Generate and View the Project Processing Report

Dashboard > Project drop-down > Generate Processing Report

If you have the needed Audit Access permissions you can generate a detailed Processing Report for your Project by selecting this action from the Project drop-down on the Project Dashboard. Once this report is generated, you can download it from the associated Work Basket task.

  • The Processing Report is generated as an XLSX with the naming convention DR_sourcetrackingreport-timestamp-projectname.xlsx, and includes 15 tabs providing breakdowns of counts and sizes of files in both the Project Data and the aggregate of all existing Imports to the Project. For example, the first tab, Imports File Type, contains a details table, a summary table, and a pie chart as shown below:

    • The tabs are as follows:

    • File Type (Imports)

    • File Type (Project Data)

    • Document Extension (Imports)

    • Document Extension (Project Data)

    • Year/month (Project Data)

    • Year (Project Data)

    • Date (Project Data)

    • Custodian by year/month (Project Data)

    • Custodian by DocClass (Imports)

    • Custodian by DocClass (Project Data)

    • Exceptions (Imports)

    • Exclusions (Imports)

    • DeDuped by DocClass (Project Data)

    • Languages (Imports)

    • Languages (Project Data)