KCS - 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. Choose an export format
    • PDF will create a printable format
    • CSV will create a spreadsheet
  8. Select Export  
  9. Open the file 

 

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