Overview
Reports are generated from workflows and draw their content from the case documents. Reports can be viewed online within the portal or exported as a PDF. The report builder is accessed from the Reports tab inside a case.
Accessing the report builder
Open the case and navigate to the Reports tab.
Building a report using a preset
In the Reports tab, click CREATE REPORT.
Click on the Report presets dropdown menu and choose the appropriate preset (Chronology and Analysis or AI Prompt Response).
The preset's templates load in order in the Templates tab.
Review and adjust the order or remove templates if needed.
Click CREATE.
Note:
Using a preset does not lock the report. You can still add, remove or reorder templates after selecting one.
Building a report manually
In the Reports tab, click CREATE REPORT.
Click on the Report presets dropdown menu and select Blank report.
The templates load in the Templates tab. Select from the list and click ADD.
Review and adjust the order or remove docs if needed.
The documents load in order in the Docs tab. Select from the list and click ADD.
Review and adjust the order or remove docs if needed.
In the Settings tab, set the header and footer of the template, add a watermark and remove links if wanted.
Click CREATE when the structure is ready.
Viewing a report online
Once generated, in the Reports tab, click the three-dot menu (⋮) next to the name of the selected report. Then click OPEN PREVIEW. The online viewer renders each template section with data drawn live from the case — it updates automatically as episodes and workspace content change.
Exporting a report as PDF
In the Reports tab, click the three-dot menu (⋮) next to the report name.
Select Download PDF.
The PDF is generated and downloaded to your device.
The exported PDF is a point-in-time snapshot and does not update after download.
Note:
Ensure all workspace pages have complete episodes before exporting to avoid missing data in episode-based template sections.
Documents Exports tab
The Documents Exports tab inside the case provides access to bulk export options for case documents and generated reports. Use this tab to download multiple files or export case documents.