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:
- Go to the Activities tab
- Click Filters
- Under "Invoice Status" choose Non-billable
- Click Apply Filters
- Click Export
- Choose either PDF or CSV
Matter Productivity by User Report:
- Click Reports
- Click Matter Productivity by User Report
- Select the appropriate report options based on the criteria you would like to report on
- Select the Output Format
- Click Generate Report