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How Do I See Only Matters Created on a Date Range/Month?

Objective:

- Which report would show only matters generated this month/on a specific date range?

Environment:

  • Clio Manage

Additional Information:

Matter Report

Procedure:

  1. Click on Reports
  2. Scroll down to the Matter Reports section
  3. Click on Matters (report)
  4. Scroll to the bottom and choose the date range from the Select Open Date Range dropdown

 

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