Trust / Client Change Log Report

In this article:

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

Brief Description

This report shows a record of administrative changes (e.g., updated contact records, client changes, etc.) to the trust / client account. 

Use Cases

This information can give you insight into how the trust / client account is being managed and by whom. 

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 / Client Account: Choose one or more trust / client accounts you want to report on. 

Report Output

This report includes a detailed list of all administrative changes made to the trust /client account, including the date the change was made, who made the change, what change was made, and matter details.