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:
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
Click the Reports tab. The Reports screen appears. Click Request Document Processing Overview as shown below:
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:
Action | Description |
Chart View | Click the drop-down menu to select the chart type. Options include Column Chart and Line Chart. Column Chart will be selected by default. |
Click Print to send the report to your local/network printer. | |
Export | Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Email reports |
Back | Return to the previous screen |
Close | Close the report window |
Data Source Summary Report
Follow the steps below to access the Data Source Summary Report:
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
Click the Reports tab. The Reports screen appears. Click Data Source Summary as shown below:
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:
Action | Description |
Click Print to send the report to your local/network printer. | |
Export | Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Email reports. |
Back | Return to the previous screen. |
Close | Close the report window. |
Data Set Statistics Reports
Follow the steps below to access the Data Set Statistics Reports:
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
Click the Reports tab. The Reports screen appears. Click Data Set Statistics as shown below:
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:
Field | Description |
Document count | Number of documents included in the data set |
Unique document count | Number of unique (non-duplicate) documents in the data set |
Reviewed count | Number of documents in the data set that have been reviewed |
Relevant count | Number of documents in the data set that have been marked as relevant |
File size total | Total size of all files included in the data set |
Text size total | Total size of text files included in the data set |
EDR Process Summary Report
Open a Request to which documents have been added, then click Electronic Review > EDR Document Review.
Click the Reports tab. The Reports screen appears. Click EDR Process Summary Report as shown below:
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:
Click Export Rejected Items to export the rejected items. The Export Rejected Items screen displays as shown below.
Enter a Folder Name.
Select the Start Date/Time as either Start Now or Start Later.
Click Submit Job. A confirmation message displays as shown below.
Click OK.
Back in ATIPXpress, click User Menu > My Jobs to view the Exported Items job. When complete, the job displays as shown in the following example:
Use the Download link (highlighted above) to download a .zip file containing the rejected items.
EDR Audit Report
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
Click the Reports tab. The Reports screen appears. Click EDR Audit Report as shown below:
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:
Field | Description |
Time of Action | Time the action was performed |
Action Performed | EDR action that was performed |
Action By (Login) | Login name of the user who performed the action |
The actions available on the EDR Audit Report screen are described in the table below:
Action | Description |
Print all entries on the current page | |
Print All | Print all entries for this report |
Export | Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click Email to send a copy of the report via email. See Printing, Emailing, and Exporting Reports for steps to Export/Email reports |
Back | Return to the previous screen |
Close | Close the report window |
See Printing, Emailing, and Exporting Reports for steps to print, email, or export reports.
EDR Review Notes Report
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
Click the Reports tab. The Reports screen will appear. Click EDR Review Notes Report as shown below:
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:
Field | Description |
Review Status | Current document review status |
Document ID | Document ID |
Reviewed By (Login) | User who entered the review notes |
Page Count | Total count of pages in the document |
Review Notes | Text of review notes |
The actions available on the EDR Audit Report screen are described in the table below:
Action | Description |
Print all entries on the current pag | |
Print All | Print all entries for this report. |
Export | Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click Email to send a copy of the report via email. See Printing, Emailing, and Exporting Reports for steps to Export/Email reports. |
Back | Return to the previous screen |
See Printing, Emailing, and Exporting Reportsfor steps to print, email, or export reports.