KCS - How to Create an Activities Report to Show all Entries?

Objective:

  • Creating an Activity Report for all Users
  • Export
  • Activity entries
  • CSV
  • PDF

Environment:

  • Clio Web App

Additional Information:

For further information, please see:

    How to Create an Activities Report for a Matter 

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

Procedure:

  1. Select Activities 
  2. Select a date range, to choose all time just delete the Date
  3. Select Export
  4. Choose an export format
    • PDF will create a printable format
    • CSV will create a spreadsheet
  5. Select Export again 
  6. Open the file 

 

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