Objective:

• Generate a list of new clients entered into Clio
• List of contacts entered this month
• Contact List by Date Range

Environment:

• Clio Manage

Additional Information:

Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel

Quick start: Filter data by using an AutoFilter

Procedure:

Downloading the CSV File

1. Export your Contacts List as a CSV Spreadsheet
   • This can be done as a high-level export (via the Exports page) or by clicking the "Export" button at the bottom of the Contacts page, selecting CSV, then Available Columns.
2. Open the CSV file in Excel.
3. Select the whole Table (PC: CTRL+A, Mac: CMD+A)
4. Click Sort and Filter on the ribbon bar at the top-right, and select Filter
5. You should see drop-down arrows appear beside each Column Header.
6. Select the entire column for Contact Created Date or CreatedAt
7. On the "Home" ribbon, select Short Date
   • If this doesn't appear to have an effect on your data, you may need to re-format your "Date" column first. Please continue to the next step below. If it does appear to re-format your "Date" column, skip down to the section below, "Filtering the Report by Date"

 

Re-Formatting the Date Column to allow for easy Sorting/Filtering

This section may or may not be necessary, depending on your computer's
localization / date format settings.

1. Select the entire column for Contact Created Date or CreatedAt
2. On your keyboard, hit CTRL+H (or go to Edit > Find > Replace) to open the Find & Replace window.
3. Under Find what, enter the Time Zone acronym that's used in the report (in this example, it's PST)
4. Under Replace with, keep it entirely blank.
5. Ensure that Match case and Find entire cells only are turned off
6. Click Replace All
7. Then, to ensure the column is properly formatted, while it's still highlighted, go to the Home tab and ensure the column is formatted as a Date.

 

Filtering the Report by Date

[Windows]

1. Click the drop-down menu beside the Contact Created Date or CreatedAt column
2. Select Date Filters 
   • If you don't have this option (or if "Text Filters" appears instead), you'll need to follow the step above to 
3. Enter your desired parameters (such as After, Before, Between, etc)

[Mac]

1. Click the drop-down menu beside the Contact Created Date or CreatedAt column
2. Under "Filters", select the Choose One dropdown menu
3. Enter your desired parameters (such as After, Before, Between, etc)