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Can I Export the Billable Clients Screen?

Objective:

  • Can I download the Billable Clients screen in a printable format?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. However, you can print screens individually by going to File > Print on your web browser. For details on how to download a PDF of the Print screen, please see below:

Mac: 

  1. Press Control P on a PC or Command P on a Mac to bring up the Print screen
  2. Click Open PDF in Preview
  3. Click File
  4. Click Save

Alternately, you can run the Revenue Report in CSV format, and delete all columns you don't need as this report shows both the Matters and columns for Unbilled Time.

 

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