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. Further, “Saved” references are saved as a whole family, while references saved to a report are saved by individual publications.

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, to review the information

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 “Create a report” 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 publicly visible or not.

Reports can also be created in Detail view when adding a publication to a report.

Any publicly available report will revert back to being private after 365 days

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 project 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 take Quartet into a 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 begins at the Detail view; references cannot be saved to reports in Results view. In Detail view, the “Reports” button near the top right brings up the option for to manage reports for that particular publication. 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.

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. Additionally, 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

Public view of report

The figure below shows what an external user with a public link of the report will see when accessing the report. The external user 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. As shown in the figure, the US and WO documents saved to the test report both belong to the same family but have discrete entries in the report.