Clio Reports

Articles

• 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?
• Accounts Receivable Aging Report
• Accounts Receivable Report
• Activities Export
• Advanced Reports for UK and European Accounts
• Am I Able to Customize the Header in Reports?
• Are Credit Notes Considered in Reporting Figures?
• Are Flat Fees Included in the Detailed Annual Report?
• Are Taxes, Interest, or Expenses Included in the Firm Dashboard Calculations?
• Bank Account Activity Report
• Best Practices for Reporting on Specific Practice Area Metrics in Clio (and Custom Report Workaround)
• Billing History Report
• Can Clio run Reports for Me?
• Can I Add a Logo to My Reports?
• Can I Add Custom Fields in Reports
• Can I Cancel a Report From Generating?
• Can I Change The Default Report Type to PDF?
• Can I Change the Font Size of PDF Reports?
• Can I Create a Custom Fields Report in Clio?
• Can I Create a Custom Report?
• Can I Create Reports in Different Currencies?
• Can I Download Reports in .xml Format?
• Can I Edit a Report in PDF Format?
• Can I Edit the Number of Columns that Appear on PDF Reports when exporting Contacts?
• Can I Eliminate the Currency Code Showing up in Reports?
• Can I Exclude Expenses From the Matter Productivity by User Report?
• Can I Export a Report that Includes Closed Matters and Contact Address?
• Can I Filter for a List of Activities by Inactive Users?
• Can I Filter Reports by Matter Billing Preferences?