Clio's Productivity by Client Report (Client Productivity Report) is designed to give firms a quick breakdown of how much has been billed towards specific clients, and the percentage billed each client represents.
To generate the Report, first click on the Reports tab at the upper right of your page in the black ribbon. Then, scroll to the Productivity Reports section of Reports, and select Productivity by Client.
Within the Report Options page you have several settings you can choose from to get the information you require on your report:
- Select Clients: Choose to generate this report built for one client, or all clients.
- Select Practice Area: You have the ability to limit the results on your generated Report to a specific Practice Area, or by default you can select to display all Practice Areas. Do note that if you select to report on a single Practice Area, that all matters you wish to display under your clients will have to have the Practice Area assigned to it. More on Practice Areas can be read on our Managing Practice Areas Support Article.
- Select Date Range: Restricting your report to a specific date range will give you a historical representation of the data. For example, if your January invoices were in draft until February, running the report for January and February together will reflect the amounts billed on those invoices. However, if you select to generate your report just on the month of January, it will not represent the dollar amounts billed to your client due to the time not yet being on an approved invoices within the month of January. This is a historical representation of your data.
- Select Report Format: You can generate this report in PDF, .CSV, or Web version. The PDF and .CSV are downloadable files, whereas the Web version will only display in your browser. The advantage of a Web format is that it will include hyperlinks to the source of the records on your report.
The generated Productivity by Client Report will display your clients' billed amounts and the percentage of the total report that each client represents. Billed amounts on this report are any time entries, and expense entries, and product entries (combined) that have been placed on any approved or approved paid invoices.
This report can also be generated in a .CSV format. This can be useful if you wish to further filter your report.
The Amount column will reflect the dollar amount attached to all time entries, expense entries, and product entries that have been place on approved, or approved paid, invoices. If a Date Range restriction is applied, the dollar amounts under the Amount column will reflect a historical representation and could fluctuate.
If my matter is non-billable, will it still display on this report?
If your matter has been selected as non-billable this will mean that you cannot generate a new invoice for this matter from the Billable Clients page from the Bills tab. Your matter will display regardless of whether or not the matter is currently set as billable.
What if I only want to manipulate the data in this Report?
When generating a Report in a .CSV format you can have additional options for manipulation as sorting, or removing certain columns or rows. For more information on manipulating .CSV, please see our Support Article on How to Filter and Sort Exports in Excel.
What if I want to see these results in a non-historical Report?
In order to see Unbilled and Billed records in a non-historical Report, you will want to separately generate the Activities Report. Steps can be seen in our Acticities Report Support Article.