- Want to use the Trust Ledger Report to show balances for all Matters that are Open or Closed
- Clio Manage
- 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.
- Click the Reports tab
- Click on the Trust Ledger report
- Make sure the box Show clients with zero balance is checked
- Click Generate Report