Printing Note Items

There are multiple ways to print Note items. The List View and Detail View of the Notes tab can be printed. Multiple standard reports based on Note items are available, and your firm can write their own user defined Case Note reports and save them to the Reports Library.

• Printing the List View
• Printing the Detail View
• Printing Using the Reports for Tab Option
• Printing From the Report Library

Printing the List View

A list of Note items in a case can be printed using the options in the Hamburger menu of the grid to print or export the current grid view.

Columns can be repositioned and other columns can be added or removed from the grid using the column chooser. Use the filter row to only display the rows you wish to print. Change the sort order by clicking on column headings.

To print the list of Note items in a case,

1. While viewing the list of Note items in the Notes Tab List View, click the Hamburger icon in the upper left corner of the grid. A popup menu will display.

2.  Select the Print option from the hamburger menu. The Print Preview window will display the grid list report.

Other options available on the hamburger menu include exporting the current grid view in the desired format. This allows for exporting directly to a file while bypassing the Print Preview step.

3. From the Print Preview window, click on the appropriate ribbon buttons to search, print, send or export the report.

Printing the Detail View

To print the Detail View of a single Note item,

1. While in the detail view of a Note item, click on the Print button on the Quick Access Toolbar (located either above or below the ribbon).

2. The Print Preview window will display a complete replica of the full screen for the single item. Click on the appropriate ribbon buttons to search, print, send or export the report.

Printing Using the Reports for Tab Option

To run any of the standard Needles reports relating to the Notes Tab,

1. Click on the Reports for Tab button on the Case ribbon. The Report Selection Window will display a list of available reports organized by Report Category.

You will need the proper permissions to access the available reports.

2. Double-click the desired report from the list of reports OR select the desired report and click the OK button. The report will display in a new tab window within Needles.
3. On the Parameters pane, select any of the desired options on which the report should filter.

If the report contains a parameter for the case number, it will be pre-populated with the number of the active case being displayed when the Reports for Tab button was clicked.

4. Click the Submit button to run the report. The selected report will display in the Print Preview Tab window.

Click the Reset button to reset the fields to the last selections when the Submit button was clicked.

5. From the Print Preview window, click on the appropriate ribbon buttons to search, print, send or export the report.

Printing From the Report Library

Reports can also be run from the Report Library. To access the Report Library,

1. Click the Reports ribbon in Needles.
2. Click the Report Library button on the Reports ribbon.
3. Select the tab on the left-hand side of the Report Library to select a report type, such as Settlement Memos or Time reports. The Reports tab will contain the Needles Standard Reports as well as any user defined reports your firm has written.

You will need the proper permissions to access the available reports.

4. Double-click the desired report from the list of reports. You can also select the desired report and click the Run this report icon above the reports grid. The selected report will display in a new tab window within Needles.
5. On the Parameters pane, select the desired options on which you would like the report to filter.

6. Click the Submit button to run the report. The report will display in the tab window. Some standard reports may provide bookmarks to assist in quick navigation. Click on bookmarks in the convenient Document Map in the lower left corner of the Print Preview window to easily navigate to the specified section of the report.

Click the Reset button to reset the fields to the last selections when the Submit button was clicked.

7. From the Print Preview window, click on the appropriate ribbon buttons to search, print, send or export the report.