Objective:

• How Do I Generate the Transaction Report?
• How do I run the transaction report?
• How do I create the transaction report?

Environment:

• Clio Manage

Additional Information:

• What Is the Transaction Report?
• Please note, this report will be generated in CSV format.

Procedure:

1. Select Reports from the main navigation menu (left side of your Clio screen)

2. Select Transaction Report (under the Online payments reports section) from the list of available reports

3. Select the appropriate report options based on the criteria you would like to report on (bank account, date range)

4. Click Generate report