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.