Printing the Companion Groups Directory

A list of cases attached to Companion Groups can be printed using the Companion Groups report in the Report Library or using one of the options in the Hamburger menu of a grid to print or export the current grid view.

Companion Groups Report

A list of companion cases attached to Companion Groups can be printed using the standard Needles Companion Groups Directory report.

You will need the proper permissions to access the Directory Reports.

To access the Companion Groups Directory report,

  1. Click the Reports ribbon in Needles.
  2. Click the Report Library button on the Reports ribbon.
  3. Select the Directories tab on the left-hand side of the Report Library.
  4. Double-click the Companion Groups report from the list of reports. You can also click the Run this report icon above the reports grid. The Companion Groups report will display in a new tab window within Needles.
  5. On the Parameters pane, select the desired Companion Group(s) from the dropdown that you would like the report to filter. (The default parameter setting will print all groups.)
  1. Click the Submit button to run the report. The Companion Groups report displays the columns: Group Name, Case Number, and First Party.

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

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

Companion Groups Grid View

While viewing the list of Companion Groups in the Groups Pane or the list of case members in the Group Members  Pane, the current grid view can be printed by clicking the Hamburger icon in the upper left corner of the grid and selecting the Print option from the menu. Other options include exporting the current grid view in the desired format.

The columns can be repositioned, however they are default and cannot be removed from the grid.

Printing the grid view will only print the list of the groups or the list of members. To print a list of Companion Groups and the corresponding members, you should use the Companion Groups Directory report in the Report Library.