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How to Run a Client Productivity Report By Revenue


  • Productivity Report by Client based on Revenue, not billed


  • Clio Manage

Additional Information:

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


  1. Run a Revenue Report and Export as CSV
  2. Open the report in Microsoft Excel. 
  3. From the Insert tab, click the PivotTable command. pivot_create_command.png
  4. 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.


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