How to produce reports of my annotations?
- Access Your Matter:
- Begin by clicking into the matter you wish to report on. This is the starting point for selecting the annotations you want to generate a report for.
- Navigate to the Reports Section:
- In the top navigation menu, click on “Reports”. This will open the reports section where you can configure your desired report settings.
- Adjust Settings in the Left-Hand Panel:
- In the left-hand panel, you will see a variety of options to customize your report. Specifically, ensure you choose the setting that allows you to display only your annotations.
- Select Your Report Formatting Option:
- You can format your report in a few different ways depending on your needs:
- By Tag: Group annotations based on the tags you've assigned.
- By Folder: Organize the report by the folders where annotations are stored.
- By Document: Structure the report around specific documents that have annotations.
- By Event Date: Sort annotations based on when events related to the annotations occurred.
- Choose Your Sorting Method:
- You have two main options for sorting the annotations in your report:
- By Folder and Document: This will sort annotations first by the folder they’re in, and then by the specific documents within that folder.
- By Document Date: This option sorts annotations according to the date of the associated document.
- Filter by Folder or Date Range (Optional):
- Folder Filter: You can choose to focus on specific folders. Select the folder or folders you want the report to include.
- Date Range Filter: If you want to limit the annotations to a specific time frame, set a start date and end date for the range of annotations you wish to report on.
- Generate the Report:
- Once you’ve defined all your settings and are satisfied with your filters, click “Download Report”. This action will generate an Excel file containing a complete list of your annotations, formatted based on your selected preferences.
