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Exports & Reports
The following sections and articles will provide you with instructions on how to export your data from Clio for backup and reporting purposes, including instructions on how to manage your data using Microsoft Excel.
Videos
Getting Started with Clio Exports
Excel Tutorials for Managing your CSV Exports
- How to Cross-Reference / Combine Excel Spreadsheet Data using INDEX/MATCH
- How Do I Export a List of Contacts by Date Added?
- Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel
- Exporting Matter Maildrop Addresses
- Tutorial - Advanced Techniques for Filtering Clio Reports and Exports in Excel
Clio Reports
- Accounts Receivable Aging Report
- Accounts Receivable Report
- Activities Export
- Bank Account Activity Report
- Billing History Report
- Client Activity Report