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Where is the Location Column Found in the Revenue Report?

Objective:

  • When I create a Revenue Report and save it as a .CSV, there is a column titled Location. What is this column for and where is the data coming from?
  • Can I generate the Revenue Report based on the Location field data?
  • How do I see the Location field information on the Revenue Report?

Environment:

  • Clio Manage

Additional Information:

  • The Location field information will only show on the CSV format of the Revenue Report.
  • You cannot generate the Revenue Report based on the Location field data. To add your vote to this existing Feature Request, please call or chat into our Support team.

Answer:

When you create or edit a Matter, you have the option of specifying the location of this particular Matter. That information is then mapped to the Location column when the Revenue Report is generated as a CSV 'Output Format'.

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