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Can I Create a Custom Fields Report in Clio?

Objective:

  • Can I generate a Report based off Custom Fields?
  • How do I generate a Custom Fields Report? 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

We don't have a Custom Fields Report at this time. However, you can Export Contacts or Matters as a CSV to have any related Custom Fields shown on the Export. To get all of the relevant columns, at this time the Matter Export will have to be done from previous Clio.

  1. Go to the main Contacts or Matters tab
  2. Click the Export button at the bottom
  3. Under Output Format, select CSV
  4. Click Create Export
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