Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Reports: Audit Trail (Case Mgt)

Who is this guide for?

Case Management Supervisors

Reports workflow tasks and actions run.

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
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