- Trust Ledger Reporting on a per Matter basis
- Clio Web App
- Select Reports
- Select Trust Ledger
- Fill out the necessary fields and ensure that CSV is selected for Output Format
- Select Generate Report. The excel file should open.
- Select Sort & Filter. This will create column filters.
- Select the down arrow button next to the header Matter Number.
- Deselect the Matter transactions that you don't wish to see.