The 2021 Clio Cloud Conference is Happening Now!

How to Run a Client Productivity Report By Revenue

Objective:

  • Productivity Report by Client based on Revenue, not billed

Environment:

  • 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

Procedure:

  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.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality