Project Dashboard

The Project Dashboard populates once PI Detection begins during Data Analysis and provides immediate access to key information. You can use Project Dashboard to derive insights across your Data Breach Response project. The Project Dashboard is only available to project leads.

Project Dashboard is available to project leads and provides a centralized view of project status, key metrics, and overall progress in the breach response workflow. You can use Project Dashboard to derive insights across your Data Breach Response project.

Job Progress

The leaderboard displays the following information:

• Total Docs - number of all documents in Data Breach Response
  • Documents with PI
  • Documents without PI
• Total Entities - number of identified entities
• Document Flags - number of documents that encountered an issue during Data Analysis or require additional review
  You can review details of all flagged documents in the Document panel on the bottom of the dashboard. See Document Flags for descriptions of each flag and suggested next steps.

PI Types

The PI Types chart shows the total identified PI across the document set categorized by PI type. You can use your mouse wheel to zoom in and out of the view. You can also click and drag with your mouse to change the focus area. Hovering over bars presents more information for the total of a PI type. Click the minus - button to reset the view.

Click on the chart to filter the Document list by PII data.

Document Types

The Document Types chart presents file types and their share among all files in Data Breach Response.

Click on the chart to filter the Document list.

Document List

You can use the Document List section to access all documents from the project. You can sort them and filter them by key metrics:

• Flag assigned to document that require attention
• Review status
• Data Analysis Status
• PI count per document
• PI types found in each document.

You can use the Mass Operation toolbar to manage annotations for documents. You can choose to:

• Lock Annotations
• Unlock Annotations
• Remove Annotations

Download

Select the Export to File button to save an .xslx file to your downloads folder. Any filtering applied to the report in the UI will be maintained in the downloaded file.

Export to PDF

You can export the information found within the Project Dashboard to a PDF document for sharing or archiving purposes.

To export the information displayed on the Project Dashboard to PDF, select the Export option from Mass Actions menu.