Generate and Export a History Report

You can generate a history report to evaluate actions, and filter by specific document range, dates, users, and/or actions if needed. Review maintains a record of the following actions taken by users:

  • Changes to case data (in Record View)

  • Addition and removal of document and page tags

  • Addition, removal, and changes to redactions and other annotations

  • Creation of new images using the Quick View tab’s Tiff-on-the-Fly feature

The following figure shows a typical History Report, sorted by date. This report can also be exported to a standard .CSV file.

 

Generate a History Report

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. Click the Review button in the top-left corner of the Review work area. On the Review menu, click Reports. On the sub-menu, click the History Report option.

  4. Select the data to be included in the report, on the report criteria dialog, as described in the following steps.

    1. Date range: By default, the report includes details from the beginning of the current month to the current day. To choose another time frame:

      • Clear this option to generate a report for the entire time frame during which the case has been reviewed.

      • Select this option to restrict the report to a specific time frame; enter needed start and end dates using the date format shown in the Start and End Date fields.

    2. Document range: By default, the report includes history for all documents. If needed, select Filter by BEGDOC Range and enter different starting and/or ending image keys.

    3. Users: By default, the report includes actions taken by all users. If needed, select Filter by User ID and select a specific user.

    4. Saved Searches: By default, the report includes history for all searches. If needed, select Filter by Saved Searches and select specific searches saved in Review.

    5. Activity details: By default, the report includes history for all user actions (as listed). If needed, select Filter by History Type and then select the actions to be included in the report:

      • Database Fields: Include data changes made in Record View.

      • Document Tags: Include details on document tags that have been added or removed.

      • Page Tags: Include details on page tags that have been added or removed.

      • Redactions: Include details on redactions that have been added, removed, or changed (such as redaction type).

      • Annotations: Include details on highlights, mark-ups, embedded text, and sticky notes that have been added, removed, or changed.

      • Image Creation: Include details on images that have been created with the Image tab’s Tiff-on-the-Fly function.

    6. Specific Tags: By default, the report includes history of all tags used. If needed, select Filter by Tags and select the tags to be included in the report.

    7. Report Size: To limit the report size, select Limit Number of Report Lines and enter the maximum number of lines to be allowed. A limited report will include details from the starting date to the maximum number of lines specified.

  5. When all selections are completed, click Start and wait as the report is generated. The report displays in a separate window.

  6. View and navigate through the report. Tips:

    • Maximize the window as needed.

    • Use scroll bars to view all report details.

    • Sort a column by clicking the column heading.

    • Change column width by dragging the column heading separators.

    • If a cell’s content is truncated, point to the cell to view a tooltip containing the complete content.

  7. If needed, copy data from the report and paste it into an appropriate file. Tips:

    • To select an individual row, click the leftmost cell of the row.

    • To select a set of rows, click the leftmost cells using Shift+click or CTRL+click for a contiguous or non-contiguous set of rows, respectively.

    • To select all rows on a page, click the top-left column heading.

    • To select individual cells, click a cell then Shift+click or CTRL+click others for a contiguous or non-contiguous set of cells.

    • When needed data has been selected, press CTRL+C to copy it.

    • Open an appropriate file (such as a spreadsheet) and press CTRL+V to paste the data.

  8. When finished, click Close.

Export a History Report

To export a History Report to a comma-delimited (.CSV) file or paste it in a spreadsheet file:

  1. Complete Generate a History Report.

  2. Click the Export to CSV button.

  3. Complete the Save As dialog box and click Save.

  4. Close the report.

  5. Open the file using an appropriate program (such as a spreadsheet program).

 

Related Topics

Overview: Reports