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How to Export Activities from a Matter

Objective:

  • How Do I Create a CSV with Time Entries from a Matter
  • How Do I Create an Excel Spreadsheet with Time Entries from a Matter
  • How Do I Create a CSV with Expenses from a Matter
  • How Do I Create an Excel Spreadsheet with Expenses from a Matter
  • How Do I Export Time Entries from a Matter
  • How Do I Export Expenses from a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

  1. Go to the Matter
  2. Click the Activities sub-tab
  3. Click the All, Time, or Expenses button
  4. You can select a date range and/or adjust the visible Columns at the top of the list
  5. Click the Export button at the bottom of the page
  6. Select PDF or CSV under Select Export Format
 
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