KCS - Can I View the Detailed Annual Report from Last Year?

Objective:

  • How Can I See Dashboard Totals from 2017?

Environment:

  • Clio Web App

Additional Information:

Note that totals from the Activities page will include Time added to Non-billable Matters as well as entries not linked with a Matter. 

Answer:

The Dashboard only displays figures from the current calendar year. As the Detailed Annual Report is based on your total time entered, as a workaround we recommend filtering the Activities page to determine those totals: 

  1. Select Activities
  2. Click on Time
  3. Enter a start and end date or select a date range from the dropdown menu 
    • For monthly totals, it would be necessary to filter separately for each date range 
Totals will be displayed at the bottom of the page, reflecting your filtered selections. You can create an export by clicking on the button at the bottom of the list. 
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