You can generate a report from the results of a search. This enables you to create and export a report without having to duplicate all of the search criteria for the report.

To generate a report based on the results of a search:

1. Perform a search. The results of the search display in the List pane.

2. From the View menu, select As Report.
   The New Report dialog opens with the matter and report criteria predefined, based on the criteria of your search.

3. From the Formats list, choose a report format to select how information should be displayed in the report.
   The grouping associated with the selected format is displayed below the Formats list.

4. From the Sort by list, select a sort order for the report.

5. To print a representation of the report criteria in the report header, select the Print criteria check box.

6. To change output options, select the Output drop-down and select one of the following options:  

   • Generate Preview. 

   • Generate Preview and Open Print Dialog. 

   • Generate Preview and Print

   • Generate PDF

   • Generate XML

   • Generate CSV

7. To save this report in the Saved Reports node:

   1. Select the Save this report ‌check box.

   2. In the Name field, enter a name for this saved report.

8. Select OK.
   The report is generated and appears in the Report View (unless Generate PDF, Generate CSV or Generate XML was selected, in which case the file is created and saved directly).