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Sorting matters by created/open/close date.
Sorting matters by created/open/close date.

Run a report on your matters based on a date range.

David S avatar
Written by David S
Updated over a week ago
  1. Click on "Matters" on the top bar.

2) Click on "Choose Columns" and select "Created Date", "Open Date" and/or "Close Date". 

3) Click on the three dots to the right of "Created Date" or whichever date column you'd like to sort by. 


4) Now you can filter your matters by any desired date range by clicking on "Filter".
Note: Make sure to change the first "Is equal to" to "after or equal to", and the second "is equal to" to "before or equal to" before filtering. 

What Happens Now? 

Now you'll see your matter filtered by the create date or any column you applied the filter to. To revert it back to show all, just click on "Clear" in the filter menu. 

Enjoy!

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