How can I Run Reports for a Matter?

Objective:

• Generating Matter reports 
• Docket reporting 
• Case management reporting

Environment:

• Clio Web App 
• Matters 
• Reports 

Additional Information:

n/a

Answer:

• To Report on Tasks belonging to a Matter: Open the Matter, select Tasks & Export
• To Report on Notes belonging to a Matter: Open the Matter, select Notes & Export
• To Report on Calendar Entries belonging to a Matter: Open the Matter, select Calendar Entries & Export
• To view a summary of all open Matters with outstanding receivables and work in progress, generate a Matter Balance Summary Report