Brief Description
This report shows a list of steps by matter type and their associated tasks, documents, notifications, participants, related matters, and data fields.
Use Cases
This report will help you understand what has been configured for each step the user works through as they complete a matter.
Finding and Using the Report
- In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
- In the General section, click Step List Report. The report is displayed.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
- Matter Type: Choose the matter type for which you want to see all steps. (This drop-down list appears near the top-right corner of the page.)
Report Output
Each step in the workflow is displayed and lists the different categories of information that can be associated with the step, along with subcategories for applicable details. Categories for each step include:
- Tasks, which lists information about tasks are assigned with this step.
- Documents, which lists any documents that will be generated with the step.
- Notifications, which lists details about any automatic emails sent on a given step.
- Participants, which lists the participants that can be designated or edited on that given step.
- Related Actions, which lists the related matter types that a user will be prompted to or required to create on the given step.
- Data Fields, which lists each data field that can edited on the given step. The first bullet displays the name of the fields' data collection.
Updated