View Client Production Report
Client Administrators can run project reports to obtain a broader view of the data across their company's projects. The Client Production Summary Report contains information about projects with completed productions.
The Client Production Summary Report name includes client name, report name, and time stamp separated with hyphen. The format for the report timestamp is yyyy-mm-dd-hh-mm-ss-ms, displaying 24-hour format and milliseconds (ms).
Perform the following procedure to create a production report.
- In the Project page, click
and then select .
- In the dialog box, in , select .
- In Projects, click
to select all projects or select specific projects. Only projects with completed productions appear.
- To filter the projects in the report, click the arrow.
- To navigate to specific project names, in the field, type the first few characters of the projects to include.
- Specify the projects to include by selecting the checkbox. To omit a project from the report, uncheck the project name.
- Click .
- You can view the Client Production Summary Report in the Projects Jobs page or CLIENT REPORTS list.
- To view in the Projects Jobs page, perform the following steps.
- In the Project page, click the Epiq Discovery logo.
- Select .
- In the jobs list, click
for the that displays .
- To view in the CLIENT REPORTS list, perform the following steps.
- In the Project page, click
and then select the .
- In the left pane, click CLIENT REPORTS.
- In the CLIENT REPORTS list, click
for the that displays .
- In the Project page, click
- To view in the Projects Jobs page, perform the following steps.
- When the XLSX file appears at the bottom of the page, select it to view the report in Excel. Alternatively, you can access the file in your Windows Downloads folder.