Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Report on Matter Custom Fields


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


  • Clio Manage


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



Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality