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How do I Export Time and Expense Activities Per User?

Objective:

  • Export Time Entries 
  • Export Expense Entries
  • How to export an Attorney's Time
  • Activities 
  • Firm User
  • Filter

Environment:

  • Clio Web App

Additional Information:

For further information, please see:

Procedure:

  1. Select Activities 
  2. Select Time or Expense depending on the required information
  3. Select a date range, to choose all time just delete the Date
  4. Press Filter
  5. Select the required Firm User
  6. Press Apply filters
  7. Click on Export at the bottom of the data table
  8. Choose an export format
    • PDF will create a printable format
    • CSV will create a spreadsheet
  9. Click Export
  10. Open the file 

 

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