Reports

The “Reports” feature works similarly to “Saved” references in that the specific references are saved to a list and reports are project specific, meaning a report for Project 1 will not be visible in Project 2.

Unlike the “Saved” feature which is limited to one “Saved” list per project, there can be multiple Reports per project. References are saved as entire families with the selected reference as the representative member.

Reports can be shared via a link, with colleagues and clients who don't have access to Quartet. The information in the report is presented in a similar manner to how it is displayed within Quartet; if the recipient of the report has access to Quartet, there is a link available to login to Quartet via the report.

Creating a report

Reports can be created in one of two ways – in the “Reports” tab and in Detail view. In the “Reports” tab, select “+ New report” in the top right hand corner, to bring up the “Create report” pop-up. The “Create report” pop-up will prompt for a name for the report and select whether to make it shareable or not.

Reports can also be created in Detail view when adding a publication to a report, via the Report button in the top right hand corner.

Any shared report will revert back to being private after 365 days. After this, it is possible to re-share the report. If a report needs to be made private prior to this, simply toggle the "Share to anyone with the link" off, this will make the report private.

Feature Map in Reports

A Feature Map can be included in a report, either when creating a new report or editing an existing, make sure the "Include a feature map in this report" option is enabled.

A Feature Map will show a breakdown of the selected references mapped against the available Features within the Search Project.

Visit this article for more information on Features and Feature Maps.

Reports page

The page within the “Reports” tab displays a list of all reports associated with the active project. The title, number of documents, shared status, and creation and last modified dates for each project is shown.

From the list of reports, a button will copy the public link for any shared reports. Furthermore hovering over the shared status of each report, shows the option to toggle the shared status from shared to private and vice versa.

Similar to search queries on the Timeline, hovering over each report will reveal a “Three-dot” button with additional actions to edit, export, duplicate, or delete the report.

Clicking a report will open the Results view of the references saved to that report. From there results may be reviewed in depth much like in regular Results and Representative views.

Saving references to report

Saving a reference to a report can either be done in the Detail view one by one, or bulk added from the Timeline. In Detail view, the “Reports” button near the top right brings up the option to manage reports for that particular publication. Alternatively, press 'A' on the keyboard to open the "Reports" pop-up. If no publication has been manually selected, the system will default to the representative publication. Multiple members of one family can be saved to a report.
 

To bulk add references from the Timeline, simply click on the Actions button to the right of the relevant query and select "Add to report":

Please note that a maximum of 1000 references can be added to a single report.

The “Manage reports” pop-up shows all available reports within the current project, allowing for the selected reference to be added to one or all of them. Furthermore, from this dialog, additional reports can be created. 

Once saved, any publications of a family which have been saved to a report are indicated by an icon in both the Family Tree in the left column and the expanded Family Tree in the Full-text tab

Share report view

The figure below shows what a shared report will look like. The recipient(s) will be presented with a list of all references saved to the report to the left. Note that these are publication based and members belonging to the same family will appear separately in the family tree.