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
- Client Activity Report
- Client Ledger Report
- Clio Reports
- Comparing Activity and Billing Reports
- Contact Information Report
- Fee Allocation Report
- Invoice Payments Report
- Matter Balance Summary Report
- Matters by Responsible Attorney Report
- Matters Report
- Originating Attorney Revenue Report
- Productivity by Client Report
- Productivity by User Report
- Revenue Report
- Task Productivity by User Report
- Task Progress by User Report
- Trust Ledger Report
- Trust Listing Report
- Trust Management Report
- Video: Global Search
- Video: Reports
- Work In Progress Report