Customized Reporting

Comprehensive lists or reports of documents, facts, witnesses, etc. As simple as displaying the appropriate views in MasterFile …

The views you see in MasterFile are actually interchangeable as tables to use in Word and Excel and you can use them to create the reports, lists and tables you need in Word or Excel — or, as a part of a MasterFile Grab ‘n Go Brief. So it’s easy to

  • Create exhibit and witness lists, privilege logs and deposition summaries
  • Start off a motion for summary judgment including all undisputed facts, organized by the issues that those facts support
  • Gather an ad-hoc collection of presentation quality reports for your clients or others with specific information by simply selecting the  requisite profiles in MasterFile,
  • and more,

in a few clicks.

Grab ‘n Go Briefs

Grab ‘n Go Briefs are customized Word document templates into which report tables from MasterFile are inserted. Simply grab (select) the information needed and add it to the brief. Once complete, the brief can be saved as a Word document, edited as needed, and also saved to PDF.

When we designed Grab ‘n Go Briefs we saw a report collection as a brief that might need editing or drafting of additional text. Consequently, Grab ‘n Go Briefs are not a static description of every aspect of a report as one sets in CaseMap’s Report Book fashion, nor is there a need to pre-configure dozens of details for each report. Grab ‘n Go Briefs are simply customizable Word templates into which MasterFile report tables are inserted — you simply ‘grab’ (select) the information you want and add it to the brief as you go with one click. Once complete, you can save it as a Word or PDF document. A cover page, table of contents and an introduction, all of which you can modify as needed, are added automatically.

We cover Grab ‘n Go briefs in more detail, including real world examples that you can download on our blog, here.

Tabular reports in Excel or Word

Witness lists, exhibit lists, etc. —  Select in MasterFile. Paste as a preformatted table.

Since all of MasterFile’s views or any custom view you create coexist as tables you can paste into Word or Excel, it’s easy to add almost any information you need to your own reports or as part of a Grab ‘n Go Brief — in just two clicks. We’ve done that in the two examples shown below: the first report being a list of documents, extracts, facts and players linked to the key issue, “Sky High Elevators knew parts were defective” and the second, a list of outstanding questions related to the same issue that require investigation.

The Facts by Issue report too, or any part of it, becomes a ready made statement of material facts; or simply print it to use as an outline for cross-examination.

Witness lists — i.e. relevant players from the cast of characters in the case — are also easily created from MasterFile’s standard Players view. Select the relevant people and add them as a table to a Grab ‘n Go Brief or paste them directly into your own Word or Excel document. Either way, you can add any other information required for filing.

The selection below will become part of the Lay and Expert Witnesses tables …

as pasted into Word or Excel.

Once complete, any report can be saved as PDF and added to the case record in MasterFile too.

Custom views

The report examples above use MasterFile’s default views. You can also create custom views with specific information from MasterFile’s profiles and use those for Grab ‘n Go briefs or to paste as tables directly into Word and Excel. Here’s a view created with specific fields from the Fact profile and pasted into Word. The column titles can simply be edited to be more meaningful.

Miscellaneous reports

MasterFile also provides other textual reports. Two of these, the Digest and Full content report are useful when you need to print out the content of profiles. Full content is rarely used for documents as it contains the OCR field as well – and as that usually has the full text content of the document imported into MasterFile, it is in effect the same as printing that! The digest report is quite useful in its place and for situations where you need a brief summary of the document and its profile. We leave the balance of the page is blank for you to make handwritten notes, etc., such as in an interrogation.

The full profile report is used with Argument profiles or Fact profiles when you need to print your own work.

Here are an examples of document profile’s digest report and a fact profile’s full content report.