Create Word / PDF Reports
Creating Report from the Code Manager
If you want a text report of quotations for selected codes, then creating a report form the Code Manager is the best option.
Open the Code Manager. Select one or multiple codes or set a code group as filter if you do not want to create a report for all codes.
Select a filter option: If you selected some codes or set a code group as filter, you can still change and export all codes.
You can group the report by:
By "smartness" means that quotations of smart codes are listed first in the report.
When you select a grouping option, further options are presented to you, e.g. whether you want to also export the comment of the code group or document.
If a selected code is in multiple code groups, then the quotations for this code will occur multiple times in the report.
Next select what should be included in report. When selecting Groups, Quotations, Memos or Codes, you can select further options. To do so, click on the small triangle before the item to open the branch. For Quotations for instance 'Content' is already pre-selected. You may further want to select to also include quotation comments, other linked codes or memos in the report.
After you made your selections, click Create Report to open the report. It is a read-only report. You can save it as rtf file or copy and paste it into a Word document.
Creating Reports from the Quotation Manager
Open the Quotation Manager. Select one or multiple quotations or set one or more codes as filter if you do not want to create a report for all quotations.
Select a filter option: If you selected a few quotations or set a code as filter, you can still change and export all quotations.
You can group the report by:
When you select a grouping option, further options are presented to you, e.g. whether you want to also include the comment of the code group or document.
Note, if you group by documents or code groups, and a document or code is in multiple groups, then the quotation will occur twice or more times in the report. The same applies if a quotation is coded by multiple codes. If you group by codes, the quotation will be listed under each code that applies.
Next select what should be included in report:
When selecting Codes, Memos or Hyperlinks, you can select further options. To do so, click on the small triangle before the item to open the branch.
After you made your selections, click Create Report to open the report. It is a read-only report. You can save it as rtf or PDF file or copy and paste it into a Word document.
Below each quotation you see the codes that have been applied.
Document Reports
You may for example print a report that lists all documents with their comments.
Open the Document Manager. Select one or multiple documents or set a document group as filter if you do not want to create a report for all documents.
Select a filter option: If you selected some documents or set a document group as filter, you can still change and export all documents.
You can group the report by:
When you select a grouping option, further options are presented to you, e.g. whether you want to include the comment of the entity you group by.
If you group by document groups and a document is in multiple document groups, the document will occur multiple times in the report. If you group by codes, then the document will be listed under each code that applies, and so on.
Next select what should be included in report:
When selecting Groups, Quotations or Codes, you can select further options. To do so, click on the small triangle before the item to open the branch.
After you made your selections, click Create Report to open the report. It is a read-only report. You can save it as rtf file or copy and paste it into a Word document.
Memo Reports
A useful memo report could be a report of all memos with their comments, or a report of a memo with all linked quotations.
Open the Memo Manager. Select one or multiple memos or set a memo group as filter if you do not want to create a report for all memos.
Select a filter option: If you selected some memos or set a memo group as filter, you can still change and export all documents.
You can group the report by:
When you select a grouping option, further options are presented to you, e.g. whether you want to include the comment of the entity you group by.
If a selected memo is in multiple memo groups, then the memos will occur multiple times in the report.
Next select what should be included in report:
When selecting Groups, Memos, Codes or Quotations, you can select further options. To do so, click on the small triangle before the item to open the branch.
After you made your selections, click Create Report to open the report. It is a read-only report. You can save it as rtf file or copy and paste it into a Word document.