KCS - How to Report for Custom Fields

Objective:

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

Environment:

  • Clio Web App
  • Previous Clio

Additional Information:

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

Answer:

  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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