Select Processing Report Options

Select from the following Processing Report options for one or more selected Processing Jobs. (For information on how to reach this screen, see the Running the Reports section below.)

Summary Reports

Comprehensive: Combination Report consisting of summaries of discovery, filtering, de-duplication, and processing. If job has metadata fieldnames exceeding 50 characters, the report will show this above the Totals line.
Keyword Hits: Summary of keyword hits by phrase and document counts resulting from Flex Processor rules. It shows search terms encountered by number of documents containing search hits, documents containing unique hits only, and documents containing unique hits (family). Shows a percentage of document population containing search hits. A separate breakdown of search terms is listed below the reports with totals for: Documents, Total Hits, Unique Documents, and Unique Documents (Family).
Processed Items: Summary of items processed by type and category. If job has metadata fieldnames exceeding 50 characters, the report will show this above the Totals line.
Processing Errors: Summary of errors encountered during processing.
Flex Processor Results: Summary of items not processed due to rules settings. Returns Total Rule Hit, Effective Rule, and Action Summary. The Total Rule Hit summary gives a total count per rule of documents that fit the criteria of the rule. This is regardless of what was actually processed; if a document fit the criteria of more than one rule, it will be included in the count for that rule. Effective Rule summary differs. A single document can only have one Effective Rule (the last rule encountered for which a document fits the criteria). Though the single document may fit the criteria of multiple rules, the last rule it hits on will be its Effective Rule. Action Summary shows action selection totals.
De-duplication: Summary of items not processed due to de-duplication settings.

Detailed Reports

Processed Items: List of all items processed by discovery path. If job has metadata fieldnames exceeding 50 characters, the report will show this above the Totals line.
Processing Errors: List of errors encountered during processing.
Flex Processor Results: List of items not processed due to the rules settings. Columns include Rule (Order), Criteria, Search String, Action, Item ID, File Path, File Name, Extension, and File Size.
De-duplication: List of duplicate items and what they were duplicates of. Displays de-duplication settings, Case (Project)/Custodian descriptions, and MD5Hash duplicates.
Office Linked Content: List of hyperlinks and OLE links found in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents.

Other Reports

Page Threshold: List of processed items that exceeded the page threshold.
Zero-Byte files: List of zero-length files encountered while processing.
Metadata Report: List of all processed items and selected metadata values.
OCR Status: List of image files sent through the OCR engine and the OCR results.

Running the Reports

If running the report from the context menu, see Run Reports using the Context Menu.

If running the report from the Reports Module, follow the instructions below:

From the eCapture Controller, choose View > Reporting from the menu bar to open the Reports Module. The Reports Module opens as a separate application.
Select the needed options for the report you intend to run.

(Optional) Select the option Include Page Counts if you want the Report to display a Page Count column and a Page Count Errors column.

Note: This option may not be available for some Reports. When available, this option appears next to the Run Report button at the bottom of the dialog box.

Click Run Report. A separate window opens and displays the results for each selected report type.
(Optional) Click Save Report. The Report Output File dialog box opens. Navigate to a directory and assign a filename. The Report is saved as a .CSV (Comma Separated Value) file format.