In the Cases dashboard,
Click anywhere on a case row to navigate to the case details page. The list of matters under the case are displayed, by default. Click the Timeline tab.
Alternatively,In the case row, select
> Timeline. The timeline displays, showing you the sequence of updates and changes to the case, in chronological order, filtered to the latest 90 days' changes.
TIP: You have the option to further filter the results in the change record based on the user who effected the changes, category (details, security, staffing, matters, client groups, conflicted users and opposing clients), or to adjust the time range from the default 90 days.
You can also download the timeline of activity performed on the case. Select Download Report. The entire activity sequence in 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.
Emailing a timeline report
You can also email a copy of the timeline report to yourself.
Select Email Report.
Choose PDF or Excel as the format.
The report reflects whatever filters are currently applied to the timeline—a filter is auto-applied by default, and you can narrow the date range or apply other relevant filters before emailing. The report is sent to the email address on your own iManage SPM user record; there's no option to send it to another address.
NOTE: Very large reports—for example, over 50,000 entries—may fail to generate. If this happens, you'll see a message stating that the file is too large. Try narrowing the date range or applying other relevant filters to reduce the report size.