How To View a List of your Top Revenue Generating Users?
Objective:
- See which Users logged the most Time Entries which have been paid
- See which Users logged the most Expenses which have been paid
Environment:
Additional Information:
- You will need to have access to Excel to complete this process
Procedure:
- In Clio, select Activities
- Filter by Firm Users (All Users)
- Update the Date Range field to the appropriate dates. For example: This Year
- Click Export
- Select CSV and All Available Columns
- Select Export, and let file generate
- Open download in Excel
- Select all
- Ctrl+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
- User to the Rows box
- Bill State to the Columns box
- Amount to the Values box, right click and ensure the Value is calculated as a Sum
- On table, select any cell in the Paid column
- Go to Data in the top Excel ribbon and Sort Z>A