- Productivity Report by Client based on Revenue, not billed
- Clio Manage
A Productivity by Client Report gives firms a quick breakdown of how much has been billed towards specific clients. In order to visualize how much has been received, you will need to run a Revenue Report.
- Run a Revenue Report and Export as CSV.
- Open the report in Microsoft Excel.
- From the Insert tab, click the PivotTable command.
- Match Client to the Rows box and Collected Time to the Values box.
For more information on using Pivot Tables, please see: Tutorial - How to Use a PivotTable to Create Custom Reports in Microsoft Excel.