Legal Holds Report

The Legal Hold report displays information about the records that are placed on hold. Applying a hold on a record will stop its destruction process.

1. On the Navigation menu, click Reports, then click Record Management Reports.

2. Select Legal Holds Report from the Report list.

   

3. Select a user from the User list to view the report for a specific user or select All Users to view the report for all users.
4. Select a record series from the Record Series list to view the report for a specific record series or select All Record Series to view the report for all record series.
5. Enter the date range that you want to view the report for in the Hold Date boxes.

6. Select the status you want to view the report for from the Status list. The following options are available: 

   • Active Hold:  Record series that are currently on hold.
   • Non-Active Hold: Record series that have been placed on hold, but have had the hold removed.

7. Click Submit.