Dashboard

This article provides a detailed description of all the features and options associated with Reveal’s Dashboard.

Non-Audio Video Tutorial

The Dashboard is the first screen that opens when a project or its Review button is selected.

The Dashboard is the control center of Reveal 11; project data, visualizations, filters, search, and analytical tools are all available on this screen. Users can organize, select, search, and manage documents here. The following diagram provides an overview of the screen layout along with a list of functions that can be performed.

18 - 01 - Dashboard (annotated)-2-2

Home Button and Project Selection – Clicking the logo returns to the Project Hub, or use the drop-down menu to search for and select a different project.
Search Box – Enter keyword or concept searches, review and re-utilize search history, save the current search, or build or refine advanced searches.
Help and Support - Links to the Reveal 11 Knowledgebase and to Reveal Support.
Dark/Light Mode Switch and User Menu – Toggle between Light Mode (shown above) and stylish Dark Mode. User Settings, About (Reveal version information) and Sign Out menu.
Navigation Panel – As permitted by your user account, select between:
1. Review - The current document review context;
2. Supervised Learning - Classifier configuration and training information;
3. Model Library - Prepared analytical models available to be imported into the current project;
4. Jobs - See and manage bulk tasks;
5. Reports - Configurable prepared reports on project data and reviewer work;
6. Team Documents - Library of reference documents for the project, which may include complaints, pleadings, requests, rulings, and coding manuals; and
7. Admin - Project administration and configuration.
Folders Panel – Displays a set of default folder types in the Sidebar. The Folders Option menu (shown here in Dark Mode) allows you to Select Folders and add them to a search, Refresh the list, or toggle to automatically Update Counts on Search (default is OFF to maximize performance).
1. Work folders - Are created and optionally shared by users to organize documents within the project. Work folders may be shared with selected Teams or other users in either Read Only or Read/Write mode. Work folders are required in gathering documents into a set for production.
2. Document Folders - Each subfolder is a loaded dataset in the project and may be selected as a filter. Document folders are recursive when used in a search.
3. Transcript Folders - If any deposition or testimonial transcripts are added to the project for review, they will appear here for special processing and selection.
4. Searches - Saved Search folders created by or otherwise shared with the current user.
5. Admin Views - Provide project manager administrators with the ability to view and manage folders and tags for all users.
Assignments - A separate section of the Sidebar where foldered sets of documents pushed to the user for review are displayed, along with folders checked out by users under the folder's Manage Batches options [...] menu selection.
Filters Panel – Displays a set of filters in the Sidebar, while may include such elements as:
1. Annotations - Documents containing any Redactions, Sticky Notes, Freehand, Highlights, Text Annotations, or any annotations at all.
2. Document Status - Filter by the presence of relationship categories or attributes, some of which are shown at the left of the Grid as icons.
  1. Has Alerts
  2. Has Children
  3. Has Custodians
  4. Has Email Threads
  5. Has Extension
  6. Has Family Members
  7. Has Locks
  8. Has Parent
  9. Has Tags
3. People – Persons sending, receiving or named in documents, with a subfolder related to the Dashboard's Custodians graph. Click More... to open a popup window containing a multi-selectable list of all values in the current result set.
4. Entities - Select by one or several nouns captured and characterized by Reveal analytics, including Credit Card Num, Email, Location, Money, Nationality, Organization, Person, Personal Id Num, Phone Number, Product, Religion, Title, URL.
5. Emotional Intelligences - Examine documents ranked by levels of Positivity or Negativity assessed in analysis of the text.
6. Deduplication – Exact or Near Duplicate, also controlled by the Dashboard's Candy Bar.
7. Formats – Types of documents, also controlled by the Dashboard's Document Type graph. Click More... to open a popup window containing a multi-selectable list of all values in the current result set.
8. Review Status - For each Tag Profile, filter on whether documents are Reviewed or Not Reviewed.
9. Tags – User-coded and AI-coded documents (e.g., for Responsiveness, Issues, Confidentiality).
10. Privileged Tags - Filter by user-coded privilege tag designations.
  
  NOTE that the Sidebar width may be adjusted by the user, and this adjustment will be preserved with the user’s project settings.
View Selection Bar – Select the preferred view of the project data (see details below):
1. Dashboard – The control center currently under discussion.
2. Grid – The table of currently-selected documents and their metadata.
3. Clusters – Brainspace concept visualization and tools.
4. Heatmap – Matrix comprised of selectable metadata or search values set in rows and columns with intersections colored to reflect the relative intensity of correspondence between the values. Cells may be selected and added to a search.
5. AI-Driven Batches – Technically not a visualization, but a way to quickly generate batches based upon selected AI models.
Document Count – Number of documents selected in the current view, shown with Refresh button to update for underlying processes if no search or filter is currently in use.
Timeline – An interactive chronology graph for the current dataset, containing:
1. Dropdown menu that provides options for viewing the Timeline chart using any date value contained in document metadata. Field selection is preserved for the User and Project from one session to the next.
2. Clickable graph bars for viewing the Timeline chart by selected period which may begin as year, month/year, week, day, hour, or minute, depending on the chronology of the dataset. Here is a drill down for October 2001, featuring a Results Pane (see Item 20 below) added to the right of the screen displaying document details for the search.
3. Switch the Timeline chart from logarithmic scale (default for easier relative display) to linear scale.
4. Export Timeline values as a CSV file.
5. Identify missing documents in the dataset.
Candy Bar – Graphic display of Originals, Near Duplicates, Exact Duplicates and documents Not Analyzed (because encrypted, lacking text or containing excessive text) in the current view. A user may select Originals to examine only that subset of documents.
Document Types – Selectable graphic bar chart of most common document formats found in the current view. The default is Extension, but other metadata may be selected here.
Entities - An entity is an extracted piece of data identified by proper name. Entities are an efficient method for searching (filtering) for specific people, places or things. Select an entity type to display and select for filtering:
1. Brs Has Entity Type - a top-level breakout of where entities exist in the current document set. (Default)
2. Entity Phone Number
3. Entity Personal Id Num
4. Entity Email
5. Entity URL
6. Entity Location
7. Entity Religion
8. Entity Money
9. Entity Person
10. Entity Title
11. Entity Product
12. Entity Organization
13. Entity Nationality
14. Entity Credit Card Num
Custodians – Selectable chart listing the top ten Custodians in the current view and the number of documents provided by each. The list of all additional custodians is paged here.
Documents by Predictive Scores (Tag Scores) - An assessment of classifier tag relevance groupings following Supervised Learning, where tags are used to classify documents for AI model scoring and prediction. Scores are grouped in the key below the chart, from Unscored to Low (0-32), Medium (33-65) and High (66-100).
NOTE that, as with other Dashboard widgets, hovering the pointer over a truncated label will provide bubble help with the entire label, and hovering the pointer over a bar section will display its value name and the number of documents represented. (Shown below in Dark Mode.)
Senders + Recipients – A graph added in Reveal 11.4 adds email correspondents, showing the top five graphically with the number of documents from each and received by each, with remaining email senders and recipients found in succeeding pages of the widget. The bars are selectable for search filtering, and the data represented here may be exported.
Domains - A graph added in Reveal 11.4 adds email domains, showing the top five graphically with the number of unique documents, and the number of documents sent from each and received by each, with remaining email domains found in succeeding pages of the widget. The bars are selectable for search filtering, and the data represented here may be exported.
Emotional Intelligence - This graph sets out shaded bars of Negativity and Positivity for each category of sentiment in the currently retrieved document set. The shadings, which may be selected with a click to serve as a filter, represent for each emotional category:
- Unscored (palest) - documents such as images which offer no text for analysis and scoring.
- Neutral (0) - documents which are neither positive nor negative, such as numerical spreadsheets or programming code or bland correspondence.
- Low (1 - 3) - documents scored for mild negativity or positivity.
- Medium (4 - 6) - documents scored for moderate negativity or positivity.
- High (7 - 10) - documents scored for high negativity or positivity.
Clicking on any section will add a pill to the search box to serve as a filter, retrieving only documents in the current set scored within the selected range.
Results Pane - The Results Pane opens at the right of the Dashboard display when there is a search or filter active. It presents the following information:
1. Document count - result of current search or filter (above Results Pane).
2. List-Grid toggle - change between the results list shown above and a Grid pane opening next to the current Dashboard, Cluster or Heatmap. The split display can be adjusted between the Grid and the Dashboard or other data visualization selected, and these adjustments will be preserved with the User’s project settings.
3. Popout - open the Grid or Results List in a separate window that is fully synchronized with folders, filters, updates and searches in the Dashboard screen. This can be particularly useful when using multiple displays to review data.
4. Expand - toggles the Grid or Results List between a full display panel and the default split display.
5. Hide Results Pane – toggles between display and collapsing of the Results List or Grid.
6. Update search results - such as adding a tag or adding to a work folder, to all search results.
7. Sort by - metadata field of choice; default is Search Score.
8. Document card and label - Card contains a label for Original, Duplicate or Near Duplicate, its Begdoc (document control number), the subject line or title if any, a brief snippet of text, and in the lower left shows how many threaded documents or tags are currently associated with this document.
9. Cluster wheel locator - opens the Cluster Wheel visualization to show the document's cluster location.
10. Attachments - indicator with number of attachments for this document.

Last Updated 3/22/2023