Creating Reports

Westlaw Case Notebook® provides powerful reporting tools to help you gather information and analyze your case. Click the Report button on the Main Menu toolbar to view the list of reports you can create.

All Annotations: includes a list of all the annotations in one or more documents, arranged in page and line order. It also includes the surrounding questions and answers.
Quick Marks: lists all Quick Marks and Issue Marks in a transcript, arranged in page and line order.
Issues: lists all of the issues in a document, grouped by issue and then arranged in page and line order.
Characters: lists every instance where a character appears in your data.
Full Text Search: lists the result retrieved when you run a search using the Full Text Search feature.
Auto Tags: lists all occurrences of the words and phrases in a transcript for which Auto Tags were created, arranged in page and line order.
Transcript Summaries (Digests): lists the page and line numbers, the subject, and the text of all transcript summary items.
Key Facts: lists the key facts in your case.
Case: includes the names of documents in your case and any comments about the documents.

Once you select a report from the list, a Properties dialog box is displayed with data tabs from which you can select exactly the information you need.

For example, to create an Issues Report, click Issues in the menu to display the Issues Report Properties dialog box (shown below), then complete the following steps:

By default, the Issues tab is displayed with all of the issues in the case selected. To remove an issue from the report, clear its check box.
Select the Only include Annotations with all selected issues (“Match all Issues”) check box, if desired.
Select the Only include Annotations that contain notes check box, if desired.
Click the Data tab to display a list of all document types and data. By default, all document types and data are selected. To exclude a document type from the report, clear its check box. To exclude particular data from the report, click the document type containing the data, then clear the check boxes for the data you want to exclude.
Click the Display tab to view a list of display options. Type a title for the report in the Title text box, if desired. Then select or clear the appropriate check boxes.
Click the Context tab to display a list of context options. Select or clear the appropriate check boxes.
Click the Authors tab to display a list of annotation authors. If you are working in a secure case on a network, a list of all annotation authors is displayed. If you are working in the case offline, just LocalUser is displayed. Select or clear the appropriate check boxes.
Click OK. The Issues report, which includes the lines you marked and the surrounding questions and answers, is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right pane.

Once you have created the report, you can save or send your report to different locations by clicking Send at the top of the report. Other kinds of reports include:

Verbatim Digest Report: includes only highlighted document text. First create an Annotations report. Then click the Properties button on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box. Click the Display tab and clear all check boxes under Annotations. Then, click the Context tab. Under Transcripts, select the Show annotated text check box and clear the Additional context check box, then click OK.

Notes Report: lists all of the annotations in a document that have a note, arranged in page and line order. First create an Annotations report. Then click the Properties button on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box. On the Issues tab, select the Only include Annotations that contain notes check box and click OK.

Attachments Report: lists all of the annotations in a document that have an attachment, arranged in page and line order. First create an Annotations report. Then click the Properties button on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box. On the Issues tab, clear the Include Quick Marks check box. Then click the Display tab. Clear all check boxes under Annotations except the Attachments check box, then click OK.