Clio Manage Reports
The following sections and articles will provide you with instructions on generating Reports in Clio Manage.
Videos
Task Reports
Revenue Reports
- Why do the Collected Columns for Time and Expense not Match on the Revenue Report and the Originating Attorney Report?
- When I Generate a Revenue Report By Specific User the User Doesn't Show Up in the Report?
- Do Product Line Items Appear on the Originating Attorney Report?
- Does Collected Time on Revenue Report Include Taxes?
- Is the Fee Allocation Report Historical?
- Where is the Location Column Found in the Revenue Report?
Productivity Reports
- Why Do Collected Amounts Differ On Fee Allocation Report and Originating Attorney Revenue Report?
- Why Aren't the Unbilled Time on the Productivity by User Report and Matter Productivity by User Report?
- 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
- Are Flat Fees Included in the Originating Attorney Revenue Report?
Matter Reports
- 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?
- The Matter Balance Summary Report is Missing Bills that weren't Paid During the Selected Date Range
- How do I Report on Non-Billable Time?
- How Does the Outstanding Balance Tab Differ From the Matter Balance Summary Report?
Client 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?
- Is it Possible to Generate a Productivity Report Based on Matters a User is not Responsible for?
- Why does the Billing History Report Show that A Bill is Paid but the Payment Column is showing as $0?
- Why is my Client Ledger Report Display not matching my Transactions Tab?
- Is There A Report That Shows Both Unbilled and Billed Time For Clients Over A Specific Time Period
Billing Reports
- Can I Get Sub-Totals for Original Invoice and Interest Charges on the Accounts Receivable Report
- Why is my Accounts Receivable Report Generating a Blank Page When A Client has an Outstanding Balance?
- Is There a Report for Bill Recipients?
- Can I Find Out All The Activities That Were Taxed?
- Can I Track Which Bills Have Been Downloaded?
- Can the Invoice Payments Report show Hours for Each Time Entry?
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