Objective:
- Generate a CSV export for my Matters that includes Custom Fields
- See Custom Field data across multiple Matters in a spreadsheet
Environment:
- Clio Web App
- New Clio Experience
Additional Information:
Custom Field columns are only available in the New Clio Experience
Procedure:
To Report on Specific Custom Fields:
- Click Matters on the left navigation bar
- Click Columns
- Select up to five custom fields to display
- Click Update columns
- Click Export
- Select CSV
- Make sure Available columns is selected
- Click Export
To Report on All Custom Fields:
- Go to https://app.clio.com/export (U.S.) or https://eu.app.clio.com/nc/#/ (EU)
- Click on Excel ready CSV beside Matters