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Can I Create a Custom Report?

Objective:

  • Can I customizable Reports
  • How do I create custom Reports

Environment:

  • Clio Manage

Additional Information:

You can filter and export from many pages in Clio (Bills, Contacts, Matters, etc.). This can be useful for generating reports using custom fields, or custom filters.

Answer:

No. However this has been submitted to our Development team for further consideration. You may consider using Excel to create custom reports. Please see below for steps on using Pivot Tables in Excel: 

Tutorial - How to Use a PivotTable to Create Custom Reports in Microsoft Excel

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