Create a Report

Create a Report


After authorizing myFirmData to access your Clio account, users can create a report from their data in Clio, following the instructions below.


  1. Choose Create Report from the Actions Menu at the top of the myFirmData window.



  1. Choose the type of report that you would like to create from the Report Type drop-down at the top-left corner of the myFirmData window.



  1. Choose from the available Report Categories on left side of the screen for the data that you would like to include in your report.



  1. Select the fields to include in your report by clicking on the checkbox next to the field. The fields will be added to the Spreadsheet Builder below as fields are selected. 

NOTE: Fields may be relocated in the Spreadsheet builder area by dragging and dropping the fields from one place to another. To remove fields, choose the X to the left of the field in the Spreadsheet builder.

  1. When you are satisfied with the report, you can choose one of the following options:
  1. Save – Choose Save to save the report to the Saved Reports area.
  2. Preview – Choose Preview to preview the report in a separate tab.
  3. Clear – Choose Clear to clear the data in the Spreadsheet Builder. 




Preview a Report

By choosing the Preview button, at the bottom of the screen, you can see a preview of your report. 

  1. Choose the Preview button to display the report.   



  1. A separate tab window appear indicating the report has been created.


  1. Then, you can choose to export the report in .CSV, Excel or PDF format or you can choose to print or email the report.



  1. Choose which format you need for your report. Choose Export Options. You will be given the opportunity to save the report where you would like it and change the name of your saved report.




Save a Report

By choosing the Save button, at the bottom of the screen, you can save a copy of your report to use, edit or schedule a report to be run later.

  1. Choose the Save button to save the report.   


  1. The Save Report window will appear. Save the report with a unique name in the Report Title window


  1. If the report name exists, a message will be displayed to choose a new name. 


NOTE: The Report Category defaults to the Report Type that was chosen when the report was created.






    • Related Articles

    • Create a Report

    • Working with Saved Reports

      myFirmData allows you to save reports that you have created so that you can edit them later, or run on- demand. Accessing Your Saved Report Once the report is saved, you can access the saved reports using the Saved Report button at the top of screen. ...

    • Advanced Reporting Using Criteria and Filters

      The Criteria and Filters sections allow you to Sort, Group and further filter your report.   Using Criteria Use the Criteria section to sort, group, organize and add column totals to your report. Click anywhere on the blue Criteria bar to open the ...

    • myFirmData Info Sheet 2022

      Open the attachment to get a special offer on your first three months with myFirmData.

    • Dowloading and installing MyFirmData

      Downloading and installing myFirmData MyFirmData is installed locally on your computer. In order to keep your data secure, users will need to sign into Clio to download and install myFirmData. Navigate to www.myfirmdata.com and choose Download in the ...