Objective:
- Viewing Time Worked day by day
- Comparing each day work
Environment:
- Clio Manage
- Excel
Additional Information:
- n/a
Procedure:
- Select the Activities tab
- Select a date range at the top of the screen
- If you'd like to filter for a specific user select Filter on the right hand side, select the Firm User and Apply Filter
- Once you applied all the applicable Filters scroll down
- Select Export
- Select CSV
- Click Export again
- Open the file in excel
- Highlight the data in excel
- Select Insert
- Select Pivot Table
- Select Ok
- Check off the box Hours
- Check off the box Date