Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

How to Generate a Client Activity Report

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:

  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