Client Reports
Videos
Articles
- Can I Filter the Work In Progress Report by Matters?
- Does Clio Have A Settlement Statement/Report?
- Is there a Report that Includes Client Trust & Client Operating and Outstanding Balances
- Can Clio Auto Generate and Send Specific Client Trust Ledger Reports?
- Why Does the Balance at the Bottom of the Trust Ledger Report Balance not Add Up to all of the Balances Under Each Client or Matter?
- Is There a Report That Shows When I Shared Items With Clients?
- Is it Possible to Generate a Productivity Report Based on Matters a User is not Responsible for?
- Why does the Billing History Report Show that A Bill is Paid but the Payment Column is showing as $0?
- Why is my Client Ledger Report Display not matching my Transactions Tab?
- Is There A Report That Shows Both Unbilled and Billed Time For Clients Over A Specific Time Period
- Can You Filter the Client Ledger Report by Matter?
- Do Closed Matter Activities Show up on Client Activity Reports?
- Can I Generate a Historical Work in Progress Report?
- Which Report will Show Matter to Matter Transfers?
- Does the Client Activity Report Include Non-Billable Time Entries?
- Why Does the Firm Trust Balance Show When I Generate a Trust Ledger for a Specific Client?
- Why Does the Bank Activity Report Show a Double Refund?
- Issue: Trust Ledger Report Is Not Displaying the Account Balance After Choosing a Date Range
- Why Is My Trust Ledger Report Still Showing $0 Balances After Unchecking "Show Clients with Zero Balance"?
- Why is the Client Section on the Client Productivity Report Blank?
- How are Time Entries Ordered on the Work In Progress Report?
- Can I Insert Page Breaks Between Clients on the Trust Ledger PDF Report?
- Can I Filter the Client Ledger Report by Zip Code
- What Does the User Setting Refer to in the Trust Management Report
- How to Generate a Trust Ledger Report and Filter by Matter Number
- Can I Create the Client Ledger Report for a Specific Account?
- Can I Remove the Overall Account Totals from the Trust Ledger Report?
- When I Run the Trust Ledger Report it's Showing Me Closed Matters
- How to Generate a Bank Account Activity Report?
- How to Generate a Trust Listing Report