Pattern comes equipped with 6 standard reports to help you understand what's going on in your account. The links to each report are found in your Reports section of the Lens Home page:
- Backlog Report
- Case Report
- Review History Report
- Review Metrics - Efficiency
- Billing Report
- Document Intake Report
Reports Section of Lens Home
Backlog Report
The backlog report shows a breakdown of cases that can be reviewed and some measures of throughput. Its main purpose is to help understand:
- How many reviewable cases you have in Pattern
- How reviewable cases are allocated by assignee
- How old reviewable cases are
- How quickly reviewable cases are being reviewed
The layout of the backlog report is below:
Backlog Report Layout
Right clicking on any row of data will give the option to "Show all cases," which links directly to a downloadable report of that specific case data. This makes it easy for a reviewer or manager to check on pending cases of interest.
Case Report
The case report shows information for documents and cases being created in Pattern. It is intended to be an audit log of what's been going into Pattern.
Review History Report
The “Review History Report” is intended to give a simple view of recent or historical review activity. The Review History Report is also where you can see the number of completed reviews across lenses. You can access this report in any lens and set the filters at the top to the desired timeframe and lenses you want to include.
Use this report to answer questions like:
- How many reviews did a user complete last week?
- What cases were reviewed between January 1 and February 23
For detailed metrics on review time, pace, and efficiency, see the Review Metrics - Efficiency report.
Review History Report Layout
Review Metrics - Efficiency Report
The "Review Metrics - Efficiency Report" offers more detailed metrics on Review Times, Pace, Efficiency, and specific data pertaining to each case reviewed.
Use this report to answer questions like:
- What is the average number of cases reviewed by a user within a certain time period?
- How can I tell which cases are taking longer than others to review?
Review Metrics - Efficiency Report Activity Data Layout
Billing Report
The report shows invoice information for cases in Pattern, including number of total cases, cases invoiced, and cases pending invoice. The table will show an Invoice ID, Sent Date, Paid Date, Due Date, and number of cases as part of that invoice.
Document Intake Report
The report shows information for any document uploads into Pattern over a pre-defined period of time. This report includes details about number of intakes, total documents, total pages, and size of all intakes.
In addition to the standard reports, Pattern offers customized reporting. To ask about custom reports, please submit a request with an overview of your reporting needs to start the process. You can also email us at support@patterndata.ai.