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How to Generate a Revenue Report for Open or Closed 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 or Closed Matters
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