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KCS - 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 Web App 

Additional Information:

n/a

Procedure:

  1. Open the Matter
  2. Select Activities 
  3. Optionally: 
    • Choose to filter by just Time (Clock Icon) or Expense (Dollar Sign)
    • 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. Select Activities 
  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
    • 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 

 

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