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How do I Report on Time Entries in Clio?

Objective:

  • Show time on Report
  • Generate Report for Time
  • Is There a Report for Time including non-billable
  • Create a Report for all Time per user

Environment:

  • Clio Manage

Additional Information:

  • To Learn About the Matter Productivity by User Report, click here

Procedure:

There are two ways to report on time recorded in Clio: an Activities Export or the Matter Productivity by User Report. 

Activities Export:

  1. Go to the Activities tab
  2. Click Filters
  3. Under Firm User select a User or All Users
  4. Under "Invoice Status" choose time entries you want to report on
  5. Click Apply Filters
  6. Click Export
  7. 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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