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