Training Documentation
Dowloading and installing MyFirmData plus
Downloading and installing myFirmData plus MyFirmData plus is installed locally on your computer. In order to keep your data secure, users will need to sign into Clio to download and install myFirmData lus. Navigate to www.myfirmdata.com and choose ...
myFirmData Delivered Reports
Activities Expenses by Client Report to show Expense items sorted by Client. Expenses by Expense Category Report to show Expense items sorted by Expense Category. Expenses by Matter Report to show Expense items by Matter. Expenses by Timekeeper ...
Dowloading and installing MyFirmData
Downloading and installing myFirmData MyFirmData is installed locally on your computer. In order to keep your data secure, users will need to sign into Clio to download and install myFirmData. Navigate to www.myfirmdata.com and choose Download in the ...
Working with Saved Reports
myFirmData allows you to save reports that you have created so that you can edit them later, or run on- demand. Accessing Your Saved Report Once the report is saved, you can access the saved reports using the Saved Report button at the top of screen. ...
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 ...
Create a Report
After authorizing myFirmData to access your Clio account, users can create a report from their data in Clio, following the instructions below. Choose Create Report from the Actions Menu at the top of the myFirmData window. Choose the type of report ...