| Report Builder View |
Custom reports; Group By field; Records/Date values; Table, Donut, Bar, Timeline, Calendar charts; save as view |
Build custom case analytics |
| Grid Download |
Excel with optional files (natives, PDFs, markups); searchable PDFs; stamps |
Quick ad-hoc reports |
| Chronology View |
Table/Calendar/Timeline; create events; bulk CSV upload; link records; print |
Present case narrative |
| PDF Presenter |
Single page or side-by-side dual-pane presentation from Grid |
Present in hearings |
| Exhibit Lists |
Exhibit Number filter + Grid + Excel export |
Produce exhibit lists |
| Case List Report |
Download filtered/configured Case List to Excel |
Cross-case reporting |
| Case Stats |
Site-level case metrics with color coding and views |
Portfolio overview |
| QA Reports |
Import tab or any tab; Excel export; detailed logs |
Data quality reporting |
| Import Details |
Summary, Message Log, Records, Doc Kinds/Types, Sizes, Issues, Settings; PDF download |
Import audit |
| Export Summary |
Export settings and error reports |
Production audit |
| Participant Download |
Excel with configurable columns, filters, sorting |
People reporting |
| Audit Reports |
Case-level and site-level activity logs; CSV export |
Compliance reporting |
| Review Pool Reports |
Pool progress; batch status; coded/unreviewed counts; Excel download |
Review management |
| Record Audit |
Per-record event history; who opened, when, event type |
Document-level audit trail |
| Download Charts as PNG |
Export any visual view (Timeline, Communications, Concepts, etc.) to PNG |
Include in presentations |
| Print Records |
Combine up to 100 records into PDF for printing |
Physical evidence packages |