In the Collections dashboard, 

  • Select anywhere on a collection row to navigate to the Collections page.
    Select the Timeline tab. 

    Alternatively, 
  • In the collection row, select  > Timeline.
    The sequence of updates and changes to the collection is presented 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, holds, staffing, conflicted users, matters), 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 of activity performed on the collection. 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.