Filter and Export Activities

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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.

Tip: Clio Manage offers built-in reports for billing activity and productivity, including a summary of each firm user’s time and expense history. These are great places to view financial insights about your firm to make informed and data-driven decisions. Learn more about reports here.

Filter

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, depending on which type of activities you want to view.
  3. Optional: Narrow by date range.
  4. Click Filters, select your filters, and click Apply filters.
Note: When 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.

 

Export and print

You can export your activities by using the filters option in the main Activities page or by going to a specific 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.

Note: When you export activities in CSV format, the Created at column represents the date the activity was created, and the Updated at column lists when the activity was edited. If you edit an activity but do not save your changes, this metric will not be affected.

  1. Go to Activities or go to a matter’s Activities subtab.
  2. Optional: Select All, Time, or Expense.
  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.

 

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