2017

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KCS - How to Create a Report for Billed Time Entries

Objective:

  • Reporting for Billed Time Entries for a specific Matter 
  • I'm trying to print out a cumulative Bill belonging to a client 

Environment:

  • Clio Web App
  • Activities 

Additional Information:

  • The following directions are for a specific Matter for Billed Time 

Procedure:

1. Select Activities 
2. Select Filter 
3. Select All Users in the User field 
4. Uncheck the box Filter Dates 
5. Enter in the Matter name in the Matter Field 
6. Select Billed in the Status field 
7. Select Search 
8. Select Export 
9. Select Export pages 
10. Select the Output Format 
11. Select Create Export  
12. Select Download 

 

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