- Can I customizable Reports
- How do I create custom Reports
- Clio Manage
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.
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: