Objective:
- How do I generate a report that sorts Matters by Location?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Matters
- Click on Export
- Change Output Format to CSV
- Click Export
- Open the Excel spreadsheet and sort the Matter Location column
or
You could create a Custom field for Location, and you're able to sort Matters by Custom Fields in Clio.