We have enhanced the “Event List” desktop report by adding a new option to group results by Location, allowing clients to conveniently organise events by Location as needed.
We have also updated the “AML Report” with the following additional filtering options, making it easier for clients to track progress and enhance compliance monitoring:
Person Responsible
Primary Person Assisting
Other Person Assisting
2 June 2026
triConvey Desktop App Report updates
We have updated the “Matter – Full List” report by adding a new State filter, allowing you to easily sort and view reports by state.
In addition, we have included full name fields for both the Person Responsible and Person Assisting. These fields are now available in the “Included Columns” filter dropdown.
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22 June 2026
We have enhanced the “Event List” desktop report by adding a new option to group results by Location, allowing clients to conveniently organise events by Location as needed.
We have also updated the “AML Report” with the following additional filtering options, making it easier for clients to track progress and enhance compliance monitoring:
2 June 2026
triConvey Desktop App Report updates
We have updated the “Matter – Full List” report by adding a new State filter, allowing you to easily sort and view reports by state.
In addition, we have included full name fields for both the Person Responsible and Person Assisting. These fields are now available in the “Included Columns” filter dropdown.
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