Standard Reports are available for the below views:
- Matters and custodians: Review all matters and custodians you have access to.
- Custodian tasks: Identify who has and hasn’t completed their tasks.
- Questionnaire responses: Determine new data sources or custodians to put on hold.
- Active custodians: View all custodians with an active hold.
To view a Standard Report, follow the below steps:
- In the box of the Standard Report you are looking to view, click Download. In the dropdown, select Download CSV or Download XLSX depending on how you want to view the data.
- The download will begin and you will see the below notification appear in the lower left corner.
- The download will complete and you will see the below notification appear in the lower left corner.