Generate Reports, Presets, and History

Reports in Clio are easily accessible from the Reports tabs in both Clio Grow and Clio Manage. In Clio Manage, you can generate reports with filters, save presets of specific filters for most report types, and view a history of the reports you generated.

Generate reports in Clio Grow

You can access three different reports directly from the Reports tab in Clio Grow. Each report allows you to filter data based on specific parameters to meet your needs.

Matter revenue report

The Matter Revenue Report provides a detailed overview of the revenue generated from matters in Clio Grow and Clio Manage. Before generating, convert contacts and matters from Clio Grow to Clio Manage so data fields populate accurately.

This report shows contact-level data for matters in Clio Manage, including contact information, lead source from Clio Grow, referrer from Clio Grow, and matter details from Clio Manage. If a matter exists only in Clio Grow, the report will not display any associated Clio Manage fields.

1. Go to Reports.
2. Click Matter revenue report.
   • To generate this report, first enable shared contacts.
3. Set all report filter parameters as necessary. A list of filter parameters are provided here, along with a brief description of each parameter.
4. Click View report.
   • Once generated, click the blue quick links to view contacts or matters in Grow and Manage.
   • Optional: Click Columns to adjust the columns included in the report, and Update columns to apply the changes.
   • Optional: Click Filters to adjust the columns included in the report, then click Apply filters to apply the changes.

   Note: To download this report, click Download CSV. The CSV will include all previously selected columns and pages. You can also print the downloaded CSV.

Matters added report

This report shows a chart and table view of matters added, the estimated value entered in Clio Grow, and the Conversion rate. You can filter this report to view data with specific parameters, including by date range, matter type, status, lead source and users, then download and print CSV files of tabular data.

1. Go to Reports.
2. Select Matters added report.
3. Optional: Click Apply Filters to adjust the data according to your needs, then click Generate Report to apply the changes to the report.

Referral report

You can generate a referral report for details on how clients find your firm. After you generate the referral report, you can filter to view data with specific parameters, including by date range, matter type, status, lead source and users, then download and print CSV files of tabular data

Generate reports in Clio Manage

Each Clio Manage report has a specific set of filters that apply to that report. You can generate various configurations of each report to suit your reporting needs. You can generate most reports in both CSV and PDF format, and some reports can be generated in Excel and Web formats. If you choose to generate a report in CSV format, you can also customize how your report appears by hiding, unhiding, and reordering columns.

1. Go to Reports > Reports.
2. Select a report category under Categories.
3. Click the name of the report you want to generate.
4. Select your filter parameters.
5. Under Output format, select how you want to view the report. If you choose CSV format, click Select and reorder columns to hide, unhide, and/or reorder columns in the report. 
   
   Select and reorder columns

   You can hide, unhide, and reorder columns for the following Clio Manage reports: Clio Payments transaction report, Clio Payments ledger report, billing rate report, client activity report, fee allocation report, matter balance summary report, matter productivity by user report, originating solicitor revenue report, client account ledger report, client account management report, and revenue report.
   

   Note: Hiding a column will not delete any data from the report. Your generated report will not show the column data, but you can always activate the hidden column if you need to see that data.

   1. The columns listed under Active columns will appear in the report in the listed order once the report is generated. If you do not want a column to appear in the report, uncheck the box next to a column's name to hide it, or click the three line icon next to a column's name to drag and drop the column under Hidden columns. If you want to reorder the active columns, click the three line icon next to a column's name to drag and drop the column to any position around another active column.
   2. The columns listed under Hidden columns will not appear in the report once the report is generated. If you want to show a hidden column in the report, check the box next to the column's name or click the three line icon next to a column's name and drag and drop it from Hidden columns to Active columns.
   3. Click Reset to default to reset the report columns to their original view.
   4. Click Clear selected to uncheck all columns and move them under Hidden columns. You are required to select at least one column in order to generate the report.
6. Click Generate report.
7. Optional: If you downloaded the report as a CSV or PDF file, print it from your computer.

Generate, schedule, and manage reports presets

With report presets in Clio Manage, you can quickly generate reports you access on a regular basis. When generating a report, you can save the selected filters as a preset that you can edit at any time, eliminating the need to remember your report filters every time you generate the same report. You can also schedule one of your own presets to be run at any cadence that works best for you and enable report generation at a future date of your choice. Once your scheduled preset is generated, you will be notified by email.

View reports history table

The reports history table in Clio Manage shows a record of reports that you ran in the previous six months. When you generate a new report, the record will appear as a new line item in the history table.

1. Go to Reports > History.
2. Sort the table by Date generated or Report name. By default, the table is sorted by the date a report was generated.
3. Optional: Click Filters to filter the table by category, report output, or date generated.
4. Optional: Enter a keyword in the Search by report name field to do a keyword search.
5. Click a report’s name to view the report in the same output format that it was originally generated.