Modify the EDA Dashboard

You can modify the EDA Dashboard. When you modify the dashboard, the modified dashboard remains available until you log out. If you want to view the modified dashboard at a later time or if you want others to view it, save the current display.

Perform the following procedure to modify the EDA Dashboard to show the details you need.

  1. In the Project page, click >.

  2. You can filter the dashboard information using the following options in the left Filter pane.

    • File Status

      • Is Duplicate

      • Document State

      • Exception

    • File Information

      • Custodian

      • Parent Date

      • Family Count

      • Record Type

      • File Type Category

      • Extracted Text Size

    • Email Information

      • Recipient Count

      • Thread Inclusive

      • Domain Categories

      • Email Keyword Hits

  3. In the Filter pane, click Apply.

  4. You can sort the pivot table information using the following options.

    • Group By

      • Custodian

      • Document State

      • Exception

      • Domain Categories

      • Email Keyword Hits

      • Record Type

    • Pivot On

      • Custodian

      • Document State

      • Exception

      • Record Type

    • In the Filter pane, select the Include Family checkbox and click Apply to reflect family in the pivot table totals. Click a cell in the table to view the documents in the Inspect page. However, when opening these documents in Inspect via the dashboard, the documents load without family so the total numbers differ accordingly.

  5. To save the current display, perform any of the following actions on the right pane. You can select the saved dashboard template from the template drop-down menu.

    • To save as a new dashboard template, perform the following actions.

      1. Click Save View As.

      2. Enter a name.

      3. Click Save.

    • To save the changes that you make to selected dashboard template other than the default template, Click Save View.

    • To modify the dashboard template name other than the default template, perform the following actions.

      1. Click the dashboard template drop-down menu and on the dashboard template name, click .

      2. In the Manage Template dialogue box, in the Dashboard Template Name field, modify the template name.

      3. Click Save.

  6. To delete a saved dashboard template, perform the following actions.

    1. Click the dashboard template drop-down menu and on the dashboard template name, click .

    2. In the Manage Template dialogue box, click Delete Template.

    3. Click Click to confirm you want to delete this template.

  7. To clear all filters that you applied in the Filter pane, in the Filter pane, click Clear.

  8. To export the pivot table details, at the top right of the pivot table, click Export.

  9. To view the report, perform the following actions.

    1. In the Project page, select OVERVIEW.

    2. Click the toggle to switch Data Overview to Jobs Overview.

    3. Find your report in the job list, and click .

    4. 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 via your Windows Download folder.