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:
- Go to the Activities tab
- Click Filters
- Under Firm User select a User or All Users
- Under "Invoice Status" choose time entries you want to report on
- 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