Objective:
- Top clients list
Environment:
- Clio Manage
Additional Information:
- You will need to have access to Excel to complete this process
Procedure:
- In Clio, select Reports
- Select Revenue Report
- Update the Select Date Range field to the appropriate dates. For example This Year
- Change the Output Format to CSV
- Select Generate Report and let the Report load. It should open in Excel
- Select Cntrl+A for windows or Command+A for Mac
- Select Insert
- Select Pivot Table
- New Worksheet should be selected and click OK
- On the right-hand sidebar drag, the Client filed to the Rows box
- Locate Collected Time and drag it to the Values box
- Select Home
- Highlight the Sum of Collected Time Column
- Select Conditional Format
- Select Top/Bottom Rules
- Select Top 10 items
- Select OK