This article may be out of date!
Visit the New Knowledge Center

How Do I Generate a Report of Matters Closed in A Given Month?

Objective:

  • To see how many Matters were closed in a particular time range.

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

1. Click on the Matters tab in the black bar > Closed > Export
2. Choose to export the data in a CSV > Export
3. Open the file in Excel.
4. Sort/Filter the file by column N (Close Date)

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality