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What's the difference between exporting Matters as a CSV with "Available columns" versus "Visible columns only"?

Objective:

  • Understand what columns will appear in a Matters CSV export from Clio
  • Generate a concise Matter export without all the columns of data

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

A CSV export of available columns included all default columns and all custom fields.

A CSV export of visible columns only includes only the columns visible on the screen. You can choose which columns are displayed by using the Columns button above the Matters list.

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