{"id":48005,"date":"2022-07-25T10:48:41","date_gmt":"2022-07-25T09:48:41","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=48005"},"modified":"2024-07-26T12:08:24","modified_gmt":"2024-07-26T11:08:24","slug":"audit-trail-case-mgt","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/audit-trail-case-mgt\/","title":{"rendered":"Reports: Audit Trail (Case Mgt)"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Case Management Supervisors<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will take you through the Audit Trail (Case Mgt) report<\/h2>\n\n\n\n

Filter Options<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
    \n
  • Fee Earner<\/strong> \u2013 Leave blank for all fee earners, or tick to select one or several fee earners.<\/li>\n\n\n\n
  • Work Type <\/strong>\u2013 Leave blank for all work types, or tick to select one or several work types.<\/li>\n\n\n\n
  • User<\/strong> \u2013 Leave blank for all users, or tick to select one or several users.<\/li>\n\n\n\n
  • Case Mgt Area <\/strong>\u2013 Leave blank to select all areas, or tick to select Workflow, Task, Action or Matter History.<\/li>\n\n\n\n
  • Date Filters<\/strong> \u2013 Enter an optional date range here.<\/li>\n\n\n\n
  • Grouping<\/strong> \u2013 choose an optional grouping here. The report can be grouped by Fee Earner, Work Type, User, Case Management Area or Action Type.<\/li>\n<\/ul>\n\n\n\n

    List of Columns Produced<\/p>\n\n\n\n

      \n
    • Client No<\/li>\n\n\n\n
    • Matter No<\/li>\n\n\n\n
    • Client Name <\/li>\n\n\n\n
    • Matter Description <\/li>\n\n\n\n
    • Type <\/li>\n\n\n\n
    • Action <\/li>\n\n\n\n
    • Details <\/li>\n\n\n\n
    • F\/E <\/li>\n\n\n\n
    • W\/T <\/li>\n\n\n\n
    • Branch<\/li>\n\n\n\n
    • User ID <\/li>\n\n\n\n
    • Entry Date<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      This reports an analysis of Fees according to the time ticked. By default it will show Fees with grouping Fee Earner and Work Type by Period.<\/p>\n","protected":false},"author":30,"featured_media":0,"template":"","categories":[111],"tags":[],"class_list":["post-48005","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-reports-analysis"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nReports: Audit Trail (Case Mgt) - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the Audit Trail (Case Mgt) report\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/audit-trail-case-mgt\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports: Audit Trail (Case Mgt) - 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