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KCS - 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 Web App
  • New Clio Experience

Additional Information:

Custom Field columns are only available in the New Clio Experience


  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. Make sure Export enabled columns is selected
  7. Click Export



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