Exporting a search summary report for files

Last published : Jun 29, 2026
To export a search summary report for files during case review:
  1. On the eDiscovery tab, click Cases.
  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 or Review Sets to select existing search.
  5. Select the filter options and click Apply.
  6. On the Files tab, and click Export Report.
    Note: The following sample image is specific to a search in Review Sets. If you select the search from Research Sets, the application do not show the Review Status option 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 from Review Sets, and select any filter option and click Apply, the Export Report option is not displayed. The Export Report functionality is not available for the searches in New Search.
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