Filter and Export Activities

Firms are busy with multiple activities occurring each day across different attorneys, practice areas, and offices. To make activity management more efficient, activities can be exported out of Clio Manage as CSV or PDF files for reporting purposes.

Filter activities

Activities can be filtered from the main Activities page or by going to a specific matter’s Activities subtab. You can filter by firm user responsible for creating the activities, whether an activity is on a bill, by matter, and by activity category. On the Activities page, you can also insert whole keywords into the Filter by keyword field to search for specific activities. This keyword search functionality will scan for whole words in the description of an activity. It will not search by activity category.

1. Go to Activities or go to a matter’s Activities subtab.
2. Optional: Select All, Time, or Expense in the quick filter, depending on which type of activities you want to view.
3. Optional: Narrow by date range.
   • If you select a date range, this date range will continue to apply until you change it again, regardless of whether you refresh your browser window or exit out of Clio Manage
4. Click Filters, select your filters, and click Apply filters.

Export and print activities 

You can export your activities by using filters in the main Activities page or by going to a matter’s Activities subtab. You have the option to export time and expense entries together or separately. You can also export all of your activities in bulk from Clio's Exports page. Learn more here.

1. Go to Activities or go to a matter’s Activities subtab.
2. Optional: Select All, Time, or Expense in the quick filter.
3. Optional: Narrow by date range.
4. Click Filters, select your filters, and click Apply filters.
5. Scroll to the bottom of the page and click Export.
6. Choose PDF or CSV and click Export.
7. Optional: print the export.