KCS - How do I Create a Matters Export Filtered By Close Date?

Objective:

  • View Matters Closed within a certain date range

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Go to Matters
  2. Select Closed
    • Optionally, make any other filter selections needed
  3. Click Export
  4. Choose CSV
  5. Click Export
  6. Open the spreadsheet in Excel
  7. Select the Close Date column
  8. Select Data
  9. Choose Filter
  10. Select the dates that you wish to include
  11. Click OK
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