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:

1. Open your CSV Report in Microsoft Excel
2. Highlight all your data (Click a non-empty cell, hit CTRL+A / COMMAND+A)
3. On the top ribbon, click on Insert > PivotTable
4. Click OK to create the PivotTable in a new Worksheet.
5. 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.