Data list

Once you have refined the data list using the filter panel, the advanced search builder, or a combination of the two, you can take a closer look at your results.

For each data item, information icons display inline within the list to indicate if the data has been stored, has been analyzed, has had grammar values extracted, has been protected, has attachments, and is on hold. If associated with a weighted label, a colored circle also displays inline.

For container files such as ZIP or archive files, a down arrow (˅) displays to let you view the contents of the container. Similarly, files within a container file display a down arrow to let you view the container file.

When viewing the data list in the detail view, the list includes the subject/title, record date, file size and information icons. When viewing the data list in the grid view, the list includes the information icons, subject/title, record date, file size, dataset from which the data originated, and the file path to the dataset. The content view panel is not available in the grid view.

You can sort the current data list, change the grouping view, save all or selected data items in the list to a new workspace, and even export the data list and metadata to a CSV file to review offline.

Sort the data list

Sorting the data list does not change the contents of the list, just the order in which the data is displayed. By default, the list is sorted by record date, with the most recent first. You can combine the sort order and the grouping as desired.

Change the data grouping

By default, the data list shows Documents/Tables that match your search. You can choose to view the individual items, or even the entire conversation related to your search. You can combine the grouping and the sort order as desired. If the selected grouping does not apply to all of the data in the list, the data that fits the grouping is displayed first, followed by the remainder of the data.

Save documents to a workspace

NOTE: Applies only to unstructured data.

You can save the documents in the current data list to a new or existing workspace for further review in Manage. You have the option to create the workspace from all or only selected data items. The documents are associated with a designated dataset in the workspace. If unstructured data is included in your selection, this data is not added to the workspace.

TIP: To see these options, you muse have permission to create workspaces in Manage.

Export to a CSV file

You can export information about data in a current list to a CSV file for review offline.

Many metadata fields are available for inclusion in the CSV. You can include or exclude any available field each time you export to a CSV or you can select a field template that defines the fields you commonly include. If an included field does not apply to a selected data item, the field in the resulting CSV is blank.

TIP: Dates are presented in GMT (Greenwich Mean Time).