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Quick, practical tips on using Case Logistix

Creating Reports in Case Logistix

You can create the following reports in Case Logistix®:

Notes Report
The Notes Report compiles all annotations with a document. When you create a Notes Report, you can accept the default information for the report title, headers and footers, and reference information, or you can customize the report using the Format Expression Builder. For further information on the Format Expression Builder, see Case Logistix online Help.

To create a Notes Report, complete these steps:

  1. In the Document List, select the document for which you want to create the report.
  2. On the Notes toolbar in the right pane, click the Print Notes icon. The Print Note Options dialog box is displayed.
Print Note icon
Print Note options
  1. By default, the format options are entered for you. Type different options, if desired. For further information on the options, refer to Westlaw CaseLogistix online Help.
  2. Click OK. The report is displayed in a separate page in HTML format.
Document notes memo

To print or save the Notes Report, in the browser, on the File menu, click Print or Save As.

History Report
The History Report shows all activities for a document. To create a History Report, click the Show Document History icon on the Navigation toolbar. The document history is displayed in a separate window.

History icon

History report

To print the History Report, click the Report button to display the Print Preview dialog box. Then click the Print icon.

Bates Analysis Report
The Bates Analysis Report shows the gaps and overlaps in Bates number ranges within your documents.

To create a Bates Analysis Report, complete these steps:

  1. On the Tools menu, click Bates Analyzer Utility. The Analyze Bates Number Ranges dialog box is displayed.
Bates Menu

Number analysis
  1. Type your information in the appropriate text boxes.
  2. Click Analyze. The TestBatesRanges.txt file is displayed.
Bates report

To print the report, on the File menu in the text editor, click Print.