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Reporting & Analytics

The categories and sections below contain articles and resources to help you analyse and report on all your information in Clio.  

Getting Started with Reporting & Analytics. 

The articles below are a great place to get started working with your information in Clio.

Exporting your Information from Clio  ... 

Getting Started: Generating Reports  ... 

Overview of the Firm Feed  ... 


Exports & Reports

Getting Started with Clio Exports >

Excel Tutorials for Managing your CSV Exports >

Clio Reports >

Practice Performance & Firm Feed

Practice Performance >

Clio Firm Feed >