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How to Generate a Matters Report

Objective:

  • Run a Matters Report
  • Generate a Report that shows open Matters and Accounts Receivable 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select Reports
  2. Select "Matters" from the list of available Reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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