Auditors generate case transaction reports and review case activity from approved case workspaces.

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Permissions

ActionPermission
Generate case reportreports:create
List application reportsreports:list
Download application reportsreports:download
View case activityreports:view_transactions

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Generate a case report

1

Open the case

From Case Review, open an approved assigned case.
2

Open Reports

Click the Reports tab in the case workspace.
3

Generate report

Click Generate report, select the report type, and confirm the case scope.
4

Download

After generation completes, use Download on the report row.
Case report generation creates a transaction summary from transactions filtered to the approved case boundary and period.

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Review case activity

  1. Open an approved case workspace.
  2. Click the Activity tab.
  3. Review case-scoped auditors_log entries.
The Activity tab requires reports:view_transactions.

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Backend writes and reads

ActionBackend data
Generate reportReads scoped audit_interpretation; writes reports
Download reportReads scoped reports
View case activityReads auditors_log filtered by application and case
Successful sensitive actionWrites auditors_log