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How to Run a Report to Include Corporate Client Information

Objective:

  • Can I generate a report on company clients email address'
  • How can I export a report to display all emails of corporate clients
  • How do I product a CVS or PDF file with all client information

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select the Contacts tab on the black bar
  2. Click on the Filters drop down menu
  3. Under Contact Category select Company
  4. Under Contact Type select Client
  5. Apply Filters
  6. Select Export located at the bottom of the page
  7. Select which format you require
  8. Select Export

 

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