Files

File Plan Summary Report

A listing of matching file parts grouped according to their file part hierarchy within the file plan.

Document Index Report

A listing of 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).

File Part Disposition Eligibility Report

A listing of file parts that are eligible for a given event type as of a given date.

Precalculated File Part Disposition Eligibility Report

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

File Part Audit Report

A listing of file part audit history activity for a given time range.

File Part Statistics

A listing of number of activities on file parts by user, for a given date range.

Client Audit History Report

A listing of audit history activity for matching client and a time range.

Matter Audit History Report

A listing of audit history activity for matching matters and a time range.

Client Summary

A listing of matching client.

Client Summary with Matters

A listing of matching matters grouped by client.

Vital Record Review Report

A listing of file parts marked as vital records, and which are eligible to be reviewed according to their last review date.

Cutoff Eligibility Report

A listing of file parts that are eligible for cutoff for a given period and date.

Labels

File Part Labels (Ordered)

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's limited to items of a media type of jackets and inserts.

Boxes

A sample box label aimed at printing simple box ID labels appropriate for off-site filing.

Locations

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

Users

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

Boxes

Box Detail Report

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

Box Audit Report

A listing of audit history activity for matching boxes and a time range.

Box Statistics Report

A listing of number of activities on boxes by user, for a given date range.

Box Disposition Eligibility Report

A listing of boxes that are eligible for a given event type as of a given date.

Precalculated Box Disposition Eligibility Report

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

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 Disposition Eligibility Detail Report

A listing of boxes along with all of their file part contents that are eligible for a given event

type as of a given date.

Requests

Pick List by Location and User

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

Locations

Location Report

A listing of all matching locations.

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.

Hold Summary Report

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

Hold Detail Report

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

Retention Event Listing Report

A listing of all matching retention events, along with the schedules that use them.

Processing Errors

A listing of electronic records that encountered errors when processing disposition actions on them.

Event Type Listing

A listing of all matching event types.