Clio Reports

When reviewing the Reports list in Clio you may wish to see which specific Report will obtain the details of your account you are searching for before you run it. Below each category is broken down with a link to a more expanded article on each Report.

Contents
Billing Reports
Client Reports
Matter Reports
Productivity Reports
Task Reports
Revenue Reports
Activities Export

Reports Comparison Table

Below you will see a high-level representation of what you will find on Reports that deal with billable information.

Reports Accounts
Receivable
Unbilled  Billed  Collected  Taxes  Credit
Notes 
Interest  Individual
Time
Entries
Individual
Expense
Entries
Invoices

Fee Allocation
Report

             
Revenue
Report
       
Originating
Attorney
Revenue
Report
             
Productivity
by User
               
Fee
Allocation
         
Productivity
by Client
                 
Matters                  
Work In
Progress
               
Client
Activity
           
Invoice
Payments
Report
     
Matter
Balance
Summary
               
Billing
History
         
Accounts
Receivable
             
Activities
Export
   ✔          ✔

Billing Reports

Billing reports detail the status of aging receivables, and provide information on amounts billed.

Accounts Receivable Report of outstanding receivables. Clio's Accounts Receivable Report is designed to help firms determine and quantify amounts outstanding on all Open and Past Due invoices on a per-user, per-client and per-matter basis. The report details amounts due on approved outstanding invoices, partial payments made towards those amounts, and credit notes applied to invoices.
Billing History Report of both current and past bills. Clio's Billing History Report is designed to give firms a detailed view of which invoices are Open receivables, which are Past Due receivables, and which invoices have been Paid. This is to provide the attorney a history of invoicing for their clients.
Matter Balance Summary Summary of all open matters with outstanding receivables and work in progress. Clio's Matter Balance Summary Report is designed to give firms a snapshot of how much is outstanding in receivables, how much is work and expense are in progress on a per-matter or per-client basis.
Invoice Payments Report A general ledger of payments made on invoices. Includes corresponding credits on each item of service and expense. Clio's Invoice Payments Report is designed to give firms a detailed view of payments on invoices made towards individual service and expense items and the users responsible for those line items. Corresponding Credits/Overpayments will also be displayed.

Client Reports
Client reports list client balances and transaction history, along with both current and past billable activity.

Client Activity Summary of billable client activity. Clio's Client Activity Report is designed to give firms a snapshot view of Billed and Unbilled Service and Expense items under your clients' matters.
Client Ledger Detailed report of all Client balances. Clio's Client Ledger Report is designed to give firms a detailed view of your client's transactions which include payments, payment sources, and transfers, which matter and invoice they pertain to, and a total of the funds applied. 
Trust Ledger Detailed report of Client and Matter trust balances. Clio's Trust Ledger Report is designed to give firms a detailed view of clients' and matters' transactions across Clio specifically within Trust accounts.
Trust Listing Summary of Client trust balances. Clio's Trust Listing Report is designed to give firms a summary view of clients' Trust balances across accounts.
Work In Progress Ongoing/unbilled Client activity. Clio's Work In Progress Report (WIP) is designed to give firms a detailed view of unbilled activities including activities on Draft/Pending Approval bills.
Bank Account Activity Report of financial transactions. Clio's Bank Account Activity Report is designed to give firms a detailed view of transactions that have been logged within a specific account. 

Matter Reports
Matter reports provide details on contact information, accounts receivable, and other details.

Matters Listing of matters, status, and accounts receivable. Clio's Matters Report is designed to give firms a quick breakdown of certain information on Matters, such as the name, description, status, and the Accounts Receivable.
Matters by Responsible Attorney Listing of matters grouped by responsible attorney. Clio's Matters by Responsible Attorney Report is designed to give firms a quick breakdown of certain information on Matters, such as the name, description, status, and the Accounts Receivable. 
Contact Information Listing of matters with client contact information. Clio's Contact Information Report is designed to give firms a quick breakdown which clients are attached to which matters with basic contact information such as the primary phone number and primary email address. This is based on client contact information.

Productivity Reports
Productivity reports provide an analysis of billable productivity and client value.

Productivity by Client Summary of billable client activity. 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.
Productivity by User User summary of billing performance. Clio's Productivity by User Report (Lawyer 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.

Task Reports
Task reports provide a detailed summary of the firm's tasks. Task reports are only available to Elite subscribers.

Task Progress by User Summary of Task progress by status Clio's Task Progress by User report is designed to give firms a quick snapshot of the firm's Tasks, broken down by status.
Task Productivity by User Summary of User Tasks by upcoming, overdue, and completed Clio's Task Productivity by User report is designed to give firms a quick breakdown of how many upcoming, overdue, and complete tasks each User has.

Revenue Reports

Revenue reports detail your firm's unbilled, billed, and collected amounts across each user and each client in your account.

Revenue Report Summary of unbilled, billed, and collected amounts. Clio's Revenue Report is designed to help firms visualize and quantify key performance metrics on a per-user, per-client and per-matter basis. The report details hours, fees, and taxes in terms of unbilled, billed and collected amounts and facilitates measuring work-in-progress, accounts receivable and recovery rates.
Originating Attorney Revenue Summary of collected amounts by originating attorney.

Clio's Originating Attorney Revenue Report (Origination Report) is designed to help firms visualize and quantify how much income each attorney in the firm has brought in.

The Originating Attorney Report is only available to Elite subscribers.

Fee Allocation Report Breakdown of users' contributions to invoices.

Clio's Fee Allocation Report gives firms a detailed view of the time and expenses each user has billed on an invoice. This can be used to determine proportional payment for each attorney working on a Matter.

The Fee Allocation Report is only available to Elite subscribers.

Activities Export

The Activities export can be performed for time entries or expense entries and includes all selected users' input entries.

Activities Export Exports Time and Expense Entries in CSV or PDF formats to show details on billable information. Clio's Activties Export is available on the Time Entries page and the Expense Entries page. This Export is used to pull billable information to ensure Attorneys remain productive, and give a detailed view into which items have been billed, and which are yet to be billed. Additional filters can be applied.