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Ali_G's avatar
Ali_G
Level 4
8 years ago

Processed by Custodian Report (Volume and Count)

I am looking for a report or chart in Clearwell showing processed data by Custodian. It's similar to what you'll see under "Case Home" collection reports (see attached) but for processed data, not just collected data.

What I would like to see is a report, preferably in Excel or CSV form, showing :

Custodian Name, Discovered Volume, Discovered Count, Processed Volume, Processed Count

Is there any report in Clearwell that I can gather this information for a particular case?

Thank You

  • JimmyClearwell's avatar
    JimmyClearwell
    8 years ago

    Hello Ali_G,

    I believe the report that you're looking for can be found under Case Home > Processing > Source & Pre-Processing under the Pre-Processing Options tab. From there you would simply change the Analysis field to Custodian and Export (as CSV or XLS). You may want to choose some of the other formatting and filtering options beforehand, but that should provide you the processed data by Custodian.

    Here's a screen shot of where this can be found and attached is a copy of the resulting report for your review. 

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  • JimmyClearwell's avatar
    JimmyClearwell
    Level 5
    8 years ago

    Hello Ali_G,

    I believe the report that you're looking for can be found under Case Home > Processing > Source & Pre-Processing under the Pre-Processing Options tab. From there you would simply change the Analysis field to Custodian and Export (as CSV or XLS). You may want to choose some of the other formatting and filtering options beforehand, but that should provide you the processed data by Custodian.

    Here's a screen shot of where this can be found and attached is a copy of the resulting report for your review. 

    • Ali_G's avatar
      Ali_G
      Level 4
      8 years ago

      Thank you Jimmy, spot on :robothappy: That's exactly what I was looking for. Much appreciated :smileyvery-happy: