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How Do I Export Activities by Matter for a Specific Date Range?

Objective:

  • Exporting Time and Expenses for a Specific Date by Matter
  • Export From Matter Activities tab by Date Range
  • How to export Activities for a specific Date
  • How do I export activities in date order?

Environment:

  • Clio Manage

Additional Information:

If you would like the Activities to be shown in date order, click the Date column header to arrange them by date and then do the Export shown below.

Procedure:

  1. Go to the Matter 
  2. Click on the Activities sub-tab within the Matter
  3. Select Time, Expense  or All, depending on the required information
  4. Select a date range
  5. Press Filter (optional) * Select any additional filters that you require and click Apply filters *
  6. Click on Export at the bottom of the data table
  7. Choose an export format
    • PDF will create a printable format
    • CSV will create a spreadsheet
  8. Click Export
  9. Open the file

 

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