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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 reviewing

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 datesScreen_Shot_2021-03-25_at_9.41.24_AM.png
    3. (optional) Press Filter
    4. (optional) Select the required Firm User
    5. (optional) Press Apply filters

      Screen_Shot_2021-03-25_at_9.41.58_AM.png
    6. Click on Export at the bottom of the data table
    7. Choose an export format
      • PDF will create a printable format
      • CSV will create a spreadsheet
    8. Click Export
    9. Open the file Screen_Shot_2021-03-25_at_9.45.44_AM.png
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