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
   • Make sure Available columns is selected
7. 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