EDR Reports

(!!) Note:

Hovering your mouse over each selection on the Reports tab will show a sample of each report type

These reports are generated based on the data sources and cluster sets currently in use.

Request Document Processing Report

Follow the steps below to access the Request Document Processing Report:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Request Document Processing Overview as shown below:
   
   

3. After clicking Request Document Processing Overview, the EDR - Request Document Processing Overview screen displays as shown below.
   
   
   
   The actions available on this page are detailed in the table below:

   Action	Description
   Chart View	Click the drop-down menu to select the chart type. Options include Column Chart and Line Chart. Column Chart will be selected by default.
   Print	Click Print to send the report to your local/network printer.
   Export	Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click  Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Email reports
   Back	Return to the previous screen
   Close	Close the report window

Data Source Summary Report

Follow the steps below to access the Data Source Summary Report:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Data Source Summary as shown below:
   
   

3. After clicking Data Source Summary, the Data Source Summary screen displays as shown below.
   
   
   
   The actions available on this page are detailed in the table below:

   Action	Description
   Print	Click Print to send the report to your local/network printer.
   Export	Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click  Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Email reports
   Back	Return to the previous screen
   Close	Close the report window

Data Set Statistics Reports

Follow the steps below to access the Data Set Statistics Reports:

1.  Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click Data Set Statistics as shown below:
   
   

3. After clicking Data Set Statistics, the Data Set Statistics screen will display as shown below.
   
   
   
   The information displayed on this screen is described in the table below:

   Field	Description
   Document count	Number of documents included in the data set
   Unique document count	Number of unique (non-duplicate) documents in the data set
   Reviewed count	Number of documents in the data set that have been reviewed
   Relevant count	Number of documents in the data set that have been marked as relevant
   File size total	Total size of all files included in the data set
   Text size total	Total size of text files included in the data set

EDR Process Summary Report

1.  Open a Request to which documents have been added, then click Electronic Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click EDR Process Summary Report as shown below:
   
   

3. After clicking EDR Process Summary Report, The EDR Process Summary Report screen displays as shown below.
   
   

Export Rejected Items

Occasionally, EDR will encounter errors when ingesting documents and will reject certain items from the ingestion process. In these cases, any rejected items from the data set are logged in an exportable format. To review any rejected items, first access the EDR Process Summary Report, and locate the Export Rejected Items button as shown below:

1. Click Export Rejected Items to export the rejected items. The Export Rejected Items screen displays as shown below.
   
   

2. Enter a Folder Name.

3. Select the Start Date/Time as either Start Now or Start Later.

4. Click Submit Job. A confirmation message displays as shown below.
   
   

5. Click OK.

6. Back in FOIAXpress, click User Menu > My Jobs to view the Exported Items job. When complete, the job displays as shown in the following example:
   
   

7. Use the Download link (highlighted above) to download a .zip file containing the rejected items.

EDR Audit Report

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen appears. Click EDR Audit Report as shown below:
   

3. After clicking EDR Audit Report, the EDR Audit Report screen displays as shown below.
   
   
   
   The fields on this screen are described in the table below:

   Field	Description
   Time of Action	Time the action was performed
   Action Performed	EDR action that was performed
   Action By (Login)	Login name of the user who performed the action

4. The actions available on the EDR Audit Report screen are described in the table below:

   Action	Description
   Print	Print all entries on the current page
   Print All	Print all entries for this report
   Export	Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click  Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Export/Email reports
   Back	Return to the previous screen
   Close	Close the report window

5. See Print/Email/Export Reports for steps to print, email, or export reports.

EDR Review Notes Report

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Reports tab. The Reports screen will appear. Click EDR Review Notes Report as shown below:
   
   

3. After clicking EDR Review Notes Report, the EDR Review Notes Report screen displays as shown below.
   
   
   
   The fields on this screen are described in the table below:

   Field	Description
   Review Status	Current document review status
   Document ID	Document ID
   Reviewed By (Login)	User who entered the review notes
   Page Count	Total count of pages in the document
   Review Notes	Text of review notes

4. The actions available on the EDR Audit Report screen are described in the table below:

   Action	Description
   Print	Print all entries on the current page
   Print All	Print all entries for this report
   Export	Click Export to export the report. Options include Excel, Word, and HTML formats. You can click Save to save a local copy in the selected format, or click  Email to send a copy of the report via email. See Print/Email/Export Reports for steps to Export/Email reports
   Back	Return to the previous screen

5. See Print/Email/Export Reports for steps to print, email, or export reports.