Objective:

• Report on which UTBMS codes are being used
• UTBMS / LEDES Report
• Activity Code / Task Code Summary
• Using a PivotTable to create a report

Environment:

• Clio Web App

Additional Information:

For more information on Pivot Tables and Excel, here's a good tutorial to get you started.

Procedure:

1. Download Activities Export as a CSV
2. Open CSV in Excel
3. Click any cell that contains text
4. Type CTRL+A to Select All
5. Click on Insert on the top ribbon, then click PivotTable​
   
   ​
   
   
6. On the Create PivotTable window, simply click OK
   
   
7. On the PivotTable Fields sidebar, drag the following fields to their respective areas:
   • Activity Category → Rows
   • Hours → Values (Sum of Hours)
   • Amount → Values (Sum of Amount)
     
     
8. Your screen should look like this:
   
9. And here is the final Report: