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How to Report on Contact Custom Fields

Objective:

  • Generate a CSV export for my Contacts that includes Custom Fields
  • See Custom Field data across multiple Contacts in a spreadsheet

Environment:

  • Clio Manage

Additional Information:

Procedure:

To Report on Specific Custom Fields:

  1. Go to the main Contacts tab
  2. Click Filters on the top right
  3. Select your Custom Fields that you want to report on
  4. Click Apply Filters
  5. Click Export at the bottom
  6. Export as PDF or CSV

To Report on all Custom Fields:

  1. Go to https://app.clio.com/export (U.S.) or https://eu.app.clio.com/nc/#/ (EU)
  2. Click Excel ready CSV beside Contacts
  3. Review the excel file that was downloaded to your computer

 

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