Understanding the Case Summary Export

In this article: What the case summary export contains and how to use it as an audit record of your review.

The case summary is an Excel spreadsheet (.xlsx) that provides a complete record of every document in your case and the decisions made during review. It's useful as an audit trail to show what was included in your disclosure and why.

To download it, click View and manage case exports in the top toolbar, click New Export, and set Export Type to Summary. → Exporting Your Case

What's included

The summary contains two tabs.

Document Summary

One row per document, with the following columns:

• Document ID — a unique identifier for each document in the case

• Document Name — the file name of the document

• Included — whether the document was included in the disclosure (TRUE) or excluded (FALSE)

• Number of Exemptions — the total number of redactions applied to the document

• Number of Unique Exemptions — the number of distinct exemption reasons used

• Exclude Reason — if the document was excluded, the reason recorded — for example, Duplicate, Near Duplicate, or Redundant. This column is blank for documents that are included.

Document Exemption Summary

One row per exemption reason per document, with the following columns:

• Document ID — the unique identifier for the document

• File Name — the file name of the document

• Exemption Reason — the exemption reason applied to the redaction

• Count — the number of times that exemption reason was applied in that document

Using the summary as an audit record

The summary gives you a clear, exportable record of your disclosure decisions — which documents were included, which were excluded, and why. This is particularly useful if you need to demonstrate to a regulator or requester how the disclosure was handled.