Run Reports
Run a report in the OPEN DISCOVERY Reports module as follows.
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On the Reports page, click the case for which the report is needed.
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The case-selection menu (shown in the following figure) is organized by Managing Client/Client/Code Name/Case, similar to the organization on the Case Management page.
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If you select System Reports, the types of reports applicable (Billing and Media) display. See System Reports for additional information.
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After you select a case, the types of reports applicable to the case type (Review or Processing) display. If custom reports exist at your site, they are also listed.
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Click the needed report. For example, if you selected a Processing case in the previous step, click one of the following standard reports:
Tip: Review reports are listed in different sections, such as the Analytics section. Each section can be collapsed (click ) or expanded (click ) to help you find the needed report.
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A default preview report image appears for standard reports (excluding custom reports) such as a pie chart. For information on customizing this area, see Customize the Report Preview Image.
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Complete the report definition by selecting the needed options. These options vary by report type. See the specific report topic for more information.
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When the report is defined as needed, click Run Report. Wait as the report is generated; it displays in a separate window. If multiple reports are run, each opens in a separate window.
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