KCS - How Do I Print Reports?

Objective:

  • Print Reports
  • PDF
  • Web
  • Billing Report
  • Client Report
  • Matter Report
  • Productivity Report
  • Task Report
  • Revenue Report
  • Activities Report

Environment:

  • Clio Web App

Additional Information:

  • For further information on Reports, please see the following" Clio Reports 

Procedure:

  1. Navigate to the Reports tab in the black global menu bar
  2. Choose required Report
  3. Enter relevant criteria
  4. In the bottom field, Output Format choose PDF (text) for a clear printable format
  5. Once the file has downloaded to your computer open it and use your normal print process

 

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