KCS - How To Export Open Matter for the Year

Objective:

  • Exporting Matter Data from Clio 

Environment:

  • Clio Web App 

Additional Information:

  • Ensure that you're in New Clio 

Procedure:

  1. Select Matters 
  2. Select All 
  3. Select Columns
  4. Check off the boxes Matters, Client and Open Date 
  5. Select Export 
  6. Check off the option Export enabled Columns
  7. Select Export 
  8. This will Export the data into a CSV, open the file in excel, filter the columns, and filter the Open Date column for 2017
     

 

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