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Working with Reports
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Auto Tag Report
This report lists all occurrences of the words and phrases in a transcript for which Auto Tags were
created, arranged in page and line order. To create an Auto Tag report, complete these steps:
1. Click the Report button ( ) on the Main Menu toolbar, then choose Auto Tags from the menu. The
Auto Tag Report Properties dialog box is displayed.
2. All Auto Tag terms are listed on the Terms tab by default.
3. Click the Data tab to display a list of all document types and data. By default, all document types and data are
selected. To exclude a document type from the report, clear its check box. To exclude particular data from the
report, click the document type containing the data, then clear the check boxes for the data you want to
exclude.
4. Click the Display tab to view a list of display options. Type a title for the report in the Title text box, if desired.
Then select or clear the appropriate check boxes.
5. Click the Context tab to display a list of context options. Select or clear the appropriate check boxes.
6. Click OK. The Auto Tag report, which includes the lines with the Auto Tags and the surrounding questions
and answers, is displayed on the Report tab in the right pane and listed under Report in the left pane.
Transferring Reports
To transfer the report to another application, such as Microsoft Word, Corel WordPerfect, or
TrialDirector, click Send on the toolbar above the report in the right pane, then choose an application
from the menu.