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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. Click Contacts 
  2. Click Columns
  3. Select up to five custom fields to display
  4. Click Update columns
  5. Click Export
  6. Select CSV
  7. Select Visible Columns only 
  8. Click Export

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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