KCS - Is There a Report That Shows Just Time Billed for My Matters?

Objective:

  • Report that separates time, disbursements/expenses, and tax
  • Time totals for all users on matters with a specific Responsible Attorney

Environment:

  • Clio Web app
  • Excel

Additional Information:

Procedure:

  1. Go to Reports
  2. Select the Revenue Report
  3. Leave All Users selected
  4. Select CSV as the Output Format
  5. Make any other selections as needed
  6. Click Generate Report
  7. Open the file in Excel
  8. Create a Table with the Totals Row in Excel and filter by Responsible Attorney:

    • Hit Ctrl and A simultaneously on your keyboard to select all cells with data
    • Click on the Insert ribbon and select Table
    • In the Create Table window, make sure that 'My table has headers' is checked, then click OK
    • Right-click anywhere in the table and choose Table Totals Row
    • Scroll down to the Totals Row and select Sum for Billed Time (J)
    • Click into the dropdown for Responsible Attorney (F) and select your name
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