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Creating custom ReportBooks

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To copy a pre-existing ReportBook
To modify a pre-existing ReportBook
To add a report from a pre-existing...
To add a custom report to a pre-existing...
To create a new custom ReportBook

Given the pre-built selections available, you may find there is no need to create your own ReportBook. If you do want to define you own ReportBook layouts, you can simply create one from scratch or by copying an existing ReportBook template and modifying it to suit your needs. Both options are available on the Reports menu by clicking ReportBooks and then clicking Manage ReportBooks.

Each custom ReportBook must contain at least one report. Once the ReportBook is created you can add more reports, delete, rename, modify, copy, and adjust the order of the reports included in it. All ReportBooks created in the case display in the Manage ReportBooks dialog box with the date and user name who created them. All ReportBooks are available for use by all users in the case.

Custom ReportBooks can be created in following ways:

•	Copy and modify a pre-existing ReportBook

•	Add a report from a pre-existing ReportBook to another ReportBook

•	Add a custom report to a pre-existing ReportBook

•	Create a custom ReportBook

If you have a custom ReportBook template you want to add to another case, you can export a copy of it and then import it into the other case.

1.	On the Reports menu, click ReportBooks and then click Manage ReportBooks.

2.	In the Manage ReportBooks dialog box, click on the ReportBook you want to modify in the Available ReportBooks box.

3.	Click the Modify button.

4.	To modify the title page

5.	To modify the confidentiality statement

6.	To modify the table of contents

7.	To modify the introduction

8.	To modify reports

9.	To modify options

Before creating a custom report to add to a pre-existing ReportBook, first arrange your spreadsheet fields in the order you want them to display in the report and insert/hide any fields, as needed. You may also want to run a filter on a spreadsheet to remove records or data that you do not want to include.

Once your spreadsheet view is adjusted for the report layout, use the Create Report from Current View template. By using this utility, the ReportBook is generated with the new report added in your selected order. When other case staff print this ReportBook, the new report is automatically included in it for their use too.

When creating a report from the Create Report from Current View utility, CaseMap is making a one-time snapshot of the spreadsheet view to create the report. Any changes made to the spreadsheet after using this tool do not impact the ReportBook report you just created.

1.	In the Case Shortcuts pane, click on the icon for the spreadsheet you want to use.

2.	Arrange the spreadsheet in the view you want and filter any records as needed.

3.	On the Reports menu, click ReportBooks.

4.	On the shortcut menu, click ReportBook Tools and then click Create ReportBook from Current View.

5.	In the message box, click OK.

6.	In the Select a ReportBook dialog box, click on the ReportBook you want to use and click OK.

7.	In the New ReportBook Report dialog box, type in a title for the new report, then click OK.

8.	Click the Move Up or Move Down buttons to arrange the print order for this report within the ReportBook, then click OK.

9.	In the message box, click OK to create the ReportBook.

10.	In the message box indicating that the ReportBook is saved, click OK.

11.	To preview the ReportBook, click the Reports menu and then click ReportBooks.

12.	On the shortcut menu, click the ReportBook you selected in the utility and then click Preview.

13.	When the new report is generated, navigate to the ReportBook Contents page to locate the new report that you added.

You can now print the report using the method that suits your needs.

For more information, see Printing pre-built ReportBooks.

1.	On the Reports menu, click ReportBooks and then click Manage ReportBooks.

2.	In the Manage ReportBooks dialog box, click the New button to open the ReportBook utility.

3.	When the ReportBook wizard launches, click Next.

4.	In the Add Report(s) dialog box, click the Add Report button.

5.	In the New ReportBook Report dialog box, select the case data type for this report, then click Next.

6.	In the next dialog box, select the template you want to use and expand the listing by clicking the + sign.

7.	Click the + to expand the template listing and make additional specifications, such as filtering aspects of this report, selecting specific fields, adjusting the sort order, and more, then click Next.

8.	In the next dialog box, type in a name for the report.

9.	Select Open "Customize Report" after the report is created to preview the report later.

10.	Click Finish to continue.

11.	In the Edit Report dialog box, click the Fields button to add/remove fields.

12.	In the Customize Report Fields dialog box, add or remove fields from in the Visible Fields box and organize the field order by clicking the Move Up and Move Down buttons , as needed.

13.	Click Close to continue.

14.	To adjust the sort order of fields

15.	To add a filter

16.	To group case records

17.	To select print options

18.	In the Edit Report dialog box, click the Preview button to review the ReportBook before printing, then click Close.

You may also print the report directly from the Print Preview window.

19.	Click the Print button to select the printer destination and additional print settings, then click OK.

20.	Click OK to close the ReportBook utility when you are finished.

21.	Click OK to return to the ReportBook utility.

22.	In the Add Report(s) dialog box, continue creating additional custom reports (following the steps outlined above) to add to your custom ReportBook, then click Next.

23.	In the Set Options dialog box, select the check boxes for the title pages you want to include in the ReportBook.

24.	To customize the title pages

25.	Click Next to continue.

26.	In the Name ReportBook and Finish dialog box, type in a unique name for the custom ReportBook.

27.	Click the Finish button to generate the ReportBook.

The new ReportBook now displays in the Available ReportBooks box in the Manage ReportBooks dialog box.

Notice that the number of reports within the ReportBook and who it was created by are also displayed.

28.	In the Manage ReportBooks dialog box, click Close when you are finished.

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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