KCS - Accounts Receivable Reports Not Grouping Results By Attorney when Generating as a CSV

Issue:

  • Accounts Receivable report CSV does group results as per selected Group Results By option

Environment:

  • Clio Web App

Additional Information:

n/a 

Cause:

When Clio generates a CSV file for this report the report inadvertently is always sorted by Client

Workaround:

Either:

  • Download the report as a CSV then sort by the appropriate column
  • Run the report as a PDF 

 

 

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