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How to Report on Matter Custom Fields

Objective:

  • Generate a CSV export for my Matters that includes Custom Fields
  • See Custom Field data across multiple Matters in a spreadsheet

Environment:

  • Clio Manage

Procedure:

To Report on Specific Custom Fields:

  1. Click Matters on the left navigation bar
  2. Click Columns
  3. Select up to five custom fields to display
  4. Click Update columns
  5. Click Export
  6. Select CSV
  7. Select Visible columns only 
  8. Click Export

To Report on All Custom Fields:

  1. Go to https://app.clio.com/export (U.S.) or https://eu.app.clio.com/nc/#/ (EU)
  2. Click on Excel ready CSV beside Matters
  3. Review the excel file that was downloaded to your computer

 

 

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