Generate, View, and Export a Reviewer Detail Report

The Reviewer Detail Report provides day-to-day or summary information on reviewer activities (such as adding redactions or tags) within batches. Several options exist for this report, including the date range it covers, which user (or all users) the report will cover, and which types of information will be included.

Generate a Reviewer Detail Report

1. On the Dashboard, click the Review module.

   

2. Select a Client and Case and click Open.

   

3. Click the Review button in the top-left corner of the Review work area. On the Review menu, click Reports. On the sub-menu, click the Reviewer Detail Report option.

   

   The Reports dialog box displays.

4. Complete the Reviewer Detail Report dialog box, selecting options as necessary.

   Reviewer Detail Report Options

   Filter Option	Description
   Filter by Date Range	By default, the report includes details from the beginning of the current month to the current day. To choose another time frame: Clear this option to generate a report for the entire time frame during which batches have been reviewed. Select this option to restrict the report to a specific time frame; enter needed start and end dates using the date format shown in the Start and End Date fields.
   Filter by User ID	By default, the report includes data for all users. If needed, select Filter by User ID and select a specific user to limit the report to that user.
   Details by Date or Summarize by User	Select the type of report to be generated: Detail by Date lists every review date in the time period selected and user details for each date. Summarize by User lists each user and review totals for that user for the date range selected.
   Report content options	Select the details to be included in the report: Details on data corresponding to these options are presented in View the Reviewer Detail Report.

5. When all selections are completed, click Start and wait as the report is generated.

   The following image displays an excerpt of a Reviewer Detail Report in which the Detail by Date option has been selected.

   

View the Reviewer Detail Report

Once a Reviewer Detail Report has been generated, evaluate it as explained in the following steps:

1. View and navigate through the report. Tips:

   • Use scroll bars to view all report details.

   • Sort a column by clicking the column heading.

   • Change column width by dragging the column heading separators.

   • If a cell’s content is truncated, rest the pointer on the cell to view a tooltip containing the complete content.

2. Evaluate the report data. See the table for details.

NOTE: Data presented reflect users’ work in batches during one or more user sessions per day (for Detail by Date report) or for the date range specified (for Summarize by User report).

Column	Description
Date	For Detail by Date report, each day’s date is listed. (This column does not appear for the user summary report.)
User	User(s) for which data is presented.
Docs Reviewed	Total number of documents for which Batch Review status was set to Reviewed in Review.
Placed On Hold	Total number of documents for which Batch Review status was set to On Hold in Review.
Docs Viewed	Number of distinct document views. Note: Because a document is selected by default when a batch is opened, users will have at least one view when they open a batch. Each document viewed per user session (regardless of editing actions) is one document “view.” If a document is viewed multiple times during a session, it is counted as one view. If a mass action (such as tagging search results) is performed, only documents actually viewed are counted.
Redactions Applied	Number of redactions applied. Changes to redactions that have already been applied (removing a redaction or changing the category) are not counted in this column.
Tags Applied	Number of document (not page) tags applied. Note: Applying a tag increments this count by one and removing a tag decrements this count by one. For example, if two tags are applied and two are removed, the Tags Applied value will not change. Selecting a tag or changing the selection in an exclusive tag group increments this count by one. If multiple documents or search results are tagged, all documents are counted in this column. Tagging of family documents counts as a single tag action. Applying a child tag counts as a single tag action.
Total Edits	Total number of all actions, including: All tag actions - applying, removing, and changing. All redaction actions - applying, removing, and changing. All field edits.
Total Time	Total time (hours and minutes) reviewer is logged into one or more batches.
Idle Time	Amount of time user is logged into a batch with no activity for 15 or more minutes.
Reviewed per hour	Total Docs Reviewed divided by Total Time (in hours).
Edits per hour	Total Edits (described above) divided by Total Time (in hours).

A “user session” is a time period during which the user is logged into one or more batches without logging out of Review.

3. Optional: copy some or all rows on a page and paste them into a spreadsheet, word processing, or other appropriate file. To do so, use common mouse and keyboard commands to select, copy, and paste report content:

   To...	Do This...
   Select content	Individual row: Click the row. Set of rows: Click one row, then Shift+click or CTRL+click additional rows for a contiguous or non-contiguous set. All rows (per page): Press CTRL+A.
   Copy/paste	After content is selected, press CTRL+C, then CTRL+V in an appropriate file.

4. When finished, click Close in the report, then click Cancel in the report configuration dialog box.

Export a Reviewer Detail Report

To export a Reviewer Detail Report to a .CSV file:

1. Complete Generate a Reviewer Detail Report.

2. Click Export to CSV.

3. Complete the Save As dialog box and click Save.

4. Close the report.

5. Open or import the file into an appropriate spreadsheet program.

 

Related Topics

Overview: Reports