Exporting a search summary report for files

Last published : Jun 07, 2026
To export a search summary report for files during case review
  1. On the eDiscovery tab, clickCases.
  2. Search for and select the case in which you want to search emails.
  3. The selected Case_Name node appears below Cases.
  4. Expand Research Sets orReview Sets to select existing search.
  5. Select the filter options and click Apply.
  6. On the Files tab, and clickExport Report.
    Note: The following sample image is specific to a search inReview Sets. If you select the search fromResearch Sets, the application do not show theReview Statusoption on the action bar.
The application downloads the summary report (.xlsx) of the emails within the search as a zipped (.zip) folder.
Note: If you select a search fromReview Sets, and select any filter option and clickApply, theExport Reportoption is not displayed. TheExport Reportfunctionality is not available for the searches inNew Search.
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