View project reports

Administrators run project reports to obtain a broader view of the data across the project because these reports can span multiple jobs, custodians, or sources. Project reports contain information about collection, processing, processing exceptions, search hits, production, audit history by document and user, and reviewer metrics.

Perform the following procedure to create a project report.

1. In the Account Menu, select Project Report.
2. In the Project Report dialog box, select a report from the list.
   Collection Report

   1. In Report Type, select Collection Report.
   2. In Data Name, click to select all data names or select specific data names to include.
   3. In Custodian, click to select all custodians or select specific custodians to include.
   4. In Source, click to select all sources or select specific sources to include.
   5. To show the project for a specific time period, in Date Collected Range, select a Start and End date.
   6. Click Create.
   Processing Report

   1. In Report Type, select Processing Report.
   2. In Data Name, click to select all data names or select specific data names to include.
   3. In Custodian, click to select all custodians or select specific custodians.
   4. In Source, click to select all sources or select specific sources.
   5. Click Create.
   Processing Exception Report

   1. In Report Type, select Processing Exception Report.
   2. In Data Name, click to select all data names or select specific data names to include.
   3. In Custodian, click to select all custodians or select specific custodians.
   4. In Source, click to select all sources or select specific sources.
   5. Click Create.
   Search Hit Report

   1. In Report Type, select Search Hit Report.
   2. Select Include Custodian to view the breakdown of hits by custodian. This option creates a Search Hit report that shows all hits, followed by hits per each custodian.
   3. Choose whether to display the Search Hit Report Analyze tab in the report using Include Summary. If selected, the Search Hit Report Analyze tab appears. If not selected, the tab does not appear in the resulting report.
   4. In Filter Job Name, select filter jobs.
   5. In Deduplication, select the deduplication type.
      • None
      • Within Custodian
      • Across Database
   6. If you want to exclude promoted documents from the report, select Exclude Promoted Documents.
   7. Click Create.
   Production Report

   1. In Report Type, select Production Report.
   2. In Job Name, select a job.
   3. Click Create.
   Audit History Report by Document

   1. In Report Type, select Audit History Report.
   2. In Report By, select Document.
   3. In Saved Search, select a saved search.
   4. To show the report for a specific time period, in Date, select a Start and End date.
   5. Click Create.
   Audit History Report by User

   1. In Report Type, select Audit History Report.
   2. In Report By, select User.
   3. In User, click to select all users or select specific users.
   4. In Scope, select a functional area.
   5. To show the report for a specific time period, in Date, select a Start and End date.
   6. Click Create.
   Summary Exception Report

   1. In Report Type, select Summary Exception Report.
   2. Click Create.
   Reviewer Metrics Report

   1. In Report Type, select Reviewer Metrics Report.
   2. In Reviewers, click to select all users or select specific users.

   3. In Report Time Zone, select a time zone.

   4. Optionally, in Date Range, choose a Start and End date.
   5. Click Create.
3.  Navigate to the report using a method available for your role.
   • Project Managers and Litigation Support
     1. In the Main Menu, select Overview.
     2. Select Jobs Overview.
   • Review Managers, Project Managers, and Litigation Support
     1. In Review, in the Main Menu, select Jobs.
4. In Jobs Overview, find your report in the job list, and click .
5. 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.