Advanced Reporting Using Criteria and Filters

Advanced Reporting Using Criteria and Filters


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    • Advanced Reporting Using Criteria and Filters

      The Criteria and Filters sections allow you to Sort, Group and further filter your report.   Using Criteria Use the Criteria section to sort, group, organize and add column totals to your report. Click anywhere on the blue Criteria bar to open the ...
    • Legal Tech Live - Customized Law Firm Reporting for Clio (10/23/18)

    • Release Notes: Version 1.0.0

      myFirmData for Legal Aid was released on December 28, 2023, and included the following additional functionality over our current product: • Multi-User Management: Perfect for teams, allowing you to seamlessly manage billing and access for multiple ...
    • Release Notes: Version 1.5.2

      This release occurred on April 26, 2023 and requires a full download of data. The updates included the following customer requests and bug fixes: We added the new Calendar Event Type fields to the Calendar Category under the Events Type Subcategory. ...
    • Release Notes: Version 1.3.1

      This release occurred on April 6, 2021, and fixed a bug that caused data to be incorrectly excluded from reports when filters included fields where blank values exist.  Filters are now handling blank values correctly.