Box

Box Audit History Report

Lists audit history activity for boxes.

Box

Box Detail Report

A listing of matching boxes, along with all of their file part contents listed in containment (hierarchical) order.

Box

Box Disposition Eligibility Detail Report

Lists boxes that are eligible for a given Event Type as of a given date, and the file plan contents in each box.

Box

Box Disposition Eligibility Report

Lists boxes that are eligible for a given Event Type as of a given date.

Box

Precalculated Box Disposition Eligibility Report

Lists the boxes that are eligible for disposition, based on the last eligibility crawl.

Box

Precalculated Box Disposition Eligibility Detail Report

Lists the boxes that are eligible for disposition, based on the last eligibility crawl, and the file plan contents in each box.

Box

Box Statistics Report

Lists counts of activities on boxes by user, for a given date range.

Files

Matter Audit History Report

Lists audit history activity for matters.

Files

Cutoff Eligibility Report

Lists file parts that are eligible for cutoff for a given period and date.

Files

Document Index Report

Lists the contents of a document binder, such as a "Closing Bible" or "Pleadings Index". The binder must exist at level 1, and the documents at level 2, below the matter (customizable within the report).

Files

File Part Audit History Report

Lists file parts audit history activity for file parts.

Files

File Part Disposition Eligibility Report

Lists file part that are eligible for a given Event Type as of a given date.

Files

File Part Statistics Report

Lists counts of activities on file parts by user, for a given date range.

Files

File Plan Summary Report

Lists matching file parts, grouped according to their file part containment within the file plan.

Files

History Report

Lists audit history activity for client.

Files

Client Summary Report

Lists matching client.

Files

Client/Matter Summary Report

Lists matching matters, grouped by client.

Files

Precalculated File part Disposition Eligibility Report

Lists the file parts that are eligible for disposition, based on the last eligibility crawl.

Files

Vital Record View Report

Lists file parts marked as vital records, which are due to be reviewed according to their last review date.

Labels

Box Labels

A sample box label, aimed at printing simple box ID labels appropriate for offsite filing.

Labels

File Part Labels

A sample set of file part labels, aimed at jackets and inserts. This report is organized in container order, with a jacket followed by all of its inserts. It is limited to items of a Media Type of jackets and inserts.

Labels

Location Labels

A sample location label, for placement near a location for circulation processing.

Labels

User Labels

A sample user label, for placement near a user's typical work location for circulation processing.

Locations

Location Listing Report

Lists all locations.

Locations

Page Header Template

This sub-report is used as the page header in most of the default reports.

Policy

Errors

Lists Work documents that the policy service is unable to process as requested.

Policy

Event Type Listing

Lists event types with scannable barcodes for use with disposition processing.

Policy

File Plan Holds Detail Report

A listing of all holds that are applied for matching client, matters, and file parts.

Policy

Holds Summary Report

A listing of matching holds, along with all items placed on hold for that item.

Policy

File Plan Hold Detail SubReport

Lists file plan items affected by a hold in the Holds Summary Report.

Policy

Retention Event Listing Report

A listing of all matching retention events, along with the schedules in which they're included.

Policy

Retention Policy Report

A listing of all matching schedules, along with the events that appear in that schedule. Appropriate for comparison against a corporate records policy.

Requests

Pick List by Location and User

Lists requested files in a format appropriate for retrieval of files and delivery to users.