Using Grids for Reporting

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Using Grids for Reporting

You can use the standalone grid to generate reports that apply to coding and to the results of queries in general. You can also use grids to create reports of the import results from ED Loader sessions or Turbo Imports.

WindowIcon To Generate Reports From Standalone Grids

If you need more detail than the Case Summary report provides, consider using either of the following reports:

Report type

Description

Steps to run

The summary function in the standalone grid display

Index Summary dialog box

Provides the number of fields coded and/or a summary on a specific set of documents that can be identified by a query.

1.In the main window, on the Tools menu, click Display All Records.

2.The standalone grid opens.

3.In the grid on the Tools menu, click Summary.

ED Reports in the standalone grid

Electronic discovery reports in the Report Preview dialog box

Provides electronic discovery reports based on data loaded via ED Loader or Turbo Import.

1.In the main window, on the Tools menu, click Display All Records.

2.The standalone grid opens.

3.In the grid on the Tools menu, click ED Reports.