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.

1. In the Project page, click and then select CLIENT REPORTS.
2. In the Client Report dialog box, in Report Type, select Client Production Report.
3. 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 Projects arrow.
   • To navigate to specific project names, in the Filter 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.
4. Click Create.
5. 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.
     1. In the Project page, click the Epiq Discovery logo.
     2. Select JOBS.
     3. In the jobs list, click for the Job Name that displays Client Production Summary Report.
   • To view in the CLIENT REPORTS list, perform the following steps.
     1. In the Project page, click and then select the CLIENT SETTINGS.
     2. In the left pane, click CLIENT REPORTS.
     3. In the CLIENT REPORTS list, click for the Job Name that displays Client Production Summary Report.
6. 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.