In the Clients dashboard, 

  • Select a client row to navigate to the Matters page. The list of matters under the client are displayed, by default. Select the Timeline tab. 

    Alternatively, 
  • In the client row, select  > Timeline.
    You can view the sequence of updates and change to the client, in chronological order.

NOTE:

You have the option to filter the results in the change record based on the user who affected the changes, category (details, security, staffing, matters, client groups, conflicted users and opposing clients), or the time range within which the changes were effected or by the user who has effected the changes.

You can also download the timeline. Select Download Report. The entire activity sequence in a chronological order is downloaded in .pdf format.

If you want the report in MS Excel format, select  > Download Excel Report.

If the timeline has been filtered, the user is prompted to confirm if the full report should be downloaded or if the filtered report is preferred.