Clio Reports
The following articles provide a basic overview of the Reports available in Clio.
Videos
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?
- What Information Does the Matters by Responsible Attorney Report Show?
- Accounts Receivable Aging Report
- Accounts Receivable Aging Report Showing $0 Statements
- 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 Entries from Closed Matters Included on the Work In Progress Report?
- Are Flat Fees Included in the Detailed Annual Report?
- Are Taxes, Interest, or Expenses Included in the Firm Dashboard Calculations?
- Balance at the Bottom of Trust Ledger Report is Higher Than Total Client Balances
- Bank Account Activity Report
- Best Practices for Reporting on Specific Practice Area Metrics in Clio (and Custom Report Workaround)
- Billing History Report
- Boutique Reporting Options for Collected Payment Totals by Originating Attorney
- 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 a Work in Progress Report For Just My Entries?
- Can I Create Reports in Different Currencies?
- Can I Download Reports in .xml Format?
- Can I Edit a Report in PDF Format?