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How Do I Export Time and Expense Entries?

Objective:

  • How to export an Attorney's Time
  • How to Create an Activities Report to Show all Entries?
  • How to export Activities
  • How to export time entries
  • How to export Expenses
  • How to Filter Time Entries Before Exporting
  • How to Filter Expenses Before Exporting
  • Narrowing down Activity results before downloading or reviewing
  • Narrowing down Time Entry results before downloading or reviewing
  • Narrowing down Expense results before downloading or rev

Environment:

  • Clio Manage

Additional Information:

For further information, please see:

Procedure:

  1. Navigate to the Activities tab
    1. (optional) Select Time, Expense or All depending on the required information
    2. (optional) Select a date range, to choose all-time just delete the dates
    3. (optional) Press Filter
    4. (optional) Select the required Firm User
    5. (optional) Press Apply filters
  2. Click on Export at the bottom of the data table
  3. Choose an export format
    • PDF will create a printable format
    • CSV will create a spreadsheet
  4. Click Export
  5. Open the file 

 

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