KCS - 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 Web App

Additional Information:

For more information on the Client Activity Report, click here

Procedure:

  1. Select Reports from the main navigation menu
  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
  5. Click Generate Report

 

Was this article helpful?