

Note: You must have valid Relativity Community credentials in order to download any Community file linked to the documentation site. You'll need to enter those credentials on the Community login screen if you're not already logged in. If you're already logged in to the Community at the time you click a link, the file is automatically downloaded in the bottom left corner of your screen. If you get an error message stating "URL No Longer Exists" after clicking a Community link, it may be due to a single sign-on error related to the SAML Assertion Validator, and you should contact your IT department.
The Case Metrics application is a bundle of three reports and a dashboard:
You can group these reports by users, groups, or workspaces at the instance level or you can group by matters and clients at the workspace level.
As a Client Domain Admin, when you load the Reviewer Metrics tab, you will only see data specific to the Client Domain to which you belong. The Reviewer Metrics tab is only available at the Workspace level and is the only component of Case Metrics that specifically accounts for Client Domains.
Keep in mind the following when working with Case Metrics:
You can install Case Metrics on both the instance level and workspace level. As of Case Metrics 2021.1.16, to report on a workspace, Case Metrics must be installed in that workspace.
To download the application:
Log in to the Relativity Community and click on the Relativity Applications folder.
Locate the newest Case Metrics .rap file that is compatible with your version of Relativity and select it.
Note: The solutions in the Relativity Applications folder are sorted from most recently modified to oldest. As a result, solutions at the top of the page are normally the newest versions of the respective solutions. If you see more than one version of the solution, select the .rap file with the higher version number to ensure you're deploying the most up-to-date solution.
Click Download.
To install Case Metrics at the instance level:
When installing Case Metrics, you must add the Scheduler Dispatcher Agent to an agent server to be able to use Scheduling of reports.
To configure instance security for Case Metrics, you need to
Ensure that users whom you want to use Case Metrics at the instance level are members of every group and workspace that you want them to be able to view data from.
To configure instance permissions for Case Metrics:
Object Security | Tab Visibility | Admin Operations |
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Note: The Schedule (Add) permission as an object permission needs to be enabled for non-system admins to create scheduled reports.
As long as these permissions are set, non-system admins can have access to Case Metrics, but they can only report on workspaces and groups they have access to.
To install Case Metrics at the workspace level:
Note: You must have valid Relativity Community credentials in order to download any Community file linked to the documentation site. You'll need to enter those credentials on the Community login screen if you're not already logged in. If you're already logged in to the Community at the time you click a link, the file is automatically downloaded in the bottom left corner of your screen. If you get an error message stating "URL No Longer Exists" after clicking a Community link, it may be due to a single sign-on error related to the SAML Assertion Validator, and you should contact your IT department.
To configure workspace level security, you need to
To configure workspace security permissions for Case Metrics:
Object Security | Tab Visibility | Admin Operations |
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Object Security | Tab Visibility | Other Settings |
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Note: You must configure the workspace security permission in each workspace that you would like to use Case Metrics.
Once you install Case Metrics, the application creates the Reports and Scheduler tabs at the instance level. Additionally, while Case Metrics does create a Case Metrics tab at the instance level, this tab needs to be added to the Sidebar to be visible and accessible to users. Finally, Case Metrics creates the Reports and Reviewer Metrics tabs at the workspace level upon installation.
When you click on the Case Metrics tab, Case Metrics loads and you have the option of running three reports: Reviewer Choices, Reviewer Statistics, and Reviewer Overturn.
To run each report, select a filter source, fill out the required fields, and then click Generate Report. There are five filter sources to choose from: client, matter, workspace, group, or user. You can filter on multiple clients, matters, workspaces, groups, or users.
By default, Service Accounts and System Admins are excluded from Case Metrics reporting. You can include them by selecting the Include Service Accounts and/or the Include System Admins checkbox(es).
The results for each report include tabs to display the Average by Reviewer and Average by filter source. You can compare individual reviewers against averages and standard deviations within a data set. With the Reviewer Choices and Reviewer Overturns report, the Average and Standard Deviation is based on the chosen field.
You can export spreadsheet or PDF versions of all the reports. When you select more than one workspace, the report includes an Averages table with aggregated values across the applicable workspaces, per reviewer. Upon export, you have the option to select a single tab of results. When multiple tabs are selected and exported to Excel, they become their own sheets.
You can also email report results by selecting the Email Report button next to the Export button.
Note: To access report results, users must have access to the Case Metrics tab and to the workspace associated with the report.
You can filter on a specific saved search within a workspace. If you want to filter on a saved search that spans multiple workspaces, make sure the saved search is consistently named across all workspaces.
When choosing to filter on a saved search, the results will only display filter sources in which the saved search appears.
Note: You need to type two characters to pull back search results. It will only pull back the first 15 results. To narrow the search, type more characters.
You can save filter sources as public or private profiles at the workspace or instance level.
To save filter sources as a profile:
To access a saved profile:
To edit a profile:
To delete a profile, hover over the profile you want to delete and click the delete icon ( ).
Note: Coding documents multiple times may result in a total number returned in the report that is higher than the actual documents.
The Reviewer Choices Report shows coding decisions by reviewer for the following field types in your workspaces: Single Choice, Multiple Choice, and Yes/No. If you run the report on a single workspace, the report displays a bar chart as shown below.
Note: If you run the report on multiple workspaces and select a Choice field that does not exist in all workspaces, no data will appear for those workspaces which don't have the Choice field selected.
Once you choose a filter source, fill out the following report filters:
Note: Selecting This Week will include Monday of the current week to the current day. Selecting Last Week will include Monday of the previous week to Sunday.
Note: The Reviewer Choices report does not include documents coded via Propagation or Mass Edits.
Note: We do not recommend running Reviewer Statistics report if you have a large number of audit records in a workspace. Doing so may result in an error or the report will not show any results.
The Reviewer Statistics Report shows the efficiency of reviewers and how many documents were reviewed over a specified date range. This report records Document Edits/Views regardless of field and is not based on user login or user logout.
Note: The Reviewer Statistics script is now compatible with audits stored in Data Grid. If your workspace is Data Grid-enabled, Reviewer Statistics pulls data from Audit.
To generate the Reviewer Statistics report,
Note: Selecting This Week will include Monday of the current week to the current day. Selecting Last Week will include Monday of the previous week to Sunday.
The Reviewer Statistics report is comprised of three tabs:
The Reviewer Statistics report contains the following columns on all three tabs:
Note: Mass edits and propagations are separate operations from edits and do not equal total edits.
The Reviewer Overturn Report shows documents overturned and the reviewers who made those changes. An overturn occurs when a reviewer overrides the previous coding decision on a document. The Reviewer Overturn Report reports on the following field types:
Note: The Overturn Report does not capture mass editing or propagation.
Once you choose a filter source, fill out the following report filters:
Note: Selecting This Week will include Monday of the current week to the current day. Selecting Last Week will include Monday of the previous week to Sunday.
The Reviewer Overturn Report contains the following columns:
Note: The Reviewer Metrics dashboard works with Relativity Data Grid and SQL server databases.
The Reviewer Metrics dashboard consists of 4 interactive and customizable, reviewer performance widgets:
When you hover your mouse over a slice on a widget, that slice's information appears.
The Reviewer Metrics tab contains 5 views, which specify what time period the widgets pull their data from. Views include:
Note: Custom views and pivots are currently not supported by Reviewer Metrics.
With the Case Metrics Scheduler, you have the ability to run reports at scheduled intervals and send those reports to a list of recipients.
You can use the Case Metrics Scheduler to run reports at scheduled intervals and send those reports to a list of recipients.
To create or edit a scheduled report:
The Schedule Information section has the following fields:
Depending on which report(s) you select, you will have to complete the fields that appear for each report type. For more information see the following reports:
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