View Details Supporting Multiple Tabs

Selected Reports tab > Document Types chart > Details
Imports or Data Set > Reports tab > Warnings and Errors > Document Type Details

While viewing a report, such as Project Data or a Search results report, you can examine charts or search summary information and request detailed information.

For many charts, clicking for a chart displays a simple table of information and options, as described in View Details for a Report. Some charts have additional or (Document Type Details) details with multiple tabs of information, as described in the following sections:

Checkbox Selection and Columns with Details

Note: Selected:<value> displays the number of items currently selected. When you select the top checkbox, a message indicates that you have all items selected in the current view (across all pages for a tab). For example, if you use the top-level checkbox, you will see the message Selected: All 2315 If you use the individual checkboxes on a given page, a message indicates how many items you have selected on this page. For example, if you have selected all docs and then deselect one item from the current page, you will see the message Selected: 99 on this page

A multi-tab Details popup shown for a selected chart provides the following:

  • (top-level checkbox) — Use the checkbox that appears at the top of the list for the active tab to select all items across all pages of the tab for an intended action (available from a Document drop-down menu with Add Tags, Remove Tags, Add to, and Remove from). To clear the selection of all items, clear the top checkbox.
  • (per-item checkbox) — Use the checkbox to the left of an item name to select that item on a page of the active tab. To clear the selection of an item, clear the per-item checkbox. Use the per-item checkbox to select one or more items on a given page of a tab for an intended action (available from a Document drop-down menu with Add Tags, Remove Tags, Add to, and Remove from). If you select one or more but not all documents in a given list, the top checkbox changes to to indicate that one or more items have been selected, but not all items.
  • Name — By default, the name of an item based on the appropriate chart, in a list.
  • Count (default sort column) — The number of documents associated with the item, based on the contents of the view for which the Report is requested (for example, Project Data). The list is sorted in Count descending order.
  • Size — The size (for example, in MB) of data associated with the items, based on the contents of the view for which the Report is requested.

Details Options for Details with Multiple Tabs

The chart for which you click Details determines which tab is active in the Details.

In order to perform the permitted options for the active tab, you must select at least one item (or all items) using the appropriate checkboxes. A checkbox appears next to each item name, and the top one enables selection of all items listed.

The following options are available from the Document menu drop-down menu (based on permissions) for charts that support multiple tabs. ) They operate within the context of the view from which you launched the report. For example, if the report view is Project Data, then the list contains the items associated with Project Data, and Tagging can be applied to tag the appropriate view of documents in Project Data.

Note: If you select all items or a large number of items from the Report details and then attempt to perform one of the following operations, you will see an error message in a popup if the operation will exceed the configured Boolean clause limit (now 5192 by default): The requested operation will generate searches that exceed the <limit> boolean clause limit. Please reduce the scope of the operation and try again. If you see this error, click Close from the error popup, and from the Report Details popup, modify the scope of your selections and retry the operation.

  • Add Tags... – Launches the Tag dialog, from which you can select Tags to apply. You can also create a Tag and use it right away. If you Tag documents in a Data Set view, the software adds the documents to Project Data and performs the tagging. Note that tagging from a Details popup generates a drill-through search, which implicitly disables options such as Include Families and Include Metadata. This means that the tagging scope for drill-through searches is implicitly Document scope.
  • Remove Tags... – Launches the Tag dialog, from which you can select Tags to remove.
  • Add to... – Enables you to add documents to a selected Folder or Custodian in Project Data based on permissions. For more information, see Add or Remove Documents or Search Results to a Folder. For more information about managing Custodian views, see Manage Custodians and Data Assigned to Custodians.
  • Remove from... – Removes selected documents from a Folder or Custodian. The documents are still available within the Project, they just no longer reside within that Folder or Custodian. For a Custodian, removing documents from a given named Custodian automatically reassigns the documents to the Unassigned Custodian. (Removing documents from the Unassigned Custodian is not permitted; if you want to assign documents from Unassigned to another Custodian, perform an Add To operation to the appropriate Custodian view. For more information about managing Custodian views, see Manage Custodians and Data Assigned to Custodians.)

Paging Area Options

In the paging area, which allows you to select pages of the Details, you can also select the following:

  • – Refreshes the information in the popup.
  • (requires Document Reports permissions) – For charts that support download, enables you to download all data for the selected tab to a CSV file.

Below the paging area, you can then select the following:

  • Close – Closes the popup and returns you to the main Report window.

 Usage Notes

  • You can multi-select items on a single page but not multi-select across pages.
  • This dialog does not show any Tags applied.

About Document Type Details and Extension Details

From the Document Types chart, users with permissions can click to view details in the following tabs:

Note: Two of these tabs, File Type, and File Extension, are also available from the Warnings and Errors report and Custom Warnings and Errors report for all Imports or a Data Set when a user with permissions clicks (Document Type Details) for a selected entry.

  • The File Type tab provides a list of the official file types (for example, Internet HTML or Adobe Acrobat PDF). Clicking (if you have Document Reports permission) will download a FILETYTPE.csv with the information.
  • The File Extension tab provides a list of the extensions for the files (for example, txt, pdf, and docx). For text/plain and unknown file types, the file extension is the actual extension of the file; for all other file types, the file extension is the standard extension associated with that file type. A directory does not have an extension. A _missing_ entry indicates entry indicates that the file had an empty extension (for example, just a space). Clicking (if you have Document Reports permission) will download a DOCEXT.csv with the information.
  • The Extension Exceptions tab (for an Imports or Data Set Report) provides a list of extension exceptions to give you information about what would be affected if you decide to change the current file extension to the recommended extension. This chart provides columns for the Current extension, the Recommended extension, as well as the Count and Size. The default sort order is by Count. Clicking for this tab (if you have Document Reports permission) will download a DOCEXT_CONFLICT.csv with the information.

From the Document Typeschart for other views, such as Project Data, clicking provides a full list of the file types, and the full list of equivalent file extensions using the first two tabs, File Type and File Extension.