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Clearwell report of all custodians on legal hold

Created: 19 Oct 2013 • Updated: 14 Nov 2014 | 3 comments
mtholde's picture
3 Agree
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Status: On Roadmap

I'd like to see a report that lists all users on litigation, by user name.  I would use this report for audit purposes to make sure exchange administrators and corporate records are preserving records for specifi custodians.  Currently, I need to run this report by case and we have over 100 open cases.  It takes too much time to pull this data today.

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HoosierUser's picture

I have a workaround that might work for you.  You can go to the employee list then filter by Hold Notices Does Not Equal 0.   This will show you everyone under all legal holds.  You can export this list, and if should contain your user names, if that is a field you've populated under Unique ID.

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mtholde's picture

Regardless of the filters, the list exported all employees.  In the excel spreadsheet, I was able to filter column U Active Holds to show all lines that do not equal zero and get the data I needed.

Not pretty, but, functional.  I'll submit an enhancement request for the filtering to be included in a future release.

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Ash_Gupta's picture

We are working to enhance the Legal Hold reporting across several usecases. This report is on the roadmap. INTERNAL TRACKING: ESA-40482

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