Watch this video that explains how to set up a report from within a case, or read the instructions below.
At the top right corner of the search page, you will see a three-dotted button with the option 'More'. To make a report click on 'Create report'.
You can also create a report from within the report overview. You can find the overview on the left side of the black menu bar.
To create a new report select 'New report'. Then select the case for which you would like to generate a report.
Thereafter you can choose a template:
- Emptyreport: an empty report to which you can add reporting items yourself.
- Quick report: a report that contains all reporting items by default. Subsequently, you can adjust this.
- Custom template: if already created.
After choosing a template you will enter the report page.
A report consists of a header with general information, like a title, time period, date of creation (automatic or custom), creator, sources, and summary. Every element is customizable.
Report items
In addition to the general information, a report consists of one or more reporting items, such as word count or timeline. On the left side of the screen, you can add these reporting items and adjust the order of the items by using the up and down arrows.
For each reporting item, you can adjust the settings, such as the type of messages and the searches and filters that should be included. Click on the pencil icon next to a report item. The Settings will appear on the right side of the screen.
Click on the 'Preview' button at the top right to see how the report will look.
If you are satisfied you can export the report by clicking on the 'Export' button in the top right of the screen. A PDF will be generated and downloaded.
Click on 'Save' at the bottom right of the screen to save the report to, for example, export or change it at a later time.
Advanced Reporting
You can also choose to add a logo to a report and include a footer, either predetermined or customized.
Custom report template
You can save your preferred report settings by checking the box 'use as template'.
By doing this, you can use the same report settings the next time you make a report. The report overview will tell you which report was saved as a template. By removing that report, you also delete the custom template.
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Automate Report
You can receive the report on a regular basis by checking the box 'automate report'. Select the time and day for when you want the first report to be sent, and add a receiver.
Please note that the report is sent at the chosen time in UTC. It might take some minutes for the report to arrive.
