KCS - How To View a List of your Top Revenue Generating Clients

Objective:

  • Top clients list 

Environment:

  • Clio Web App

Additional Information:

  • You will need to have access to Excel to complete this process 

Procedure:

  1. In Clio, select Reports 
  2. Select Revenue Report 
  3. Update the Select Date Range field to the appropriate dates. For example This Year 
  4. Change the Output Format to CSV 
  5. Select Generate Report and let the Report load. It should open in Excel 
  6. Select Cntrl+A for windows or Command+A for Mac
  7. Select Insert 
  8. Select Pivot Table
  9. New Worksheet should be selected and click OK
  10. On the right-hand sidebar drag, the Client filed to the Rows box 
  11. Locate Collected Time and drag it to the Values box 
  12. Select Home 
  13. Highlight the Sum of Collected Time Column 
  14. Select Conditional Format 
  15. Select Top/Bottom Rules 
  16. Select Top 10 items 
  17. Select OK

 

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