

Note: This topic contains several references to progressive filtration. For context, consider the following explanation: A count based on absolute filtration counts the total number of files each filter eliminates as if it were the only filter applied to the entire data set. A count based on progressive filtration counts the total number of files each filter actually eliminates by accounting for all previously applied filters. For example, a file type filter eliminates 3000 PDF files from a data set, but a previously applied date range filter also eliminated 5000 PDF files. A count based on absolute filtration would report the file type filter as eliminating 8000 PDF files because the count is based on the total number of files each filter eliminates as if it were the only filter applied to the entire data set. However, a count based on progressive filtration counts the total number of files each filter actually eliminates by accounting for all previously applied filters. In the previous example, a progressive filtration count only reports 3000 PDF files eliminated by the file type filter, because the other 5000 PDF documents were progressively eliminated by the date range filter.
Imagine you're a litigation support specialist, and someone in your firm needs to see a hard copy of a report that shows them how many files have been discovered in their processing workspace per custodian. They need this report quickly because they're afraid that certain custodians were accidentally associated with the wrong data sources and processing sets.
To produce this, go to the Reports tab under Processing and run the Discovered Files by Custodian report for the processing set(s) that your firm suspects are wrong.
Note: If you export a report that contains Unicode characters as a PDF, and the web server you’re logged in to does not have the font Arial Unicode MS Regular installed (regardless of whether the server the workspace resides on has this font installed), you see blocks in the generated PDF file. To resolve this issue, you can purchase and install the font separately, or you can install Microsoft Office to the web server, which installs the font automatically.
You can generate a new report at any time by clicking New Report at top right of the collapsed report generation window.
Note: If you choose to print a processing report through your browser, that report won't be displayed correctly, in that it will be incomplete. Therefore, it's recommended that you always use Relativity's print button to print reports and not print through the browser.
This report provides information on how data was migrated into Relativity, including details about excluded files and a summary of the number of starting files, published documents, and documents included in the workspace for each custodian associated with the selected processing sets. You can run this report on published processing sets.
This table lists all files excluded during data migration by custodian and provides the following information:
This table provides a summary of the files excluded during data migration by custodian and contains the following information:
Note: Differences between Published Documents and Documents in Workspace counts could indicate that documents were deleted after publishing.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides a summary of documents deleted and resulting replacements during deduplication recalculation during the Post-Publish Delete process. You can run this report on processing sets.
This table lists all files deleted during the discovery process by control number and provides the following information:
This table lists all files deleted during discovery by control number and provides the following information:
This report provides information on the file types discovered during processing for the custodians associated with the selected processing sets. This report identifies the total processable and unprocessable file types discovered and categorizes the totals by custodian. You can run this report on discovered or published processing sets.
This table provides a summary of all files discovered per custodian and contains the following information:
This table provides a summary of the processable discovered files per file extension and contains the following information:
This table provides a summary of the processable discovered file counts per file extension by custodian and contains the following information:
This table provides a summary of the discovered file counts per file extension and contains the following information:
This table provides a summary of the processable discovered file counts per file extension by custodian and contains the following information:
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides information on the file types discovered during processing for the custodians associated with the selected processing sets. This report identifies the total processable and unprocessable file types discovered and categorizes the totals by file type. You can run this report on discovered or published processing sets. See Supported file types for processing for a list of file types and extensions supported by Relativity for processing.
This table provides a summary of all files discovered per custodian and contains the following information:
This table provides a summary of the files discovered per file extension and contains the following information:
This table provides a summary of the discovered file counts per file type and contains the following information:
This table provides a summary of the files discovered per file extension and contains the following information:
This table provides a summary of unprocessable discovered file counts per file type and contains the following information:
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides details on the document level errors encountered during processing, broken down by those that occurred during the discovery process and those that occurred during the publishing process. You can run this report on discovered or published processing sets.
This table lists all document level errors that occurred during discovery and contains the following information:
This table lists all document level errors that occurred during publish and contains the following information:
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides information on file sizes for pre-processed, processed, and published data sets. Run this report after publishing a processing set.
This table lists the pre-processed file size for all loose and compressed file sizes in the source location.
This table lists the processed file size once Discovery is complete.
It includes:
It excludes:
This table lists the published file size for review.
It includes:
It excludes:
This report provides detailed information on date range included, file size limitations, and deNIST settings. The report lists the number of files excluded by each filter applied. All excluded file counts reflect progressive filtration. See Reports for more information. You can run this report on inventoried processing sets.
This table provides a summary of the filter settings specified in the Inventory tab and contains the following information:
This table lists all file types filtered out of the document list and the number of files per type that were excluded.
This table lists all file locations filtered out of the document list and the number of files per location that were excluded.
This table lists all sender domains filtered out of the document list and the number of files per domain that were excluded.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides detailed information on date range included, file size selection, and deNIST settings. The report lists the files and counts for each filter applied and also breaks down these counts by custodian. All excluded file counts reflect progressive filtration. You can run this report on inventoried processing sets.
This table provides a summary of the filter settings specified in the Inventory tab and contains the following information:
This report contains the same tables as the Inventory Details Report, but it also includes the following:
This table lists the file types filtered out of the document list per custodian and the number of files per type that were excluded.
This table lists all file locations filtered out of the document list per custodian and the number of files per location that were excluded.
This table lists all sender domains filtered out of the document list per custodian and the number of files per domain that were excluded.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides detailed information on date range excluded, file size limitations, and deNIST inventory settings. This report also provides counts of files excluded by applied filters and categorizes the results by file type, sender domain, and file location. All excluded file counts are absolute. See Reports for more information. You can run this report on inventoried processing sets.
This table provides a summary of the filter settings specified in the Inventory tab and contains the following information:
This table lists all file types that were filtered out and the number of files per type that were excluded.
This table lists all file locations that were filtered out and the number of files per location that were excluded.
This table lists all sender domains that were filtered out and the number of files per domain that were excluded.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
Provides detailed information on date range excluded, file size limitations, and deNIST inventory settings. This report also provides counts of files excluded by applied filters and categorizes the results by file type, sender domain, file location, and custodian. All excluded file counts are absolute. You can run this report on inventoried processing sets.
This report contains the same tables as the Inventory Exclusion Results report, but it also includes the following:
This table lists the file types filtered out of the document list per custodian and the number of files per type that were excluded.
This table lists all file locations filtered out of the document list per custodian and the number of files per location that were excluded.
This table lists all sender domains filtered out of the document list per custodian and the number of files per domain that were excluded.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides filtering summaries for each filter type including applied order, file count excluded, percentage of files excluded, total documents remaining, and total percentage of files remaining. All excluded file counts reflect progressive filtration. See Reports for more information.
Final inventory results include file count after filtering, file size after filtering, total number of excluded files, and total percentage of files excluded. You can run this report on inventoried processing sets. Note that, because inventory affects only parent files, this report accounts for parent files only and therefore not necessarily all files in a processing set.
This table provides a general summary of the inventoried processing set before filtration and contains the following information:
This table provides a general summary of all filters applied to the inventoried processing set and contains the following information:
This table provides summary totals on inventory filtration and contains the following information:
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides details on the job level errors encountered during processing. You can run this report on discovered or published processing sets.
This table provides a summary of all errors encountered during processing and contains the following information:
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
This report provides information, broken down by custodian and file type, on the number and percentage of published files that contain and don’t contain extracted text and the total number of files published into Relativity. This also provides details on error messages encountered during processing. You can run this report on published processing sets. This report includes both OCR and extracted text.
Note: The Text Extraction report reads information from Data Grid if the Extracted Text field is enabled for Data Grid.
This table provides a summary of text extraction by custodian and contains the following information:
This table provides a summary of text extraction by file type and contains the following information:
This table provides a summary of the number of files that received each error and contains the following information:
Note: The File Count value will never decrease, even if you resolve errors and retry documents. This is because Relativity gets this value directly from the Errors table in the database, which doesn't communicate error status, only that errors that are present. In other words, even an error that is resolved is still present in the Errors table in the database and therefore will display as being present in the Text Extraction report.
Note: If you publish processing sets without mapping the File Extension processing field, the Text Extraction report won't accurately report document counts by file type.
This section lists all processing sets included in this report. Each processing set listed is accompanied by the following information:
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