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How to Create a PivotTable


  • Generate a Custom Report in Excel
  • Manipulate Data in Excel Spreadsheet
  • Create a Pivot Table / PivotTable


  • 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.


  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.


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