In the Notes Tab, once the view and order of notes is customized via Filters, produce a report in CSV, PDF and/or DOC format by clicking the Tools button at the top right of the screen, and choosing Export Report.

Export Report will display the PDF, DOC and CSV options.

Exporting in CSV will allow data manipulation and customized organization. It also includes the Note contents, Note Date, Note Time, Note Author, Note Recipient, Range (if a transcript), Annotated Text, Document Name, Document Date, Tags, and customized metadata.

The Advanced export options allows for further customization of the report for transcripts.

Include transcript line numbers: page/line information included.

Include transcript highlighting: text highlighted with the designation color.

Include Transcript Tag info: margin boxes including page:line information and designation type.