel to further sort and analyze the data on the report.

For more information about transcript annotations, see Annotate transcripts.

To create an Annotated Lines Report:

On the Case Home page, on the Case Home menu, select Transcripts.

Filter the transcripts list to display the transcripts that you want to include in the report. To include all transcripts in the report, clear all filters that are applied to the transcripts list. For information about how to filter the transcripts list, see Filter transcripts.

Tip: To update the transcripts list with the current number of annotations in each transcript, click the Refresh button.

In the transcripts list, click Report.

The Annotated Lines Report tab opens in the transcript viewer, with a preview of the report.

In the Scope area, select the check box next to each transcript that you want to include in the report.

Note: If a transcript does not appear in the Scope area, adjust the filters in the transcripts list, and then click Report again.

By default, all transcript issues (highlight types) and note categories are included in the report. To omit a transcript issue or note category, clear the check box next to a transcript issue or note category.

To update the report preview, click Apply.

Tip: To open a page that contains an annotation, click a page number in the report preview. The transcript page opens in a new tab in the transcript viewer.

To export the report, select from the following:

To export the report as a spreadsheet, click the Export to Excel button. Open or save the report.

To export the report as a Microsoft Word document, click the Export to Word button. Open or save the report.