Compose a universal multi-company legal report

#Page purpose

Generate one governed report bundle across multiple normalized report types, companies, date boundaries and optional workforce filters.

#Before you start

• Sign in as legal leaders, analysts and authorized report authors and confirm WatheeqTech shows /lex/reports/composer; 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

   Select one or more report types and companies, set the date scope, and add employee, task-status or task-type filters only when workforce reporting is included.

2. 2
   Process the right item

   Generate the preview and reconcile section totals, classifications, unassigned-company counts and sample rows with the intended reporting population.

3. 3
   Clear the queue safely

   Export the approved scope as CSV, selected-report Excel, client master register, executive PowerPoint or print-ready PDF while retaining its generation context.

#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.