KCS - How Do I Sort Open Matters by Location?

Objective:

  • How do I generate a report that sorts Matters by Location?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Matters
  2. Click on Export
  3. Change Output Format to CSV
  4. Click Export
  5. 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. 

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