Reports: Audit Trail (Case Mgt)

This guide will take you through the Audit Trail (Case Mgt) report

Filter Options

• Fee Earner – Leave blank for all fee earners, or tick to select one or several fee earners.
• Work Type – Leave blank for all work types, or tick to select one or several work types.
• User – Leave blank for all users, or tick to select one or several users.
• Case Mgt Area – Leave blank to select all areas, or tick to select Workflow, Task, Action or Matter History.
• Date Filters – Enter an optional date range here.
• Grouping – choose an optional grouping here. The report can be grouped by Fee Earner, Work Type, User, Case Management Area or Action Type.

List of Columns Produced

• Client No
• Matter No
• Client Name
• Matter Description
• Type
• Action
• Details
• F/E
• W/T
• Branch
• User ID
• Entry Date