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How To Generate a Trust Ledger Report and Filter by Matter Number


  • Trust Ledger Reporting on a per Matter basis 


  • Clio Manage
  • Excel 

Additional Information:



  1. Select Reports 
  2. Select Trust Ledger 
  3. Fill out the necessary fields and ensure that CSV is selected for Output Format 
  4. Select Generate Report. The excel file should open. 
  5. Select Sort & Filter. This will create column filters. 
  6. Select the down arrow button next to the header Matter Number
  7. Deselect the Matter transactions that you don't wish to see. 


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