Use Case Management Reports

About Case Reports

The Case Management workspace, in the Administration module, includes reports to assist you in the evaluation of case details. You can select a case and navigate to the Reports tab to view reports for the case.

When editing a case, the available reports include the following:

  • Gaps report
  • Volume Path report
  • Duplications report
  • Broken File Links report

 

Note: Additional reports are also available on the Reports tab in the Administration module.

 

 

Case Management Reports

Report

Description

Gaps Report

This report identifies missing pages, that is, breaks in the numbering sequence of image keys (defined in the BEGDOC field) for a particular case. For example, if ECL000009 is a single-page document and the next document in the case is ECL000012, a gap exists. This gap would be part of a report similar to the one shown here.

Optionally, the Gaps Report can include a list of the major image key groupings (document ranges, as indicated by image key prefixes). For example, this report shows that image keys beginning with both “ECL” and “XYZ” exist in the selected case.

Volume Path Report

This report lists volumes defined for the case, including the volume names and respective paths.

Duplicates Report

Similar to the Tally function in Review, this report identifies the number of occurrences of the values in a selected field. The Duplicates Report lists only field values that occur more than once, however.

This report is usually run against a field that is expected to have unique values, thus the report identifies exceptions.

Fields that will be available for this report include:

  • Any field defined with the Sort Key or Category flag

  • Any NUMERIC field

  • Any of the following fields:

    • BEGATTACH

    • BEGDOC

    • DOCKEY

    • _DOCID

    This report includes each value that exists and the number of duplicate entries.

    For example, the report shown here was generated for the “Application Name” field and shows that “microsoft powerpoint” has three duplicate entries (four total instances).

 

 

Broken File Links Report

This report lists all image and native files that do not exist at the location indicated in the case.

Generate Case Management Reports

Review About Case Reports, then produce a report as follows:

  1. On the Dashboard, click the Administration module.

  2. Click the Case Management drop down and then click Case Management.

    The Case Management area displays.

  3. Select a Client and Case.

  4. Click the Reports tab.

  5. Maximum Report Lines: If the report might include a significant number of results (such as greater than 1,000), select the maximum number of results to be included. Limiting the number of lines will allow the report to generate more quickly and may still provide the details needed.

  6. Create the needed report:

    • Gaps Report: If desired, select the Include Ranges option, then click the Gaps Report button.

    • Volume Path Report: Click the corresponding button.

    • Duplicates Report: Select a field of interest, then click the Duplicates Report button.

    • Broken File Links: Click the corresponding button.

  7. Evaluate the report data in the Reports tab. Go to step 8 or 9 to save or print the report.

  8. To save the report to a plain text file, click on the right side of the Reports tab and complete the Save As dialog box.

  9. To print the report to a plain text file. click on the right side of the Reports tab and complete the Print dialog box.

 

Related Topics

Overview: Edit Cases