Generate, Export, and Print Case Management Reports

In Review, there are several case management reports available to help you evaluate a given case.

Gaps Report
Volume Path Report
Duplicates Report
Broken File Links Report

Click here to view a table that lists all of the Case Management Reports and provides a description of each report.

Report	Description
Gaps Report	This report identifies missing pages, that is, breaks in the numbering sequence of image keys (defined in the BEGDOC field) for a particular case. For example, if ECL000009 is a single-page document and the next document in the case is ECL000012, a gap exists. This gap would be part of a report similar to the one shown here. Optionally, the Gaps Report can include a list of the major image key groupings (document ranges, as indicated by image key prefixes). For example, this report shows that image keys beginning with both “ECL” and “XYZ."
Volume Path Report	This report lists volumes defined for the case, including the volume names and respective paths.
Duplicates Report	Similar to the Tally function, this report identifies the number of occurrences of the values in a selected field. The Duplicates Report lists only field values that occur more than once, however. This report is usually run against a field that is expected to have unique values, thus the report identifies exceptions. Fields that will be available for this report include: Any field defined with the Sort Key or Category flag Any NUMERIC field Any of the following fields: BEGATTACH BEGDOC DOCKEY _DOCID The report includes each value that exists and the number of duplicate entries. For example, the report shown here was generated for the “Application Name” field and shows that “microsoft powerpoint" has three duplicate entries, while "microsoft word" has six.
Broken File Links Report	This report lists all image, native, and HTML files that do not exist at the location indicated in the case.

Create a Case Management Report

On the Dashboard, click the Review module.
Select a Client and Case and click Open.
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 More Reports option.

The Reports dialog box displays.
Maximum Report Lines: If the report might include a significant number of results (such as greater than 1,000), select the maximum number of results to be included. Limiting the number of lines will allow the report to generate more quickly and may still provide the details needed.
Create the needed report:
- Gaps Report: If desired, select the Include Ranges option, then click the Gaps Report button.
- Volume Path Report: Click the corresponding button.
- Duplicates Report: Select a field of interest, then click the Duplicates Report button.
- Broken File Links: Click the corresponding button.
Evaluate the report data in the Reports dialog box.
If needed, print and/or save the complete report (see Print or Save a Case Management Report).

TIP: Copy report contents by clicking in the report area and pressing CTRL+A, then CTRL+C. Open a suitable file and press CTRL+V to paste the report contents.

When finished, click Close Window.

Print or Save a Case Management Report

To print or save any of the case management reports :

Create the needed report as explained in Create a Case Management Report.
To print the report to a plain text file, click on the right side of the Reports dialog box and complete the Print dialog box.
To save the report to a plain text file, click on the right side of the Reports dialog box and complete the Save As dialog box.
When finished, click Close Window in the Reports dialog box.