Monolith Case Reports
Create standard case reports by selecting Monolith case data and report sections, then export the result as an editable Microsoft Word document.
Monolith Case Reports allow users to generate case reports directly from the case interface.
This is the recommended reporting option for most users because it provides a point-and-click workflow without requiring custom template syntax. Select the sections and records you want to include, generate the report, then export it as a Microsoft Word document for review, quality control, final edits, and distribution.
Video Walkthrough
When to Use Monolith Case Reports
Use Monolith Case Reports when you want to:
Generate a report from information already captured in Monolith
Choose which Case sections should be included
Select specific Evidence Items, Notes, Contacts, or other supported records
Create a report without using custom template syntax
Export the report as an editable Microsoft Word document
Review and refine the report before final delivery
For most standard reporting workflows, start with Monolith Case Reports before considering a Custom Report Template.
Access Case Reports
To access case reports:
Open a case.
Select the Reports tab.
Open or create a report.
Review the available report options.
Select the sections you want to include.
Generate the report.
Download the report as a Microsoft Word document.
Report Options
The Report Options step controls which sections and records are included in the final report.
Sections can be enabled or disabled depending on the information you want to include. Some sections can also be expanded to configure additional options or select specific records.
Available sections may include:
Template Options
Report Options
Cover Page
Table of Contents
Case Summary
Analysis
Evidence
Tasks Summary
Case Notes
People
Activity Log
Template Options
The Template Options section is used when generating a report from a custom report template.
Custom report templates are Microsoft Word documents that use Monolith report variables and template syntax. These are useful when your organization needs a specific report format, layout, wording, or structure.
From Template Options, users may be able to:
Upload and create a new custom template
Select an existing custom template for the report
Most users creating a standard Monolith Case Report can skip Template Options and continue configuring the built-in report sections.
See Custom Report Templates for additional guidance.
General Report Options
The Report Options section controls general report-level settings.
Available options may include:
Include Report Header
Include Report Footer
Use these options to include or remove the standard report header and footer from the generated Word document.
Cover Page
The Cover Page section adds a cover page to the report.
Available options may include:
Include Organization Logo
Use this section when the report should include a formal cover page with organization branding or other high-level report information.
Table of Contents
The Table of Contents section adds a table of contents to the report.
This can help readers navigate longer reports with multiple sections, evidence items, notes, contacts, or supporting details.
Case Summary
The Case Summary section includes high-level case information.
Available options may include:
Include My Info
Include Client Info
Include Case Description
Include Report Summary
Include Evidence List
Use this section when the report should include general case details, user or examiner information, client information, case description, report summary, or a list of evidence items.
Analysis
The Analysis section includes analysis-related information from the case.
Use this section when the report should include narrative analysis, examination details, conclusions, or other analysis content documented in Monolith.
Evidence
The Evidence section includes selected evidence items from the case.
When this section is enabled, users can choose which evidence items should be included in the report. This allows the report to include all evidence items or only the items relevant to the final report.
Available options may include:
Include Description
Include Details
Include Chain of Custody
Include Acquisitions
Include Child Evidence
Include Photos
Users can also sort evidence items and select the specific evidence records that should be included in the report.
Use this section when the report should include evidence-level details such as evidence number, type, make, model, serial number, description, acquisitions, photos, child evidence, or custody history.
Tasks Summary
The Tasks Summary section includes task-related information from the case.
Use this section when the report should summarize work that was assigned, tracked, or completed as part of the case.
Case Notes
The Case Notes section includes selected notes from the case.
When this section is enabled, users can choose which notes should be included in the report. This allows teams to include relevant notes while excluding internal notes or notes that are not needed for the final report.
Use this section when important case notes, examination notes, processing notes, or other narrative documentation should be included in the final report.
People
The People section includes selected people or contacts associated with the case.
When this section is enabled, users can choose which contacts should be included in the report. This may include clients, custodians, requestors, suspects, victims, witnesses, or other associated people depending on your organization’s workflow.
Activity Log
The Activity Log section includes activity history from the case.
Use this section when the report should include a record of case activity or actions taken in Monolith.
Create Report
After selecting the desired report sections, go to Create Report to generate the report.
Monolith will create a Microsoft Word document based on the selected report options and available case data.
Microsoft Word Export
Monolith Case Reports are generated as Microsoft Word .docx documents.
This allows users to:
Review the report before final delivery
Perform quality control
Adjust formatting if needed
Add final comments or supplemental language
Make organization-specific edits
Save the final report according to internal procedures
Share the report in a familiar document format
The generated Word document is intended to reduce manual report writing while still allowing users to make final edits before delivery.
Monolith Case Reports vs. Custom Report Templates
Monolith supports two primary reporting approaches.
Monolith Case Reports
Use the standard report builder when you want:
Point-and-click report generation
Control over which sections and records are included
A report generated from information already captured throughout the Case
An editable Microsoft Word document without building custom template logic
Custom Report Templates
Use Custom Report Templates when your organization needs:
A specific Microsoft Word report format
Organization-specific branding or layout
Custom wording or structure
Monolith variables, loops, or conditional logic
Greater control over how Case information is rendered
See Custom Report Templates for additional guidance.
Best Practices
Keep Case information current throughout the life of the Case.
Review Evidence, Acquisition, Note, Contact, and other relevant information before generating the report.
Include only the sections needed for the intended audience.
Select specific Evidence Items, Notes, or Contacts when the report should be limited in scope.
Use structured Monolith data throughout the workflow so more of the final report can be generated automatically.
Download and review the Word document before sharing it externally.
Use the Word document for final quality control and editing when needed.
Consider a Custom Report Template when the standard report builder does not meet your organization's reporting requirements.
Related Documentation
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