Creating commonly-used dashboards

This topic walks through the fields to group by and pivot on to create some commonly used dashboards in your case life cycle. With these workflows, you and your case team will be better equipped to explore and prioritize your review, identify patterns and trends across custodians, and develop better review strategies with real-time insight with these dashboards.

Use the examples described below to generate ideas for dashboards you may want to create in your cases.

Data Load QC

To create the Data Load QC dashboard, group by and pivot on the following fields:

Group by Custodian
Group by Custodian and pivot on Sort Date (Year)

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Database Stats

To create the Database Stats dashboard, group by and pivot on the following fields:

Group by Native Type
Group by Extension
Group by Sort Date
Group by Key Term STR

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Document Characteristics

To create the Document Characteristics dashboard, group by and pivot on the following fields:

Group by Has Hidden Data
Group by Unprocessable
Group by Track Changes
Group by Password Protected
Group by File Type - Note that this field collapsed in the dashboard example below.

Note: You can collapse your widgets (Count of File Type highlighted below). If you save your dashboard with a widget collapsed, it will remain collapsed.

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Review Prioritization

To create the Review Prioritization dashboard, group by and pivot on the following fields:

Cluster Visualization Widget
Group by Key Term STR
Group by Custodian

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Review Progress/QC

To create the Review Progress/QC dashboard, group by and pivot on the following fields:

Group by Responsive Designation
Group by Privilege
Group by Issues
Group by Key Term STR
Group by Custodian
Group by File Extension

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Privilege Review/QC

To create the Privilege Review/QC dashboard, group by and pivot on the following fields:

Group by Privilege
Group by Privilege Designation
Group by Privilege Terms STR
Group by Custodian

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Reviewer Stats

To create the Reviewer Stats dashboard, group by and pivot on the following fields:

Group by Reviewed By
Group by Reviewed By and Pivot on Reviewed On
Group by File Extension

Note: This was created using the Track Document Field Edits by Reviewer application, found in the Relativity Community. It was set up to track the first edit on the Responsive Designation field. If you aren't setting up this application in your template, you'll need to create this dashboard in your workspace, once you’ve installed the application and created the fields.

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Search Term Review

To create the Search Term Review dashboard, group by and pivot on the following fields:

Group by Responsive Designation
Group by Key Term STR
Group by Issue Coding STR
Group by Issues
Group by Privilege
Group by Privilege Terms STR

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Pre-Production QC

To create the Pre-Production QC dashboard, group by and pivot on the following fields:

Group by Custodian
Group by Responsive Designation
Group by Privilege
Group by Key Term STR
Group by Has Images
Group by Issues

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Post-Production Review

To create the Post-Production Review dashboard, group by and pivot on the following fields:

Group by Custodian and pivot on Production::Production Name
Group by Production Type
Group by Production::Production Name

Note: Currently the production fields are not enabled for group by/pivot on and the application is locked. In future releases we plan to have the fields enabled for grouping and pivot in the production application.

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Email Threading

To create the Email Threading dashboard, group by and pivot on the following fields:

Group by Inclusive Email
Group by Inclusive Reason
Group by Custodian
Group by Date Sent (year)

Note: We recommend using your Email Threading view with this dashboard.

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Language Identification

To create the Language Identification dashboard, group by and pivot on the following fields:

Group by Primary Language
Group by Docs_Languages::Language
Group by Custodian

Note: We recommend using your Language Identification view with this dashboard.

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Special considerations

Create a default Document List dashboard (lowest order number) with only the item/document list, no additional widgets.
You can only have one Cluster Visualization widget on a dashboard.
You can create dashboards on other objects.
Dashboards can be created in your template, so they carry over to your new workspaces. However, some dashboards, such as those with search term report widgets or cluster visualization, will need to be created in the individual workspace once you’ve created your clusters and/or STRs.