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Exports & Reports
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
Exporting your Information from Clio
Exporting Matter Maildrop Addresses
Exports and Permissions
Exporting Time Entries to PCLaw
Clio to Clio Migration: Moving Data from one Clio Account to Another
Excel Tutorials for Managing your CSV Exports
Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel
Tutorial - Advanced Techniques for Filtering Clio Reports and Exports in Excel
Clio Reports
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Clio Reports
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Getting Started: Generating Reports
Accounts Receivable Report
Activities Report
Aging Receivables Report
Bank Account Activity Report
See all 27 articles
