KCS - How to Generate a Report with a Date Range

Objective:

  • Clio Reports for Date Range
  • Create Reports for a period 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Reports tab
  2. Click on the name of the Report you would like to generate
  3. Fill in appropriate filters
  4. Within the Date Range column select an option with the dropdown menu
    *Please Note: if you have a specific Date Range select Custom to input this
  5. Click to Generate

 

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