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Are There Any Reports Specific to Clio Payments?

Objective:

  • Can I report on Payment Plans payments?
  • Can I report on Secure Payment Links?
  • Can I report on Clio Payments?
  • To determine if there is a way to generate a Report only on Clio Payments

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. 

This is currently a Feature Request in our internal database.  If you would like to add a vote towards bringing this functionality to Clio, please email us at support@clio.com 

As a workaround, you can create an export of the information on Clio Payments on a spreadsheet program. 

  1. Click on Clio Payments on the left-hand sidebar 
  2. Click on Filters on the top right-hand side 
  3. Select Date Range and/or Bank Account you would like to filter by
  4. Click on Apply filters 
  5. Click on Export at the bottom of the page
  6. Export as CSV
  7. Select column layout
  8. Click Export 
  9. Manually manipulate data for a Clio Payments Report 
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