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KCS - How Do I Save An Accounts Receivable Report?

Objective:

  • Download Accounts Receivable
  • Save AR Report
  • Generate and save Accounts Receivable Report

Environment:

  • Clio Web App

Additional Information:

The PDF and CSV Output Formats will create reports that are downloaded and saved to your computer. PDFs are cleanly formatted for printing whereas CSVs can be opened and edited in a spreadsheet program such as Excel. Depending on your browser settings, the report will either be saved to your default download location or you will be prompted to specify a location (Choose Where a Download is Saved). 

Procedure:

  1. Go to Reports
  2. Choose Accounts Receivable
  3. Make your desired selections 
  4. For Output Format choose PDF or CSV
  5. Click Generate Report
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