Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Generate a Client Activity Report


  • Run a Client Activity Report
  • Run a report that shows:
    • a Clients' billed and unbilled Service and Expense items


  • Clio Manage

Additional Information:

For more information on the Client Activity Report, click here


  1. Navigate to the main Reports tab
  2. Select Client Activity from the list of available Reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format (PDF, CSV or Web)
  5. Click Generate Report


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality