Objective:
- Clio Reports for Date Range
- Create Reports for a period
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Navigate to the Reports tab
- Click on the name of the Report you would like to generate
- Fill in appropriate filters
- Within the Date Range column select an option with the dropdown menu
Note: if you have a specific Date Range select Custom to input this - Click to Generate
