KCS - 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:

  • Clio Web App

Additional Information:

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

Procedure:

  1. In Clio, select Activities 
  2. Filter by Firm Users (All Users)
  3. Update the Date Range field to the appropriate dates. For example: This Year 
  4. Click Export
  5. Select CSV and All Available Columns
  6. Select Export, and let file generate
  7. Open download in Excel 
  8. Select all
    • Ctrl+A for Windows or
    • Command+A for Mac
  9. Select Insert 
  10. Select Pivot Table
  11. New Worksheet should be selected and click OK
  12. On the right-hand sidebar drag
    1. User to the Rows box 
    2. Bill State to the Columns box
    3. Amount to the Values box, right click and ensure the Value is calculated as a Sum
  13. On table, select any cell in the Paid column
  14. Go to Data in the top Excel ribbon and Sort Z>A
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