Creating Reports

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Creating Reports

Concordance Desktop provides several tools for printing document records and transcripts, and can be used to create and print a variety of customized reports based on search results, field content, tagged document sets, and transcript annotations. Printing options are available within Concordance Desktop from either the Browse or Table view, and the output looks similar to the onscreen display, depending on which view you choose to print from. Document images can also be printed from Concordance Desktop Image, based on search results in Concordance Desktop.

While Concordance Desktop offers the basic options for printing, such as page numbers and dates, Concordance Desktop also offers selections for printing highlighted annotations, underlined hits, field labels, and more. This is especially useful for printing sets of records for full-text review or printing annotations from transcripts.

You can also print a spreadsheet report of queries displayed in Table view, with field text in the sort order selected. This option is useful when a summary listing is appropriate.

You can create reports in Concordance Desktop using the following methods:

Exporting Concordance Desktop Table Data

oYou can export Concordance Desktop record content to CaseMap, a case tracking tool, or export record content to spreadsheets in Microsoft Excel.

oFor more information about exporting table data, see Exporting Concordance Desktop data.

Printing with the standard print options

oConcordance Desktop offers many standard printing options and report tools to assist reviewers during case review.

oFor more information about using the standard print options in Concordance Desktop, see Printing standard reports.

Printing with the Annotation Report Writer Wizard

oUse the Annotation Report Writer Wizard to create custom reports from your transcript files. The custom reports can include transcript notes, highlights, and attachments.

oFor more information about creating custom reports using the Annotation Report Writer Wizard, see Printing transcript annotations.

Printing with the Report Writer

oUse the Report Writer to create custom reports from the Table view, based on a sort query. You can also use the Report Writer in conjunction with a CPL (Concordance Desktop Programming Language) script to create custom exploded sort reports.

oFor more information about creating custom reports using the Report Writer, see Printing with Report Writer.