How to Create an Activities Report for a Matter

Objective:

• Creating an Activity Report for a specific Matter 
• Print all Time and Expense Entries from a Matter in a single file
• View all of a Matter's Billed Entries together

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

1. Open the Matter
2. Click the Activities subtab
3. Optionally: 
   
   • Choose to filter by just Time (Clock Icon) or Expense (Dollar Sign) or All for both
   • Select a date range, to choose all time just delete the Date
   • Enter a search term in the Filter by keyword field
   • Click on Filters to narrow the export by Firm user, Invoice status, Matter, or Category, then click Apply filters
4. Select Export
5. Choose an export format
   • PDF will create a printable format
   • CSV will create a spreadsheet
6. Select Export again 
7. Open the file 

or 

1. Navigate to the Activities tab
2. Select a date range, to choose all time just delete the Date
3. Select Filter 
4. Enter the Matter in the Matter field
   • Make any other filter selections needed (Firm user, Invoice status or Category)
5. Click Apply Filters 
6. Optionally:
   • Choose just Time or Expense or All to include both
   • Enter a search term in the Filter by keyword field
7. Select Export
8. Choose an export format
   • PDF will create a printable format
   • CSV will create a spreadsheet
9. Select Export again 
10. Open the file