Build a governed legal report

#Page purpose

Compose a filtered legal report from supported datasets, fields, grouping and output controls while preserving scope.

#Before you start

• Sign in as legal analysts, managers and authorized report authors and confirm WatheeqTech shows /lex/reports/builder; hidden controls indicate that your account lacks the required permission.
• Know the organization scope, status and urgency of the work you need to find before applying filters or saved views.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Prioritize the work

   Choose the supported legal dataset and select only the fields, date range and organization scope needed for the report purpose.

2. 2
   Process the right item

   Preview totals and sample rows, then adjust filters, grouping and sorting until the result matches the intended population.

3. 3
   Clear the queue safely

   Export or save the configuration when permitted and retain the report scope, requester and generation time with shared evidence.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.