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When I Run the Trust Ledger Report, it Isn't Showing Me Closed Matters


  • Want to use the Trust Ledger Report to show balances for all Matters that are Open or Closed


  • Clio Manage

Additional Information:

  • n/a


  • The User isn't checking the box that says "Show clients with zero balance." Closed Matters are more likely to have a zero balance which is why they aren't showing up in the report.


  1. Click the Reports tab
  2. Click on the Trust Ledger report
  3. Make sure the box Show clients with zero balance is checked
  4. Click Generate Report


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