Data retrieval query examples

You can use the sample queries in this topic as a starting point to create queries for common reporting tasks and retrieving user and case data.

Run the queries on the Connect API Explorer page.

For information about how to import data from the Connect API Explorer into Microsoft Excel, see Integrate Microsoft Excel with the Connect API.

Note: GraphQL syntax is case-sensitive.

Generate a report of enabled users with their last login date

To generate a report of all enabled users with their last login date, run the following query.

query {

  users(disabled: false, deleted: false) {

    fullName

    userName

    email

    lastLogin

  }

}

Generate a report of licensed users by organization

To generate a report of licensed users by organization, run the following query.

query {

  users(disabled:false, licenses: {comparison: GreaterThanOrEqualTo, value: 1}) {

    fullName

    userName

    email

    companyName

    licenses

    disabled

    organizations {

      name

    }

  }

}

Generate a report of portal management data for client invoices

You can request the data available in the Portal Management Reports section of the application. Portal management reports include the following aggregate data:

Usage summary data for cases

Hosted file size data for cases

User reports

You can create custom invoices for your clients using data from the portal management reports, if you import the data into an application like Microsoft Excel. For example, you can create an invoice that includes the hosted data volumes by case, which you retrieve in a query to the Connect API, multiplied by the hosting fee. As another example, you can create an invoice that includes the number of production pages for a range of dates, which you retrieve in a query, multiplied by the production printing fee.

For more information about the Portal Management Reports section of the application, see Portal Management Reports.

To generate a report of portal management data, run the following query. You can add or remove fields in the query as required, depending on the data that you want to retrieve. You can also include arguments. For example, you can limit the data to a specific date range, or filter the results based on case or organization. Refer to the reference documentation for a full list of the available fields and arguments. For information about how to access the reference documentation, see Reference documentation.

query {
  cases {
    name
    statistics {
      metricsAvailability
      aggregateBaseDocsUsageSummary
      aggregateDatabases
      aggregateTotalHostedSize
      countOfDocsWithNoContent
      countOfDocsWithNoPages
      countOfDocsWithNoPagesAndNoContent
      countOfDocsWithPagesAndContent
      countOfImportDocs
      countOfImportJobs
      countOfIngestionDocs
      countOfIngestionJobs
      countOfOcrPages
      countOfPredictedDocs
      countOfProductionDocs
      countOfProductionJobs
      countOfProductionPages
      countOfTiffedPages
      countOfTranslatedDocs
      countOfTranslationDocRequests
      dtIndexSize
      sizeOfAllOtherFolderData
      sizeOfArchiveFolderData
      sizeOfBaseDocumentsHostedDetails
      sizeOfElasticSearchIndex
      sizeOfFileTransferData_BatchPrint
      sizeOfFileTransferData_cases
      sizeOfFileTransferData_dtOptions
      sizeOfFileTransferData_dtThesaurus
      sizeOfFileTransferData_Export
      sizeOfFileTransferData_Import
      sizeOfFileTransferData_ingest
      sizeOfFileTransferData_Ingest_Temp
      sizeOfFileTransferData_Other
      sizeOfFileTransferData_Predict
      sizeOfFileTransferData_Suppressed
      sizeOfFileTransferData_Upload
      sizeOfFolderData_BatchPrint
      sizeOfFolderData_cases
      sizeOfFolderData_dtOptions
      sizeOfFolderData_dtThesaurus
      sizeOfFolderData_Export
      sizeOfFolderData_ImageRepositoryOther
      sizeOfFolderData_Import
      sizeOfFolderData_ingest
      sizeOfFolderData_Ingest_Temp
      sizeOfFolderData_Predict
      sizeOfFolderData_Suppressed
      sizeOfFolderData_Upload
      sizeOfImportDocs
      sizeOfIngestionDocs
      sizeOfIngestionExpandedItems
      sizeOfMissingFiles
      sizeOfNonDocumentData
      sizeOfOrphanFiles
      sizeOfRenditionsHostedDetails
    }
  }
}

Note:  The sizeOfElasticSearchIndex stores the audit history records for coding changes and is part of the aggregateTotalHostedSize statistic that returns the sum of sizeofBaseDocumentsHostedDetails, sizeofRenditionsHostedDetails, aggregateDatabases, sizeOfElasticsearchIndex, dtIndexSize, sizeOfNonDocumentData, and sizeOfOrphanFiles.

Generate a report of productions in a case

You can request case-level data, such as the productions in a case.

Note: When you query case-level data, you must be assigned to the case to retrieve data.

To generate a report of the productions in a case, run a query like the following example. You can include arguments on the productions object. For example, you can filter the results based on production status or production name. Refer to the reference documentation for a full list of the available fields and arguments. For information about how to access the reference documentation, see Reference documentation.

query {

  cases(name: "Enron") {

    databaseName

    productions(status: Locked) {

      name

      status

      docCount

      pageCount

      beginBates

      endBates

    }

  }

}

For more information about productions, see Introduction to productions.

Query users and their groups within cases

The Connect API Explorer allows you to query information on users and their groups within cases to help manage users and groups across review platforms. You can filter and sort the group data by name, id or userCount for NumericComparison. You can also separate the query results by page by using the standard_scroll_parameter (for example, scroll: \{start: 1, limit: 100} ).

Note: To return the users of a specific group, add the user’s node under groups.

The following lists the available fields for querying user and group data:

groups: Object to extract the following field data:

id

name

userCount

timelineDate

quickCode

startPage

users

Sample query:

query cases {

  cases(id:5){

    name

    groups (id: 17 name: "group name" sort: [{ field: Name, dir: Asc }]) {

      id

      name

      userCount

      users {

        id

        name

      }

    }

  }

}

 

Request data about the custom case statistics

You can request data about the custom statistics in a case by querying the cases {statistics {customStatistics}} field. To return the most up-to-date values in a case, before you perform the query, you must run a case metrics job or an indexing and enrichment job with the “gather case metrics” option selected.

Sample query:

query {

  cases(id: 1) {
    statistics {
      customStatistics {
        name
        id
        value
        extension {
          id
        }
      }
    }
  }
}