Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How do I Create a Matters Export Filtered By Close Date?


  • View Matters Closed within a certain date range


  • Clio Web App

Additional Information:


  1. Go to Matters
  2. Select Closed
    • Optionally, make any other filter selections needed
  3. Click Export
  4. Choose CSV
  5. Click Export
  6. Open the spreadsheet in Excel
  7. Select the Close Date column
  8. Select Data
  9. Choose Filter
  10. Select the dates that you wish to include
  11. Click OK
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality