View Details for a Report
Selected Reports Tab > selected chart > Details
While examining a given chart on the Reports tab for a view (such as Project Data), you can get detailed count and size information for entries in the chart by clicking 
For example, for a Custodian, you can use the
When you are viewing the Email Addresses Sent or Email Addresses Received report, you can click
When you are viewing the Date report, or the Email Sent Date report or Email Received Date report, you can click
to perform actions for selected Folder Paths and filter the Folder Path list (for example, for download).
The following list identifies the charts that support a standard Details popup (those without multiple tabs):
- Scan Summary
- Warnings and Errors
- Custom Warnings and Errors
- Document Classes
- Custodian Directories
- Custodians
- Sources
- Tags
- Sending Domains
- Receiving Domains
- Dominant Languages
- Languages
- Email Sent Date
- Email Received Date
- Date Report
- Email Addresses Sent
- Email Addresses Received
- Folder Paths (which also provides a filtering option)
Some charts support Details that have multiple tabs. For a description of the Details with multiple tabs, see View Details Supporting Multiple Tabs. The Billing Summary and Zero Day Details have their own Details (File Type Details for a Billing Summary and Zero Day Details).
Checkbox Selection and Chart-Specific Details
The basic Details popup shown for a selected chart provides the following:
Note:
-
(top-level checkbox) — Use the checkbox that appears at the top of the list to select all items for an intended action -
(per-item checkbox) — Use the checkbox to the left of an item name to select that item on a given page. 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 for an intended action
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
-
YYYY-MM-DD, for example, 2000-02-17). - Count (default sort column in descending order for non-date reports) — 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).
- Size — The size (in MB) of data associated with the items, based on the contents of the view for which the Report is requested.
In order to perform the permitted options, you must select at least one item (or all items) using the appropriate checkboxes. A checkbox appears next to each item name, and one enables selection of all items listed.
Details Options
From the popup that appears when you click for a report, you can use the Document menu drop-down to select an available option based on permissions. The options in the list all 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 documents from a selected 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.) -
Add to Domain List ... (available from Details for either the Sending Domains or Receiving Domains report) – Launches the Add to Domain List dialog, from which you can add the selected domains identified in the Name column to a new or existing Domain List. You can select one or more domains, or all domains across all pages in the list. For an existing list, if any of the selected domains are already present in the list, they will not be saved to the Domain List again. You can verify the contents of a given Domain List from the Project Settings > Domain Lists.
Folder Paths Filter Box Option
The Details popup for a Folder Paths report also supports filtering:
- Filter text box Filter – You can use the Filter text box under the Name column to filter the list of Folder Paths in the Details popup. (The
icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the Folder Paths you want to match based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the 
that appears at the far right of the Filter box. Clearing a filter restores the list to its original state. (Note that any column with a Filter text box cannot be moved.)
Paging Area Options
In the paging area, which allows you to select pages of the Details, you can also select the following:
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 page through a list of items in the Details.
- You can multi-select items on a single page but not across pages.
- This dialog does not show any Tags applied to documents associated with a selected item.