Objective:
- How to Filter Time Entries Before Exporting
- How to Filter Expenses Before Exporting
- Narrowing down Activity results before downloading or reviewing
- Narrowing down Time Entry results before downloading or reviewing
- Narrowing down Expense results before downloading or reviewing
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Navigate to the main Activities tab
- Use the date range fields to filter by date
- Select the Filters button on the right hand side for further filtering options
- Select Export after filtering