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.

Export hard costs or client advanced costs

Client advanced costs are hard cost expenses that your firm paid on behalf of a client that your firm will later collect from the client. For accounting and compliance purposes, you may need to show the running balance of unpaid hard costs on a general ledger account as an asset. You can find and determine the client advanced cost running balance by following the steps below.

1. Enable hard cost expenses in your settings. Learn more about how to do this here.
2. Go to Activities and select the Expense quick filter.
3. Update the starting and ending date ranges to view all hard costs expenses in a paid state.
   • If you are using Clio Accounting, set the ending date to the date entered for the start date in Clio Accounting. 
4. Scroll to the bottom of the page and click Export.
5. Select CSV and then click Export.
6. Open the CSV file in Excel or another spreadsheet software. Filter out the following:
   • Under the Type column, remove soft cost entries and anything other than HardCostEntry. Only HardCostEntry entries should be remaining.
   • Under the Bill state column, remove Paid entries. Only Unpaid and blank entries should be remaining.
7. To determine the running balance of unpaid costs, separately add up the amounts under the Billable and Non-billable columns, and then subtract the Non-billable total from the Billable total. So, the sum of all Billable amounts - the sum of all Non-billable amounts = the running balance of unpaid costs.
8. If you are using Clio Accounting, enter this value in the opening balances field. If you are not using Clio Accounting, use this value to track the running balance of unpaid costs in your accounting solution of choice.