Clio Reports
The following articles provide a basic overview of the Reports available in Clio.
Videos
Articles
- Can I Run a Report for Matters That Have No Activity?
- Can I Run a Report for Multiple Specific Clients, Instead of All or One Client Only?
- Can I Run a Report on a Closed Matter?
- Can I Run a Report to Show the Payment Type Entered on a New Transaction?
- Can I save Filters on Reports Page?
- Can I Select Multiple Options Under The Same Category When Filtering?
- Can I Set up a Report to Run Weekly?
- Can I Sort Reports That Are Generated as a PDF?
- Can Reports be Run on Multiple Matters?
- Can The Fee Allocation Report Capture Both Bills Issued and Bill Payments Dates?
- Can you Have Column Names be Uniform Across All Clio Reports
- Client Account Ledger Report
- Client Ledger Report
- Clio Reports
- Comparing Activity and Billing Reports
- Contact Information Report
- Do Description Notes Appear on Reports?
- Do Non-Billable Matters Appear on the Revenue Report?
- Does Clio Generate Automated Reports?
- Does Clio Have a Invoice Payment Due Report?
- Does Clio Have a Payment Plans Report?
- Does Clio have a Report for the Law Society of Ontario?
- Does Clio Have A Way to Compare Revenue From Originating and Responsible Attorneys?
- Does Clio Have Account Reconciliation?
- Does Clio Have the Ability to Generate a Statement of Equity?
- Does Clio Produce Financial Statements?
- Does HST Show on Reports
- Does the Productivity by User Report Generated by Hours Include Flat Fee Activities?
- Error: "We couldn't generate a report based on your criteria. Please try again with different report criteria."
- Fee Allocation Report