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.
Print	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
Print	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:

Process summary report showing data sources, indexing, and export rejected items options.

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	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	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.

XML-DOJ Format

Steps to Export Annual Report to XML-DOJ Format