Audit Overview Workspace

When you open an Audit , the Audit Overview workspace appears. It consists of three views: Locations, Filter (hidden by default), and Document. The Audit Overview workspace is where you will do your work.

When you are managing hundreds of audits and need to share them with your team or provide a report of ongoing searches to your boss, you can quickly export a list of audits to a Microsoft Excel spreadsheet in .csv format. This kind of list is very useful for managing the progress of searches.

  • Open the Audit Management Overview. If you are in an audit, select Audit Management from the Audit Overview toolbar.

  • Click the CSV icon.

  • Choose to open or save the .csv file. Double-click the downloaded file to view its contents.

Properties

Parameter

Description

Audit Overview toolbar

A toolbar for quick access to tools for creating new audits, saving, editing, and exporting audits, and displaying the Audit Management dashboard—see Audit Overview Toolbar.

Search tab

Lets you create new Search tabs, clone a Search tab, and close (delete) ones you no longer need—see Search Tab Menu.

Location view

Displays the data locations for which you can view the (archived) data—see Location View.

Filter view

Lets you narrow the data shown in the Document view based on a wide variety of parameters—see Filter View.

Document view

Displays all archived messages—see Document View.

Preview pane

Displays previews of selected documents or messages—see Previewing Documents.

Tags

Available tags for flagging documents—see Tagging and Commenting Documents.