Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Generate a Revenue Report for Open Matters Only?

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

How to use VLOOKUP in Excel

How to Filter data in Excel

Procedure:

  1. Generate a Revenue Report (for all clients, in CSV format)
  2. Generate a Matter Export (CSV format)
  3. In Microsoft Excel, use a VLOOKUP to add the Status column from the Matter Export to the Revenue Report
  4. Filter the enhanced Revenue Report by Status, showing only Open Matters
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