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How to Print All Transactions For All Clients or For a Specific Client

Objective:

  • How to print all Transactions for all or a specific Client

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

Option 1

  1. Navigate to the Reports tab
  2. Click Client Ledger under Client Reports
  3. Complete the various fields and filters
  4. Choose PDF for all available columns or CSV to be able to edit the columns visible, in Excel
  5. Click Generate Report
  6. Open and print the downloaded file

Option 2

  1. Navigate to the Contact
  2. Click on the Transactions subtab along the top of the Contact
  3. Optional: At the top of the Transactions grid, specify a date range
  4. Scroll to the bottom of the Transactions grid and click Export
  5. Choose PDF for all available columns or CSV to be able to edit the columns visible, in Excel
  6. Print as a PDF or CSV

 

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