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 timeline displays, showing you the sequence of updates and changes to the collection, 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 collection. 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.