KCS - How to Generate a Work in Progress Report

Objective:

  • Run a Work in Progress report
  • Run a report that shows:
    • Unbilled activities including activities on Draft/Pending Approval bills. 

Environment:

  • Clio Web App

Additional Information:

For more information on the Work in Progress report, click here

Procedure:

  1. Select Reports from the main navigation menu
  2. Select "Work in Progress" 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

 

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