The Audit Trail by User report tracks any activity by user for the following sections:
- Matters - the report tracks matter creation as well as user activity for existing matters (addition, changes, or deletion) in any field of Matter Details
- Events - the report tracks user activity for creating new events or editing any field of an existing event
- Mail Log - the report track user activity for creating new mail items or editing any field of an existing mail item
To set the report’s parameters, click on “Generate Report” and make your selection for the following:
- Date range (from/to). Default date range is the current day.
- Sections to include in the report - not required. The default is to include all sections.
- Matter name - not required. The default is to include all open matters. Users can select one or multiple matters.
Sample Audit Trail by User Report