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Exporting Chronology and Linked Sources

Modified on: Thu, 28 May, 2026 at 4:07 PM

Minimum Software Version	8.18.10
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to export Chronology events and their linked source documents in multiple formats, including options for exporting specific events and associated materials.

The Opus 2 Chronology allows events to be exported in several formats for reporting, sharing, or offline review. Users can export all events or refine the output to include only specific events using filters or date ranges.

In addition to exporting event data itself, Opus 2 also supports exporting documents linked to those events, ensuring that supporting source material can be downloaded alongside the chronology records.

Exporting chronology events

Chronology events can be exported in the following formats:

Spreadsheet
Worksheet structure
Documents
Word documents

To export:

Navigate to Chronology.
Select Export.
Choose the desired export format.

When exporting to Word, the generated file is downloaded to the local machine, typically in the Downloads directory.

Exporting specific events

If only a subset of events is required:

Apply filters or specify a date range within the Chronology worksheet.
Once the desired events are visible, select Export and choose the required format.

Alternatively, events can be removed manually from the exported Word or Excel file after downloading.

Alternatively, events can be removed manually from the exported Word or Excel file after downloading.

Exporting documents linked to events

To export documents that are linked to selected chronology events:

Select Export.
Choose Documents and enable the Source option.
Confirm the export.

Only documents that are explicitly linked to the selected events will be exported.

Export options and destination

The format and structure of exported documents can be configured using the advanced options in the export dialog.
After selecting Download export, choose the destination location, which can include a local or network directory.

Related Links

Use filters and export options to tailor Chronology exports to your exact requirements. When sharing event data externally, ensure linked documents are included where needed to preserve full context and supporting evidence.