Each of Clio's reports and exports are available as a CSV (comma separated values format) which can be opened and manipulated in Micosoft Excel. This article provides a few basic tips for filtering the data in your CSVs to ensure that you get quick access to the values of greatest importance for your reporting needs.
- For steps on how to export your data from Clio, click HERE.
- For more advanced techniques on filtering CSVs in Excel, click HERE.
To begin with a basic column sort in Excel, choose the column you want to organize by; for example, the "Last Name" column on a Contacts export. Click on the column you want to sort and then click on "Sort & Filter" button in the "Home" tab; click "Sort A to Z" from the dropdown menu.
If you see the "Sort Warning" pop up, select "Expand the selection".
Now you will see your contacts are ordered from A-Z via last name.
You can filter out particular rows from the export; for example you can filter out specific practice areas on a Matter export. Click on the column you want to filter and then click on "Sort & Filter" button in the "Home" tab; click "Filter" from the dropdown menu.
You will now be provided with a dropdown arrow located at the top of the column you want to filter by. Click on it to view a list of filter options.
You can then select only the data that you want to see. Leaving an option unchecked will hide the associated rows from your data set.
There may be columns or rows in your .csv that you don't need to see. To remove them from your view, right click on the column or row and choose "Hide".
To expand a column so that cut-off information can be fully viewed, click on the column line divider and drag the column to the left or right to make it bigger:
Hungry for more Excel tips? Continue on to our Advanced Tutorials:
Tutorial - Advanced Techniques for Filtering Clio Reports and Exports in Excel
Tutorial - How to Use a PivotTable to Create Custom Reports in Microsoft Excel
How to Cross-Reference / Combine Excel Spreadsheet Data using INDEX/MATCH
How to Cross Reference Excel Spreadsheet Data Using Vlookup