- 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.
- For more information on how to get the report information you need that isn't in Clio click HERE
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: