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Exporting Reports from Analyst

Case reports, field notes, and analyst narratives can be downloaded as PDF or DOCX files directly from within TRULEO for use in your agency's records management system

Exporting a case report

  1. Open a case from the Cases panel
  2. Click the TRULEO Reports tab
  3. Open the report you want to download
  4. Click Download in the upper-right corner
  5. Choose PDF (.pdf) or Word (.docx)
  6. Save the file to your device or upload directly to your RMS

Exporting a field note

  1. Navigate to Field Notes from the top navigation
  2. Open the specific note
  3. Click Download in the upper-right corner
  4. Choose PDF (.pdf) or Word (.docx)

Exporting an Analyst narrative

Narratives generated from the Analyst chat panel appear in the TRULEO Reports tab alongside case reports. Export them the same way — click Download, choose your format, and save the file.

Best practices

  • Review report content in the editor before downloading
  • Rename files to match your agency's naming conventions before uploading to your RMS
  • Use PDF when you need fixed formatting; use Word when you need to edit after export