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:
- Download Activities Export as a CSV
- Open CSV in Excel
- Click any cell that contains text
- Type CTRL+A to Select All
- Click on Insert on the top ribbon, then click PivotTable
- On the Create PivotTable window, simply click OK
- 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)
- Your screen should look like this:
- And here is the final Report: