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Clio Help Center
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
Exports and Permissions
Excel Tutorials for Managing your CSV Exports
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
See all 27 articles
