Objective:
- How do I Generate a Report That Sorts Matters by Location?
Environment:
- Clio Manage
Additional Information:
Procedure:
- Go to Matters
- Click on Export (Bottom-Middle, of the page)
- 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.