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Which Report Can I Run Based on Location?

Objective:

  • To find all Matters based on their location
  • To run a Location Report

Environment:

  • Clio Manage

Additional Information:

  • Clio integrates with myFirmData, which allows users to create custom reports using Matter Location data.

Procedure:

  1. Navigate to the Matters tab
  2. Apply any Filters and/or select All, Pending, Open or Closed
  3. Scroll to the bottom and click Export
  4. Choose PDF or CSV (and applicable setting if you want to view all information or the filtered information in the CSV - chose CSV if you want to filter or manipulate the data) 
  5. Export - this will download the file to your computer

 

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