The following articles provide you with tips and tricks for creating custom reports from your Clio exports in Microsoft Excel.
- 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