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
Procedure:
- Open the Matter
- Click the Activities subtab
- 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
- Select Export
- Choose an export format
- PDF will create a printable format
- CSV will create a spreadsheet
- Select Export again
- Open the file
OR:
- Navigate to the Activities tab
- Select a date range, to choose all time just delete the Date
- Select Filter
- Enter the Matter in the Matter field
- Make any other filter selections needed (Firm user, Invoice status or Category)
- Click Apply Filters
- Optionally:
- Choose just Time or Expense or All to include both
- Enter a search term in the Filter by keyword field
- Select Export
- Choose an export format
- PDF will create a printable format
- CSV will create a spreadsheet
- Select Export again
- Open the file