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:
- How to Create an Activities Report for a Matter
- Tutorial - Basic Techniques for Filtering and Sorting Clio Export
Procedure:
- Navigate to the Activities tab
- (optional) Select Time, Expense or All depending on the required information
- (optional) Select a date range, to choose all-time just delete the dates
- (optional) Press Filter
- (optional) Select the required Firm User
- (optional) Press Apply filters
- Click on Export at the bottom of the data table
- Choose an export format
- PDF will create a printable format
- CSV will create a spreadsheet
- Click Export
- Open the file