Participant Details Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

The Participant Details Report displays useful information stored in the contact record of the selected participant. This information includes identifying information, addresses, phone and messaging numbers, personal details, and other miscellaneous information.   

Use Cases 

This report is useful for printing contact information or saving the information to PDF to store in a document system.   

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > Participant.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• Contact: Select a participant/contact against which to run the report.   
• Address: Select this option to display a section with the selected participant's address in the report.   
• Phone & Messaging: Select this option to display the participant's phone and messaging information on the Report Output.  
• Miscellaneous: Select this option to display the participant's miscellaneous information on the Report Output.   
• Personal: Select this option to display the participant's personal information on the Report Output.   

Report Output

• Contact: Shows the contact's name (and ID).    
• Address: Indicates whether the address section is displayed on the report.   
• Phone & Messaging: Indicates whether the Phone & Messaging section is displayed on the report.    
• Miscellaneous: Indicates whether the Miscellaneous section is displayed on the report.    
• Personal: Indicates whether the Personal section is displayed on the report.   
• Individual sections of the report: The report includes the following individual sections:   
  • Identity: Shows the name, participant ID, and type for the participant.    
  • Address: Shows physical and mailing addresses (if applicable) for the participant.   
  • Phone & Messaging: Shows phone numbers and other messaging options.   
  • Miscellaneous: Shows tax numbers, email formats, and message reference.   
  • Personal: Shows identifying details about the participant, such as gender, birth (and optional death) date, employer, marital status, and occupation.