Objective:
- Run a Bank Account Activity report
- Run a report that shows:
- transactions that have been logged within a specific account.
Environment:
- Clio Manage
Additional Information:
For more information on the Bank Account Activity report, click here
Procedure:
- Select Reports from the main navigation menu
- Select "Bank Account 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
- Click Generate Report