Renders the working report with the ticks and section switches on the right. The same output the Export tab produces, and the same thing a share freezes.
Shares
Executive summary
Narratives
Everything is included by default — untick anything this report should leave out. Unticking a narrative drops it and everything under it, but remembers your choices inside. The case filter only narrows what you see here.
Narratives
Questions
Timeline
Photos
Add photos from a document's panel
Unlinked items
Quotes, questions and photos not yet tied to any narrative
Select a deficiency on the left.
Open a deficiency, then click its source or a history row.
Export
Narrative report
Every narrative with its notable excerpts, key dates, questions and photographs, then its backup documents, plus a timeline. Preview opens it in a panel you can read, print or save as a Word file - the same three buttons sit on the Reports screen, next to the ticks that decide what goes in.
Choosing a case filters the narratives, timeline, documents, and questions (questions tied to that case's narratives).
Working report: -. Renders the working report, honouring its include/exclude choices and section switches.
To send this to someone outside the practice, use Shares on the Reports screen instead: a link and a password rather than a file, revocable, and logged.
Document register (Excel)
All documents with type, date, reviewed status, tags and notes as a CSV that opens directly in Excel.
Questions (Excel)
Every question with its answer, status (open/answered), and linked documents/narratives, as a CSV for Excel.
Quotes / highlights (Excel)
Every quoted passage with its note, source document, page, and the narratives it's linked to, as a CSV for Excel.
Timeline / key dates (Excel)
Every key date in chronological order with its label, case, source document, and linked narratives, as a CSV for Excel.
Raw data backup
Your notes & narratives live in _Review App/case-data.json (auto-backed-up on every save in _Review App/backups/). Download a copy here.
|Case Review