Printing a By Object report

The By Objects Report Wizard allows you the opportunity to create reports based on object groupings. The wizard comes from four pre-set report options, or you can create your own custom report. The wizard allows you to choose which fields to show for the objects and the linked facts.

 

By Object Report Wizard pre-built options include:

•Facts grouped by Document
•Facts grouped by Person
•Facts grouped by Proceeding
•Documents grouped by Person
•Custom

 

Facts by Object report example

 

hmtoggle_plus1To create a By Objects Report
1.On the Reports menu, click By Object.
2.In the Select a Report dialog box, select a report type, and then click Next.

By Object Report Wizard > Select Report dialog box

If you select Custom, you can then select the object spreadsheet you want to use and whether to include objects with or without links.

3.In the Do you want to customize the fields shown in the report dialog box, select one of the following:
•No, I want the report to use CaseMap's default options
•Yes, I want to customize the report fields
4.Perform one of the following:

If you clicked No, click Next and then select output format. Click Next and then click Finish to print the report.

If you clicked Yes, click Next to continue.

5.In the Do you want to include any additional Object fields dialog box, select whether or not you want to include additional fields.

Click the Customize button to add fields to the Visible Field listing, then click OK.

By Object Report Wizard > Customize View dialog box

Click the Show Field or Hide Field buttons CM_showhide_field_buttons to add or remove fields in the Visible Fields listing.

Use the Move Up and Move Down buttons CM_moveupdown_buttons to organize the viewing order for the report.

6.Click Next to continue.
7.In the What fields do you want to show in the report page dialog box, select whether to show the fields in the current spreadsheet view or only those displayed in the Selected fields box.

Click Customize to add or organize the fields to suit your needs, then click OK.

8.In the What format do you want to use for this report dialog box, select output format, then click Next.
9.Click Finish to print the report.

Notice that all facts or documents are grouped by the objects selection specified, and are displayed in separate tables for each object.

You can now save the report as a Word file or PDF file, and save the it in the network folder where you store reports.

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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