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How do I Report on Non-Billable Time?

Objective:

  • Show Non-billable time on Report
  • Generate Report for Non-Billable Time
  • Is There a Report for Non-Billable Time
  • Create a Report with Non-Billable Time

Environment:

  • Clio Manage

Additional Information:

  • To Learn About the Matter Productivity by User Report, click here
  • To Learn How to Create Non-Billable Time Entries, click here
  • To Learn How to Find a List of Non-Billable Matters, click here

Procedure:

There are two ways to report on non-billable time: an Activities Export or the Matter Productivity by User Report. 

Activities Export:

  1. Go to the Activities tab
  2. Click Filters
  3. Under "Invoice Status" choose Non-billable
  4. Click Apply Filters
  5. Click Export
  6. Choose either PDF or CSV

Matter Productivity by User Report:

  1. Click Reports
  2. Click Matter Productivity by User Report
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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