EDR Reports

Note: Hovering your mouse over each selection on the Reports tab will show a sample of each report type. These reports are generated based on the data sources and cluster sets currently in use.

Request Document Processing Report

Follow the steps below to access the Request Document Processing Report:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Request Document Processing Overview as shown below:
   

3. After clicking Request Document Processing Overview, the EDR - Request Document Processing Overview screen displays as shown below.
   The actions available on this page are detailed in the table below:

Data Source Summary Report

Follow the steps below to access the Data Source Summary Report:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Data Source Summary as shown below:
   

3. After clicking Data Source Summary, the Data Source Summary screen displays as shown below.
   The actions available on this page are detailed in the table below:

Data Set Statistics Reports

Follow the steps below to access the Data Set Statistics Reports:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Data Set Statistics as shown below:
   

3. After clicking Data Set Statistics, the Data Set Statistics screen will display as shown below.
   The information displayed on this screen is described in the table below:

EDR Process Summary Report

1. Open a Request to which documents have been added, then click Electronic Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click EDR Process Summary Report as shown below:
   
   

3. After clicking EDR Process Summary Report, The EDR Process Summary Report screen displays as shown below.
   

Export Rejected Items

Occasionally, EDR will encounter errors when ingesting documents and will reject certain items from the ingestion process. In these cases, any rejected items from the data set are logged in an exportable format. To review any rejected items, first access the EDR Process Summary Report, and locate the Export Rejected Items button as shown below:

1. Click Export Rejected Items to export the rejected items. The Export Rejected Items screen displays as shown below.
   

2. Enter a Folder Name.

3. Select the Start Date/Time as either Start Now or Start Later.

4. Click Submit Job. A confirmation message displays as shown below.
   

5. Click OK.

6. Back in FOIAXpress, click User Menu > My Jobs to view the Exported Items job. When complete, the job displays as shown in the following example:
   

7. Use the Download link (highlighted above) to download a .zip file containing the rejected items.

EDR Audit Report

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click EDR Audit Report as shown below:
   

3. After clicking EDR Audit Report, the EDR Audit Report screen displays as shown below.
   The fields on this screen are described in the table below:

4. The actions available on the EDR Audit Report screen are described in the table below:

5. See Print/Email/Export Reports for steps to print, email, or export reports.

EDR Review Notes Report

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen will appear. Click EDR Review Notes Report as shown below:
   

3. After clicking EDR Review Notes Report, the EDR Review Notes Report screen displays as shown below.
   
   The fields on this screen are described in the table below:

4. The actions available on the EDR Audit Report screen are described in the table below:

See Print/Email/Export Reports for steps to print, email, or export reports.