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CoCounsel Legal
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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Future of professionals report 2025
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Create an administrative report
Follow these steps to create an administrative report in Engagement Manager.
note
- The Export option creates a Microsoft Excel file that isn't linked to Engagement Manager data.
- UseSave Asto save a copy of a system report format.
- System type administrative reports can't be deleted, user type reports can.
- In Engagement Manager, select
Setup, thenReports. - Select the report you'd like to create.
- Make any changes you'd like to the report options.
- SelectView.
The report opens in a new tab where you can refresh, print, or export the report.
This article applies to:
- PRODUCT: Engagement Manager
- Subject: Reports