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KCS - How to Report for Custom Fields


  • Create a Matter Report that includes columns for Custom Field data
  • How to create a Matter Export That features Custom Field data


  • Clio Web App
  • Previous Clio

Additional Information:

The Matter Export in New Clio does not currently feature Custom Fields.


  1. Toggle to previous Clio
  2. Click the Matters tab
  3. Click Export
  4. Click the Output Format drop-down menu
  5. Select CSV
  6. Create Export
  7. Open the file in Microsoft Excel
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