Trust / Client Account Audit Log Report

In this article

• Brief Description
• Use Cases
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description

This report shows the audit trail on all configured trust / client accounts. It lists a summary of each operation, the user that performed the audit, the assigned matter/client, and date. You can generate the report across multiple accounts and for a custom date range. 

Use Cases

This report helps you meet trust / client account compliance regulations. These records can be used to see who did what in the trust / client accounts.

Finding and Using the Report

In Actionstep, go to Reports > Trust / Client Acct Reports > General.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• Period: Choose the timeframe for the report. You can click the drop-down and choose some pre-defined periods, or select Custom period and enter your own date range. Review and / or enter your dates in the accompanying date fields.  
• Trust account: Choose one or more trust / client accounts you want included in the report.  

Report Output

• Audit No.: Shows the audit number. 
• Date: Shows the date of the interaction with the trust / client account. 
• Participant: Shows the name of the participant who interacted with the trust / client account. You can click the name to view that participant's contact record. 
• Client /  Matter / Matter Name: Shows the client name, matter number, and matter name associated with the transaction. You can click the link to view the matter itself. 
• Operation / Summary / Reference: Shows the details about the transaction.