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KLERQ Knowledge Base

Export matters

Overview

Section titled “Overview”

Exporting produces a spreadsheet of your matters — useful for reporting to partners, reconciling against a practice management system, or working through a data-cleanup exercise offline.

The export reflects the filters applied to the list, so filter first and export second if you want a subset rather than everything.

Steps

Section titled “Steps”
  1. In the left menu bar, click Matters under the Database heading.

Step 1

  1. Apply any filters you want the export to respect, then open the export page.

Step 2

  1. Click Export to download the spreadsheet.

Step 3

Section titled “Related”