KCS - How to Report on Contact Custom Fields


  • Generate a CSV export of Contacts that includes Custom Fields


  • Clio Web App

Additional Information:

Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel


  1. Click Contacts 
  2. Click Export
  3. Select Export all or Export pages
  4. Select the Output Format as CSV to create an Excel style spreadsheet
  5. Click Download


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