Objective:

• What is the order in the Trust Ledger Report?
• How are Transactions ordered in the CSV of the Trust Ledger Report?

Environment:

• Clio Manage

Additional Information:

• By default, the report will generate with the Breakdown Level set to Client. This means that all matters' transactions will display in chronological order and a total Client balance will display. Switching the Breakdown Level to Matter will instead group matters together and show transactions in chronological order. This is in addition to a client balance.

Answer:

Depending on the Breakdown Detail Level chosen when generating the Report, Transactions will be listed in chronological order, grouped by either the Client or Matter.