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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
    • 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

 

 

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