Summary reports
Summary reports provide aggregate tallies of field values. Field types available for reporting are limited to the following:
- Multiple-choice list
- Single-choice list
- User
- Yes/No
The reports are based on an optional grouping criterion (the vertical axis) and the fields to be tallied (the horizontal axis).
For example, you can create a summary report with the grouping criterion custodian, where the field to be tallied is responsiveness. The report shows the number of documents that have been tagged with each responsiveness value per custodian.
Read a summary reports scenario
Using summary reports
Imagine you're a system admin, and the review manager for your firm requests metrics on the job performances of reviewers. You want to be able to track the effectiveness of each reviewer by retrieving information about how many documents he or she reviews per day along with how many they code as responsive, not responsive, or unsure.
You create a summary report that lists the number of documents reviewed by the reviewers and export the report to excel to pass on to the manager.
Creating and editing a summary report
To create a summary report, follow these steps:
- Click the Summary Reports tab.
- Click New Summary Report, or if you're editing an existing summary report, click Edit.
- Complete the fields on the form. See Fields.
- Click Save.
Fields