KCS - How to Filter Activities Before Exporting

Objective:

  • How to Filter Time Entries Before Exporting
  • How to Filter Expenses Before Exporting
  • Narrowing down Activity results before downloading or reviewing
  • Narrowing down Time Entry results before downloading or reviewing
  • Narrowing down Expense results before downloading or reviewing

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

n/a

Procedure:

  1. Navigate to the main Activities tab
  2. Use the date range fields to filter by date
  3. Select the Filters button on the right hand side for further filtering options
  4. Select Export after filtering

 

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