When generating a Hold Detail report, you're able to specify the scope for the report:

  1. Enter your search criteria in any of the available fields:

    • Text search: Enter any search terms. The application returns information for retention holds which match these terms.

    • Name: Enter the name of the retention hold.

    • Expiration date: Specify when the hold expires.

    • Authorized by: Select the  icon and select the name of the person who authorized the hold.

  2. Select OK to return to the New Report dialog.

  3. Select OK.