2017

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KCS - How To Generate a Report for a Deactivated Invoice

Objective:

  • Generating a Report for a Deactivated user 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select Activities 
  2. Select the Time button 
  3. Remove the dates in the date field or assign a date range 
  4. Select Filter 
  5. Select All User from the field Firm Users
  6. Select Apply Filters 
  7. Select Export 
  8. Select Export again 
  9. Open the file in Excel 
  10. Apply a filter to the entire file 
  11. Highlight the column header with the firm users listed and filter for the deactivated user 
  12. Create a total row at the bottom of the excel file 

 

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