Clio Manage Reports, Presets, and History

In Clio Manage, you can generate reports that provide nuanced insights into your firm’s data. A list of Classic reports are available for you to select then tailor to your needs using filters. If you regularly generate the same report with the same filters applied, you can save this unique combination of report and filters as a “preset”. You can also schedule a report to be automatically generated according to a timeline of your choosing.

For more nuanced reporting needs, Clio Manage also offers the ability to create Custom reports. Refer to Generate Custom Reports in Clio Manage for more information.

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 CSV and PDF format, and some reports can be generated in Excel and Web formats. If you create a report in CSV format, you can also customise how your report appears by hiding, unhiding, and reordering columns.

1. Go to the main Reports tab.
2. Select the Classic reports tab, and under that, the Reports subtab.
3. Select a report category under Categories.
4. Click the name of the report you want to generate.
5. Select your filter parameters.

6. 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 attorney solicitor report, trust ledger report, trust 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.
7. Click Generate report.
8. 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.

Generate and send Trust account statement reports

The Trust statement account report includes an option to email trust statements directly to clients in bulk. This is useful for end-of-financial-year sends, matter closures, or regular monthly reporting. Each recipient receives one email with their trust statement attached, covering all of their matters and trust accounts within the selected period.

Generate and configure the report

1. Go to the main Reports tab.
2. Select the Classic reports tab, then the Reports subtab.
3. Under Categories, select Trust.
4. Click Trust account statement report.
5. Under Select trust account, select the trust account.
   • All accounts: Generates statements across all trust accounts held by your firm.
   • Specific account: Generates statements for a single trust account. Select the account from the dropdown that appears.
6. Select client / matter
   • All clients: Generates statements for all clients with trust activity in the selected period.
   • Specific clients: Generates statements for selected clients only. Select one or more clients from the dropdown that appears.
   • Specific matter: Generates statements for a single matter. Select the matter from the dropdown that appears.
7. Under Select date range, select a preset or custom date range.
8. Under Select format, select PDF or CSV. If you select PDF, also select a page orientation.
9. Click Generate and send.

Compose the email

In the Send statement reports window:

1. Review the Email subject and Body fields.

   Note: The fields use merge fields that populate automatically for the date range you selected and date each recipient.
2. Optional: Uncheck Exclude inactive clients if you want to include clients with a nil balance and no trust activity in the last 12 months. Clients holding funds are always included regardless of this setting.
3. Click Continue to review.

Review and send

The Sending summary shows the total number of recipients, the statement period, the email subject, and a body preview.

1. Review the information in the Sending summary to confirm the recipient count, statement period, email subject, and body preview are correct.
2. Check the box for I understand that these emails cannot be recalled once sent.
3. Click Send to [number] recipients.

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.