Case Assessment

Location: Analysis->Case Assessment

General

LEP provides users with the ability to create advanced visual reports during the review process and to more effectively manage eDiscovery progress and workflows. Case assessment tools simplify the investigation of relevant documents by creating reports that will automatically extract, organize and summarize the specific data selected with respect to the documents uploaded to the current case.  Users can create customized reports that show only specified document or data criteria.  

Instructional Video:

For video instruction on running reports in LEP, follow this link.

Built-in Reports



List of Upload Reports

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

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

Upload: Doc Count by Doc Source
Upload: Page Count by Doc Source
Upload: 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.

Upload: Doc Count by File Extension
Upload: 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.

List of Processing Reports

Processing: Doc Count Unsupported by Extension
Processing: 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.  

Processing: Doc Count Failed To Convert by Extension
Processing: 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.

List of Review Reports

Review: Status Docs
Review: 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.

Review: 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.

Review: Doc Count by Doc Type
Review: 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.