Manage Billing Reports in a Template

Home > selected Organization > menu or right-click > Settings > eDiscovery Templates > Billing Reports
Project > Settings drop-down > > Organization Settings > eDiscovery Templates > Billing Reports

Requires Organization - Billing Reports - View, Add/Edit Permissions

Users in a role with the appropriate permissions can manage the Billing Reports in a template.

At the Organization level, you can set up one or more templates to manage Billing Report information, which consists of groups of Excluded File Types. The file types within each group of excluded file types will be excluded from billing.

Within a given Project, the Billing Report information for excluded and included file types is reported in the Billing Summary on the Reports tab for all of Imports, each Data Set, and Project Data.

Note: You can control whether the Billing Summary appears for the Imports, Data Set, and Project Data views from the Project Reports or a Reports template. By default, this report is enabled to appear in the Imports, Data Set, and Project Data views.

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

  • Create a template by clicking the (New Template) option, which launches the New Template dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

  • Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Template, which launches the New Template dialog. Note that as of 5.2.5.x, this operation will require a match in parsing library versions, and you will see an error, The template operation cannot be performed due to a mismatch in parsing library versions between the project and the selected template if you try to save template information to a template that does not match the parsing library version of your current template. All new templates will be Parsing Library Version V2 templates.
  • Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear. Note that as of 5.2.5.x, this operation will require a match in parsing library versions, and you will see an error, The template operation cannot be performed due to a mismatch in parsing library versions between the project and the selected template if you try to load template information that does not match the parsing library version of your current template.
  • Select Set As Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default. Note that as of 5.2.5.x, in existing Organizations, you cannot save a Parsing Library V1 template as the default template, for either an Index Settings template or a Billing Report template. Attempting to set a V1 template as the default template will display an error, Cannot make OIT template (V1) the default template.
  • Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
  • Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization.

You can perform the following actions to manage the Billing Report information:

  • View a list of Excluded File Type groups. The default excluded groups are as follows:
    • Compressed Types
    • Disk Image Types
    • Email Archive Types
    • File Archive Types
  • Make your own file type selections to exclude using a drag-and-drop method. If you want, you can remove existing file types from a given group.
  • Create your own groups of file types you want to exclude.
  • You can use the Filter box to view a filtered list of the available file types based on file types that contain the information you type.

All Supported File Types

The left side of the Billing Reports screen displays a scrollable list of the All Supported File Types.You can drag-and-drop fields from the supported list to the appropriate Exclusion Group on the right, or you can add your own Exclusion Group and add file types to that group.

Note: A given file type can only belong to one Excluded File Type Group.

To add a file type from the All Supported File Types list to a group in the Excluded File Types list, use the following:

  • Select the icon for a given file type from All Supported File Types and drag it to the appropriate spot within a group in the Excluded File Types list. .

To help you focus on a subset of file types, you can use the following to temporarily filter the list:

  • Filter text box – You can use the Filter text box under the All Supported File Types list to filter by file type name. (The icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the items you want to work with 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.

Excluded File Types

The right side of the Billing Reports screen displays a scrollable list of the groups of Excluded File Types in effect and the file types within each group.

To add a group to the Excluded File Types list, use the following:

Add File Type Group — Adds a New Group entry to the top of the list. Once you Save the group with its file types, it will appear in alphabetical order in the list of groups when you return to view the Billing Reports.

To edit the name of a group, click in the box for the group and make your edits. You cannot edit the name of an individual file type, however.

To delete the entire contents of a group in the Excluded File Types list, click theicon for that group.

To manipulate file types within a group in the Excluded File Types list, use the following:

  • Select the icon for a given file type in an Excluded File Types group and drag it to the appropriate spot within the group (to rearrange its position in the list)

  • Click theicon for a given file type within a group to delete that entry from the group. If you remove a file type from a group, that file type can then be added to another Exclusion Group.

Billing Reports: Save or Discard Changes

If you do not save your changes before navigating away, you will be prompted to either save your changes and continue navigating away, discard your changes and continue navigating away, or cancel your changes and remain in the current location.

  • Save – Saves your changes to the Billing Reports.
  • Discard Changes – Discards your changes to the Billing Reports.