Reveal Help Center

Reports

The Reports page of the Flyout Menu presents a variety of canned reports to assist Project Managers in tracking the progress of a project and a review.

  • Custodian Assignment Status - Illustrates review assignment progress by Custodian by Tag Profile and overall. Results may be exported using the control that appears under the pointer in the upper right corner of the screen.

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  • Custodian Report – Sets out a cross reference between Custodians and associated document counts by date in three exportable panels. The date value used in reporting is selected in the Date Field window in the upper left of the screen; the default is Last Modified Date.

    • Custodian -- The main panel is a bar graph of file counts by Custodian, initially displaying the total of all documents for each. There is an Export control in the upper right corner and a Multi-Select control, which when selected (displays as blue) allows multiple Custodian graph bars to be chosen for totaling in the Breakdown panel. When there is a current selection a Clear Master Filter control will also be displayed.

    • Breakdown -- A small exportable table of File Type totals for all or selected Custodians.

    • Date Range -- The bottom panel is an interactive date chart with an Export control and another to Select Date Time Period; if selected, the latter allows the time graph to be clicked and dragged in on both sides to set a more exact date range and updating the Custodian and Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.

  • Entity Summary – Exportable tables report the number of total, reviewed and unreviewed documents by selected tag profile and Entity category.

  • File Type Report – Gives a breakdown of file types by Custodian as selected from a list of all Custodians in the project. Selecting specific custodians dynamically updates an interactive pie chart and tables to display the file types by the selected custodian.

    • File Type -- The main panel is a pie chart of file type percentages for all selected Custodians (the default is all Custodians). There is an Export control in the upper right corner and a Multi-Select control, which when selected (displays as blue) allows multiple File Type pie slices to be chosen for totalling in the Breakdown and Totals panels below. When there is a current selection a Clear Master Filter control will also be displayed.

    • Breakdown -- A small exportable table of File Extension totals for the selected Custodians.

    • Totals -- An exportable table of all selected Custodians with the count of each large file type for each Custodian and a total of each file type for the group.

  • Folder Assignment Status – Lists Assignment Folders with a breakdown of the number of documents reviewed by tag profile. The bottom Assignment Progress panel updates the breakdown table and report for each Tag Profile selected.

  • Load File Report – This report provides summary information for each document load: Number of documents, Date Loaded, Batch ID, Custodians, and the document ID Range and Index Status are displayed for each import job.

  • No Docs Report – A report by selectable Date Field and Year of whether documents are present for any Custodian; the default Date Field is Last Modified Date. An exportable Year Present table reports either the year selected or "x" for no documents, and the exportable Month - Documents Present table checks the months of the selected year from which documents are present for that custodian.

  • Tagging Breakdown – This report provides a selectable overview of all of tags by Tag Set and Reviewer.

    • The Tag Overview pie chart updates dynamically as Reviewers and Tag Sets are selected, along with the Tagged vs Total bar chart and Tag Breakdown panes to the right. The Tag Overview pie chart, which is exportable, has a Multi-Select control so that multiple tag slices can be selected to populate the Tagged vs Total and Tag Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.

    • Tagged vs Total is an exportable bar chart showing the number of documents having the selected tag or tags compared with the total number of documents under the selected tag set(s).

    • Tag Breakdown is an exportable table with the selected Tag Names and Sets selected and the document Count for each.

  • Tagging Comparison – This bar chart provides a visual overview of the tags by Reviewer by Tag Set. Reviewers selections may be quickly compared using the color-keyed bar chart; gliding the pointer over a Reviewer's bar provides detail numbers for each tag.

  • Tagging Efficiency – This report provides a breakdown of the efficiency of the document reviewers.  It shows the total number of tags set by the Reviewer, then breaks this out against Active Minutes in Reveal to report Average Tags per Hour and Average Tags per Day.

  • Timeline Report – This report compiles a color-coded bar chart of Files Over Time, based on the selectable parameters of Date Field, File Types and Custodians; the Date Field is a single selection (the default is Last_Modified_Date), while the other two are multi-select.

    • A pointer over any color-coded bar in the Files Over Time panel displays counts for each selected document type within the timeline period.

    • The bottom panel is an interactive date chart with an Export control and another to Select Date Time Period; if selected, the latter allows the time graph to be clicked and dragged in on both sides to set a more exact date range and updating the Custodian and Breakdown panels. When there is a current selection a Clear Master Filter control will also be displayed.