Clio Reports
The following articles provide a basic overview of the Reports available in Clio.
Videos
Articles
- Accounts Receivable Aging Report
- Accounts Receivable Report
- Activities Export
- Bank Account Activity Report
- Billing History Report
- Can I Filter Out Clients with Trust Funds in Client Level From Trust Management Reports?
- Can I Generate an Invoice Payments Report for an Inactive User?
- Can I Run a Report for Matters That Have No Activity?
- Can you Generate a Report of Matters That Have Not Been Billed in the Last 60 or 90 Days?
- Client Activity Report
- Client Ledger Report
- Clio Reports
- Comparing Activity and Billing Reports
- Contact Information Report
- Does The Originating Attorney Revenue Report Show Deactivated Users
- Fee Allocation Report
- How are Discounts Distributed Amongst Line Items on a Bill?
- How Do I Find Out Which Matters Have Unbilled / Billable Activities?
- How Do I Get The Unique Clio Contact ID# to Display When Generating Reports
- How Do I Report on All Client's Activity Entries for Multiple Matters?
- How Do I Report on Revenue and Loss?
- How to Generate a Client Activity Report
- How to Generate a Report that Lists all Services and Expense by Matter?
- Is it Possible to Show Pending Transactions on an Accounts Receivable Report?
- Is There a Report that Includes all Time Entries Broken Down by Matter?
- Is There a Report That Shows Everything a Client Has Paid?
- Is There a Report That Shows Just Billable Time?
- Is There a Report that Shows Matter Permissions?
- Is There a Report That Shows Total Owing Balance Per Day?
- Matter Balance Summary Report