Creating and Printing Reports
About creating reports
Video of this Session click below
In this session we will review the various ways to produce reports out of the CaseMap data
Case spreadsheets are the raw material that makes up your CaseMap reports — many of which
are required by the court. With a few mouse clicks, you can create professional reports
instantly in Adobe® Acrobat, Microsoft® Word, or just printing them on paper.
Using the Facts spreadsheet you can easily turn your fact chronology into Motions for Summary
Judgment and produce the list of facts that you're willing to stipulate for pre-trial motions.
CaseMap reports use the What-You-See-is-What-You-Get (WYSIWYG) principle, so what is
displayed in your spreadsheet view is the same as what you see in your report. By clicking
More, and then clicking the Print Preview button on the Reports ribbon, you can instantly see
how your spreadsheet data will look in report form.
With CaseMap, you have three primary means of creating reports:
Standard Reports — Basic spreadsheet reports are what you get when you click the Print
button on any spreadsheet. What appears in the report is data from the fields and records
in your current spreadsheet view.
Pre-built Reports — CaseMap includes four pre-built reports that you can easily produce
using a wizard: Privilege Log, By Issue Report, By Object Report, and a Summary Judgment.
Access these reports from the Reports ribbon.
ReportBooks are compilations of case analysis spreadsheets rolled
together in a polished package that includes a title page, table of contents, introduction
page, and spreadsheet reports (each with their own title page). CaseMap has several prebuilt
ReportBooks that are part of every new case on which you can build your own custom
templates by copying or modifying a re-built ReportBook.
Evaluation Tools - we have reviewed these in previous sessions - the Question spreadsheet and the other fields that permit you to mark with a fact is highly important or lacks any importance, etc.
Evaluation tools are used to capture opinions regarding the information in a case, and use
symbols, instead of text to denote record status. For more information about these Evaluation fields please see previous sessions. But I mentioned them here because they can be used as filters for your reports - i.e. print reports of all KEY facts or all records evaluated with an "A" as critical records.