KCS - How To Export Open Matter for the Year


  • Exporting Matter Data from Clio 


  • Clio Web App 

Additional Information:

  • Ensure that you're in New Clio 


  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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