A Single Transcript Report is a simple report made from just one transcript. These reports provide you with the contents of the transcript arranged the way you specify, with the opportunity to select all annotations or annotations related to a specific issue. You can print the contents with or without annotations. You also have the option of printing the entire case index as part of your report.
All single transcript reports can be saved, printed, or emailed as PDFs. Transcript reports can also be saved as Microsoft Word files.
| 1. | In the Transcripts pane, click on the transcript you want to use in the report. |
| 2. | On the Reports menu, click Single Transcript, then click Transcript. |
| 3. | On the Transcript submenu, click Full-size, Condensed, or Note-taking. |
See Understanding layout options for details.
| 4. | On the Transcript Report Wizard's Welcome page, click Next. |
| 5. | On the Highlight Annotations page, choose one of the following: |
| • | No, do not highlight annotations. |
| • | Yes, highlight all annotations. |
| • | Yes, highlight annotations linked to selected issues. |
In the Select issues to include box, select the check box next to each issue you want to include.
| 7. | On the Include Word Index page, choose one of the following: |
| • | Yes, include a word index. |
| • | No, do not include a word index. |
| 9. | On the Completing the Transcript Report Wizard page, click Finish to generate the report. |
| 10. | In the Print dialog box, under Destination, click the print output you want. |
The print options will change depending on your selection. See Selecting print output options.
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We recommend you select Preview first to verify your report before printing a hard copy or saving the report as a PDF file. You can select your print options from the Print Preview toolbar.
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| 11. | Select additional print options, then click OK. |
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| 1. | In the Transcripts pane, click on the transcript you want to use in the report. |
| 2. | On the Reports menu, click Single Transcript, then click Transcript with Annotations. |
| 3. | On the Transcript with Annotations submenu, click Footnotes, Endnotes - Full-size transcript, or Endnotes - Condensed. |
See Understanding layout options for details.
| 4. | On the Transcript Report Wizard's Welcome page, click Next. |
| 5. | On the Limit Annotations by Issue page, choose one of the following: |
| • | Yes, include all annotations. |
| • | No, only include annotations linked to the selected issues. |
In the Select issues to include box, select the check box next to each issue you want to include.
| 6. | On the Linked CaseMap Facts page, choose one of the following: |
| • | Yes, include linked facts. |
| • | No, do not include linked facts. |
To include facts from CaseMap, you must first have the corresponding case open in CaseMap.
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By default TextMap includes three of CaseMap's Facts spreadsheet fields in reports: Date & Time, Fact Text, and Status. To customize CaseMap fields included in TextMap reports, see the Changing page setup options topic, Steps 8-10.
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| 8. | On the Include Word Index page, choose one of the following: |
| • | Yes, include a word index. |
| • | No, do not include a word index. |
| 10. | On the Completing the Report Wizard page, click Finish to generate the report. |
| 11. | In the Print dialog box, under Destination, click the print output you want. |
The print options will change depending on your selection. See Selecting print output options.
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We recommend you select Preview first to verify your report before printing a hard copy or saving the report as a PDF file. You can select your print options from the Print Preview toolbar.
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| 12. | Select additional print options, then click OK. |
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