Reports - Clio Manage
The following sections and articles will provide you with instructions on generating Reports in Clio Manage.
Videos
Online Payments Reports
- Video: Deposit Report
- What is the Deposit Report?
- How Do I Generate a Monthly Statement Report?
- How Do I Generate the Ledger Report?
- How Do I Generate the Transaction Report?
- How Do I Generate the Deposit Report?
Task Reports
Revenue Reports
- Understanding Partial Payment Allocation
- Does The Revenue Report Show Deactivated Users?
- Does the Fee Allocation Report Include Contingency Matters?
- Why Does the Collected Amount on My Revenue Report Different than the Collected Totals on the Firm Dashboard?
- Can I See How Much Each Attorney Has Billed for a Specific Invoice?
- Why do the Collected Columns for Time and Expense not Match on the Revenue Report and the Originating Attorney Report?
Productivity Reports
- Does the Productivity by User Report Have a Daily Breakdown?
- Why Do Collected Amounts Differ On Fee Allocation Report and Originating Attorney Revenue Report?
- Unbilled Time on the Productivity by User Report and Matter Productivity by User Report Don't Match
- Matter Productivity by User Report and Productivity by User Report Showing Different Billable Amounts
- Which Report Will Show My Highest Billing Clients?
- Issue: Matter Productivity Report Always Shows MM/DD/YYYY Date Format for Activities
Matter Reports
- Report on Matters Not Being Worked On (Matters left untouched)
- How do I Report on Time Entries in Clio?
- Can I Create A Custom Time Entries Report for Court?
- Can You Order the Matter Balance Summary Report Alphabetically?
- Can I run a Report for my Time Used in Clio?
- Will a Pending Matter Show Up on the Accounts Receivable Report?
Client Reports
- Can I Filter the Work In Progress Report by Matters?
- Does Clio Have A Settlement Statement/Report?
- Is there a Report that Includes Client Trust & Client Operating and Outstanding Balances
- Can Clio Auto Generate and Send Specific Client Trust Ledger Reports?
- Why Does the Balance at the Bottom of the Trust Ledger Report Balance not Add Up to all of the Balances Under Each Client or Matter?
- Is There a Report That Shows When I Shared Items With Clients?
Billing Reports
- Is There a Way to Print Credit Notes?
- Is There a Report for Voided and Deleted Bills?
- Can I Filter the Accounts Receivable Report by Matter Billing Preference?
- Why Is the Accounts Receivable Aging Report Showing Blank Under Originating Attorney?
- How to Find Bills with Specific Issue Dates
- How to Measure User Productivity on a Flat Rate Matter
Clio Reports
- How to Create an Activities Report for a Matter
- Is There a Report Showing All Time Entered and Available Trust Funds for a Client/Matter?
- What Information Does the Matters by Responsible Attorney Report Show?
- Accounts Receivable Aging Report
- Accounts Receivable Aging Report Showing $0 Statements
- Accounts Receivable Report