Objective:
- To determine the steps to print a Report
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Navigate to the Reports tab in the black global menu bar
- Choose Accounts Receivable Report
- Enter relevant criteria
- In the bottom field Output Format choose either .CSV (excel) or .PDF (text)
- Once the file has downloaded to your computer open it and use your normal print process