KCS - How To Generate a Trust Ledger Report by Matter

Objective:

  • Trust Ledger Reporting on a per Matter basis 

Environment:

  • Clio Web App
  • Excel 

Additional Information:

n/a

Procedure:

  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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