KCS - 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 Web App

Additional Information:

n/a

Answer:

1. Click on the Bills 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)

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