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Report

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This section assumes you have learnt how to view Items (as described here) and have run the search for Items marked 'In List' = True, sorted into Date order (as described here).

 

Now click the Report button on the Control Panel.

 

You get this screen:

 

 

Take the default options and simply click the OK button:

 

You should get this report:

 

 

 

The report shows the 15 Items in your selection, in date order, sequentially numbered starting from 1.

 

Note that Items 1 and 5 have inexact dates.

 

Now close the report, and re-run it, but with a different selection in the first column.

 

Now you will see other numbering in your report, but the descriptions of the Items, and their dates, and the order of the Items will be exactly the same.

 

You are simply running different report formats on the same selection of Items.

 

Now switch to the 4-column reports and repeat the exercise.

 

Try the first 4 column report:

 

 

You can see that the first Item sequentially numbered 1, is in fact Item number 18.

 

The report is in date order so, not surprisingly, the Item numbers are not in sequence.

 

Now try the middle option - the flexible report:

 

You will be asked for the start page number - take the default of 1

 

 

Notice that you can drag the vertical column lines to resize each column, and you can resize the form itself.

 

You can also resize the rows - drag one of the lines at the bottom of the row markers on the left to get a result like this:

 

 

Here you can see values for all the numbering options you have already looked at.  The Item no, sequence number, start page no and List No.

 

As almost all the documents have only one page the Start Page Number appears to be the same as the Sequence number - but it will jump as soon as you have a multi-page document in your report.  It is designed to show the sequential page numbers - with the start page of each document in the report.  So if the first document was 3 pages the second document's start page number would be 4 (as it starts at page 4).

 

Now click the Adjust Columns button and you get this screen:

 

 

Try changing the title and un-clicking a couple of columns and changing the Column Heading of one of the remaining columns like this:

 

 

Click OK and you get a new report:

 

 

If you have Microsoft Word and Excel, try clicking the Copy to Word button (the process uses Excel as well):

 

You should get this:

 

 

and you can now top and tail the report in your house style.

 

Now you can save these documents as a Bundle.

 

These reports are also available from the Output Options screen off the Bundles screen.