Step List Report

In this article:

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

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, go to Reports > Matter 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

• Matter Type: Choose the matter type for which you want to see all steps.

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.