Objective:
- Run a Client Activity Report
- Run a report that shows:
- a Clients' billed and unbilled Service and Expense items
Environment:
- Clio Manage
Additional Information:
For more information on the Client Activity Report, click here
Procedure:
- Navigate to the main Reports tab
- Select Client Activity from the list of available Reports
- Select the appropriate report options based on the criteria you would like to report on
- Select the Output Format (PDF, CSV or Web)
- Click Generate Report