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  Doc Count 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 Professional 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 Types For Automated PDF and TIFF creation 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 Professional Services. |
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