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Can You Order the Matter Balance Summary Report Alphabetically?

Question:

  • Can You Sort the Matter Balance Summary Report Alphabetically?
  • Can You Order the Matter Balance Summary Report Alphabetically?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Matter Balance Summary Report, click here

Answer:

No, not at this time. The Matter Balance Summary Report orders the Matter based on the report on the Matter Number. In order to generate this report alphabetically, you will need to save it as a CSV file and sort it using Excel. 

 

To sort Alphabetically on Excel: 

  1. Select the cells in the column you want to sort.
  2. On the Data tab, in the Sort and Filter group, click either A-Z to sort ascending or Z-A to sort descending.
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