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How to Generate a Matters Report

Objective:

  • Run a Matters Report
  • Generate a Report that shows open Matters and Accounts Receivable 
  • Generate a Report that shows Matter Status and Accounts Receivable

Environment:

  • Clio Manage

Additional Information:

  • To Learn More about Matters Report, click here
  • To Learn  About What Information is on a Matter Report, click here

Procedure:

  1. Select Reports
  2. Select "Matters" under the Matters Report header
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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