Case Assessment

Location: Analysis->Case Assessment

General

The Case Assessment reports are created using Built-in and/or Custom reports that automatically summarize specific data extracted from the current case.  

Built-in Reports

1-Upload Reports

Doc Count by Master Date
This report shows total documents in case grouped by Master Date.

Doc Count by Custodian
Page Count by Custodian
Gigabytes by Custodian
These three reports show document count, page count, and GB count respectively. They are grouped by documents assigned to custodians.

Doc Count by Doc Source
Page Count by Doc Source
Gigabytes by Doc Source
These three reports show document count, page count, and GB count respectively. They are grouped by the Doc Source field initially assigned at the time of upload.

Doc Count by File Extension
Gigabytes by Extension
These two reports show document count and GB count respectively. They are grouped by the document extension. The report is limited to 100 entries. For reports larger than 100 rows, contact Technical Services.

2-Processing Reports

Doc Count Unsupported by Extension
Gigabytes Unsupported by Extension

These two reports show document count and GB count respectively for file types that are not supported for automatic conversion to PDF. They are grouped by document extension. See Supported File Formats for more information.  

Doc Count Failed To Convert by Extension
Gigabytes Failed To Convert By Extension
These two reports show document count and GB count respectively for file types that failed to automatically convert to PDF. They are grouped by document extension. Conversions might have failed due to corrupt or password protected files.

3-Review Reports

Status Docs
Status Pages
These two reports show documents and pages respectively for documents that have been marked "HasBeenReviewed" from the Document Viewer as part of a review process.

Doc Count - Responsive and Privilege Docs
This report shows the Review status (checked or unchecked) as a function of each of the Responsive tag values.

Doc Count by Doc Type
Gigabytes by Doc Type
These two reports show document count and GB count respectively. Each report shows the Review status (checked or unchecked) as a function of each of the "Doc Type" tag values.

Customizing Reports

Reports can be customized further by using the "Group By" and/or "Then By," based on certain Built-in Doc Fields or Custom Doc Fields.

Customizing Options

In addition to the values mentioned above, reports will show the results for the documents by:

Year Only
Year and Quarter
Year and Months
Doc Count
Pages
Gigabytes

Export Reports

The results of the current report can be exported to an Excel spreadsheet using Export to Excel. The export is limited to 100 entries. For reports larger than 100 rows, contact Lexbe Technical Services.