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What Tracking and Client References are: Tracking is an optional feature available to all users (including Basics) that allows you to create and assign a unique identifier, a Client Reference, to transactions conducted on Delphion. Use Tracking to support chargebacks in legal and consulting firms, to allocate inter-departmental costs, verify expenses for audit activities, or for internal project identification. [back to top] Trails: A trail is a list of all of the activities tracked against a single Client Reference during a Delphion session. Sessions can have multiple trails, although only one trail can be active at a time. [back to top] What items can be tracked: Unlimited and Premier individual credit card subscribers can track any billable Delphion transaction (e.g., Special Order PDFs, Derwent searches, Derwent Record Views and File Histories). Basic users can track single downloads and PDF Express bulk downloads — which are the only billable transactions allowed at this service level. Individual subscribers (Unlimited, Premier or Basic) cannot track elapsed time, search details or Delphion Integrated Views. Time, search details, record views and feature use can all be tracked by users on Delphion group/corporate accounts — find out more. [back to top] Where Client References appear: Client References appear on the Tracking Report you access from the Tracking page. Previously, Client References appeared on your Order Form — the newest Tracking enhancements give you a consolidated Tracking Report instead. [back to top] Accessing Tracking: Once you have logged in, you will see the Tracking Console in the upper right of your screen. This Tracking Console appears on every page of the site while you are logged in.  Click the Select CR button to access the Tracking page, then select or create a Client Reference and begin tracking. [back to top] Tracking: Use the Tracking page to select an existing Client Reference or enter a new one. Click the Start New Trail button to begin tracking.  Once you have started tracking, your transactions will record against the active Client Reference. Click the Select CR button on the Tracking Console to go to the Tracking page to view your current trail. As long as you do not change the Client Reference or click Start New Trail your tracking session will continue. [back to top] Stopping Tracking: Stop tracking by clicking the Stop Tracking button in the Tracking Console. Once tracking is stopped, the Tracking page displays and you will be able to view your last trail. Tracking stops automatically if you select a different (or create a new) Client Reference and click Start New Trail.  [back to top] Tracking Reports: Access Tracking Reports from the Reports button in the upper right of the Tracking screen.  The Tracking Reports page automatically displays the report for the default period — which is the current month. Optionally, you can select another month or request a report covering a full quarter or the entire year. The body of the report shows the Date/Time, Client Reference and Client Charges for a trail. Click the hyperlinked Date/Time entry for the trail you want to review in more detail. The Trail page for the selected trail displays. [back to top] Trail details:  The trail details page displays:
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