KCS - Can I Create A Report for All of an Attorney's Time?

Objective:

  • Is it possible to export time for a specific Attorney?
  • Create a complete list of Attorney's Time Entries 
  • Activities Report 

Environment:

  • Clio Web App

Additional Information:

You can also generate a similar report for reimbursable expenses by going to the Expenses tab, and following the process for generating an Activities Export. 

Answer:

In order to view the total amount of Time for an Attorney, or any account user you can generate an Activities Report. This report will allow you to filter by billed state (billed or unbilled), Matter, Client or a date range. The following article will walk you through generating the Activities Export.

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