Retrieving Coded Data

From the Project Explorer, Code Manager or Code Browser

Double-click a code. This open the Quotation Reader and you can review all codings.

Retrieving Coded Data

If you prefer to read the data in context, you can dock the Quotation Reader to the right or left-hand side of your screen in single line format. To do so:

Select the option Dock to Navigation Area in the ribbon:

Dock Quotation Reader to Navigation Area

Single line Quotation List in Navigator

Simple Retrieval in the Margin Area

If you double-click on a code in the margin area, the comment field opens. From there you can access the quotations coded with the code.

Retrieving Coded Data in the margin

Simple AND and OR Queries in The Quotation Manager

Open the Quotation Manager.

Select a code in the filter area. If you have a long list of codes, you can enter a few letters into the Search Code field to reduce the list to only the codes you are looking for:

Filter code list

The list of quotations only shows the quotations of the selected code. If you click on a quotation, it will be shown in the preview area. If you double-click, the quotation will be shown in the context of the document.

The yellow bar on top shows the code(s) you are using as filter.

When selecting two or more codes in the side panel, the filter is extended to an OR query: Show quotations coded with of ANY of the codes.....

Retrieving Coded Data in the Quotation Manager

Click on the blue underlined any operator. This opens a drop-down, and you can change between ANY and ALL.

Building and OR or AND query in the Quotation Manager

  • ANY: Show all quotations linked to any of the selected codes.

  • ALL Show quotations where all the selected codes apply. This means that two or more codes have been applied to the exact same quotation.

If you want to export the results, click on either the Report or Excel Export button in the ribbon. Find more detail see Creating Reports.

Create a report of retrieved quotations