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Reports

DISCO has several reports. To access, navigate to the menu MATTER > Reports.

Batch Prints

Batch print allows you the ability to generate a print-ready PDF (or PDFs) of a group of documents. Much like mass tagging, you can print documents via a search or individual selections via the check boxes in the search results. From the admin menu option “Reports”, you may review, download or delete historical batch print actions. The admin page shows you how many batch prints have been completed thus far in your matter (upper right-hand corner of the screen). For each batch print job, it displays when the batch print was completed (T minus time elapsed), and the details about the batch print: search query used, output format chosen, bates prefix selection, and redaction choice. A batch print download consists of a .zip file containing relevant files. 

 

Search Results

The search results index is an excel report that shows all metadata for each document in the search results (one row per document). The generated spreadsheet includes the following metadata: DISCO id, reference id, document type, custodian, date, create date, last modified, path, filename, author, page count, document size in bytes, deduplication hash, sender, recipient, subject, send date, Bates numbers, tags, document note content, privilege note content, and has redactions (y/n). From the admin “reports” menu, it shows you how many search results have been completed thus far in your matter (upper right-hand corner of the screen). Under the results grid, it displays when the search results download was completed (T minus time elapsed), the search query used, and the sort order chosen.

 

Privilege Logs

Documents get added to the privilege log in one of two ways: by adding a privilege tag or by adding a redaction. Just adding a privilege note does not add the document into the privilege log. Traditionally, the privilege log is put together manually --- going through each document and filling out the appropriate info. Disco does this step automatically whenever a privilege note or a redaction is added to the document. After clicking on the button “privilege logs”, the results grid displays when the privilege log download was completed (T minus time elapsed), the sort order chosen, and if the log included redacted documents. The log columns include: review ID, reference ID (custom), privilege type (privilege tag(s) applied), privilege note, has redaction (y/n), document type, custodian, primary date (send date or last modified), from, to, cc, bcc, subject. We do not include author, creation date, or any other custom field such as document note, Bates number(s), custom metadata, etc.

 

Ingest Reports (Exceptions Report)

For each ingestion run, the system generates an ingest report. Within the ingest report, the exception report (what the utility could not correctly ingest, such as unknown file types or password protected files) is also included. ALL data gets into DISCO, even if it is listed on the exception report.  From the admin “reports” menu, it shows you how many ingests have been completed thus far in your matter (upper right-hand corner of the screen). After clicking on the button “ingest reports”, the results grid displays when the ingest report download was completed (T minus time elapsed), the session type (all, meaning a report of all data ingest from beginning of time to when that report was run), and a checkbox where you may choose to view the entire ingest report or show only errors (exceptions report). When you download an ingest report, it opens in .xlsx format. The columns include: instance id, instance hash, deduplication hash, ingest time, custodian, disposition, file length, file path, container path, and issues

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