Counsel items can be printed from a report in the Report Library or using an Advanced Search query. Refer to the Right-Click Menu to export Counsel items within the current grid as a CSV or Excel file.
NOTE: You must have permission to General > Reports and the report categories in Other Permissions.
To access the Report Library:
Click the Reports icon
in the left navigation pane.
Click the All tab to locate Counsel reports, such as Case Facts.
A Report Details tab will display.
NOTE: Some reports, such as Case Facts, require a case to be specified before running the report.
Report-specific criteria can be used to filter the report as needed.
Review Running a Report for additional options.