Legal Holds Report

Legal Holds Reports facilitate the tracking and management of files under legal hold, ensuring preservation of critical data for compliance and legal processes. 

Create a New Report 

• Navigate to Secure & Govern -> Reports -> Audit -> Legal Holds and Click on New Report.
  
  
• Enter the details to create a new report 
  • Report name: Provide a name for the report being created
  • Legal holds: Choose All legal holds (default) or select the specific legal holds
    
  • Date range: Select the date range from the drop down. Last 30 days is the default selection
    
  • Click on the Create button. 
    
• The newly created report is displayed under Reports -> Audit -> Legal Holds in the pending state. It takes a few seconds to generate the report. 
  

Access a Report

1. Navigate to Secure & Govern -> Reports -> Audit -> Legal Holds and click on a report to access it. 
   
2. The report opens with the following details:
   • Date: Date and timeframe 
   • Name: Name of the file
   • Action: Details of the action
   • Legal hold policy: Name of the legal hold policy
   • Content Source: Name of the content source
   • Content Location: Location path of the content
   • Target Domain: Name of the target domain
   • Error: Error encountered, if any

Export a Report

The legal holds report can be exported to the user’s machine in a .xlsx format.

1. Access a report and click on the Export icon at the top-right. 
   
2. Alternatively, navigate to Reports -> Audit -> Legal Holds. Click on the three dots -> Export. 
   

Delete a Report

1. Navigate to Reports -> Audit -> Legal Holds. Click on the three dots -> Delete. 
   
2. Click on Delete to confirm.