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How to View Hours Worked For a Specific User By Date?

Objective:

  • Viewing Time Worked day by day 
  • Comparing each day work 

Environment:

  • Clio Manage
  • Excel 

Additional Information:

  • n/a

Procedure:

  1. Select the Activities tab 
  2. Select a date range at the top of the screen
  3. If you'd like to filter for a specific user select Filter on the right hand side, select the Firm User and Apply Filter
  4. Once you applied all the applicable Filters scroll down
  5. Select Export 
  6. Select CSV 
  7. Click Export again 
  8. Open the file in excel
  9. Highlight the data in excel 
  10. Select Insert 
  11. Select Pivot Table 
  12. Select Ok
  13. Check off the box Hours 
  14. Check off the box Date

 

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