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Can I Generate a Historical Work in Progress Report?

Objective:

  • Report on Activities at a certain point in time. 

Environment:

  • Clio Manage

Additional Information:

Answer:

  • No. Specifying a date range using the filter will only include data on the entries as they are today based on their creation/activity date. We cannot report on entries as they existed historically ( i.e 3 months ago). The only current workaround would be to generate a report at regular intervals based on your needs and save it. 
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