Objective:
- Generate a Custom Report in Excel
- Manipulate Data in Excel Spreadsheet
- Create a Pivot Table / PivotTable
Environment:
- Clio Manage
- Microsoft Excel
Additional Information:
In order to create a PivotTable, you must first generate the reports you need from Clio in CSV format. Click here for more information on how to generate CSV Reports.
Procedure:
- Open your CSV Report in Microsoft Excel
- Highlight all your data (Click a non-empty cell, hit CTRL+A / COMMAND+A)
- On the top ribbon, click on Insert > PivotTable
- Click OK to create the PivotTable in a new Worksheet.
- Start building your custom report using the PivotTable Fields panel.
- For more information on how to select your fields, click here for the Advanced Tutorial.