---
title: "Search Term Report"
slug: "search-term-report"
tags: ["Search terms", "report"]
updated: 2025-06-24T11:21:07Z
published: 2025-06-24T11:21:07Z
canonical: "docs.revealdata.com/search-term-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search Term Report

A search term report helps organizations understand which terms are effectively capturing relevant documents during the discovery process. This feature allows users to run multiple searches at one time, allowing the user to validate results and adjust searches as needed.

## Create a New Report

1. Click **Search terms repor**t from the left menu.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-VAB8CSUU.png)

The Reports window will open. If reports have been created previously, you will see a list.
2. Click the **blue** **plus sign**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-4H73KG4Y.png)

The Create terms report window will open.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-AD53443E.png)
3. Enter a name for your report.
4. Click **Add search scope**.
5. Select your report scope. If no scope is set it will run over the entire data set within the users access.
  1. Under Search scope, click the **down arrow** to select Workspaces or Sources.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-D1NDORJW.png)
    1. Workspaces: Click inside **Reference** to select your workspace.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1PJA66N2.png)
    2. Sources: Click inside **Reference** to select your sources.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-DAL6CNDI.png)
6. Click **Add search scope** to add as many search scopes as needed.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-I6YGANX3.png)
7. Select your **Scope conditions**. Search scope conditions can only be applied per workspace.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-ENDJDOIC.png)
8. Click **Done**.

You are now ready to add your search terms.

### Add Search Terms

1. From the report screen, click the **plus symbol**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-6L73LXEG.png)

The **Add terms** window will open.
2. Enter your terms in the terms bar.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-MBV8BZIC.png)
3. Hit **Enter**. Your term will be added.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-3T31HBU4.png)
4. After entering all search terms, click **Done**.

In the Reports screen, you see the search terms added. Note that the status is Pending to run.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-2FP4JX14.png)
5. Click the **blue refresher** button.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-UGQO7A59.png)

The report will run and show the status when it is complete.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1781PY3Z.png)

## Search Report Details

The report details will include:

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-O5MBXJRU.png)

- Search scope
  - Total documents in the search scope.
- Status
  - Completion status.
  - Date and time last report was run.
- Totals
  - Total number of files in the scope.
- Search terms
  - *Search terms*: These are keywords or phrases used to query the dataset, designed to locate relevant documents to a legal case or investigation. This uses the Onna syntax.
  - *File count*: This represents the total number of files (documents, emails, attachments, etc.) that contain at least one instance of any of the search terms.
  - *Files with family count*: This count includes not only the files directly containing the search terms but also related “family” files.

1. Click the **ellipses** to:

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-UP80FN1O.png)
  1. Run the search term
  2. View the term report
  3. Tag current results
    1. When tagging results you have the option to **Tag current results only** or **Tag current results and family members. When a tag is applied in this manner, it is applied to each individual search term listed in the report, manually.**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-6CCOXJUU.png)
  4. Delete the term
2. Click the **download button** to download a CSV report history.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-OHG1SIAA.png)
3. To return to the main reports screen, click the **arrow** next to Reports.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-JU2GHEMM.png)

## Edit a Search Term Report

1. Click **Search terms report** from the left menu.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-DBFZUTP8.png)

The Reports window will open. You will see a list of previously created reports.
2. Click on the **report** you want to edit.
3. When the report window opens, click the **ellipses** next to the blue refresher button to open the drop down menu and select **Edit search scope**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-RJU0X3V2.png)
4. The **Edit search** scope window will open. From here you can:
  1. Change the report name.
  2. Add or Delete workspaces or sources.

![Editing search scope with options for workspaces and sources in a report.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Onna - 11.png)
5. After all changes are made, click **Done**
6. Click the **blue refresher** button to run the report.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-ZA5O04WC.png)

## Delete a Search Term Report

1. Click **Search terms repor**t from the left menu to open the Reports window.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-G9EBXAWK.png)
2. Click the **ellipses** at the end of the report you wish to delete, and click **Delete**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-4CNMWN0S.png)
3. A message will appear asking you to confirm deletion. Click **Delete report**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-IZJ6P096.png)

> [!NOTE]
> Note:
> 
> Once you delete a report, its details and old reports will be gone forever from the system.