Custom Reports in Clio

Reports in Clio are designed to help your law firm track deliverables and get insights into all aspects of how the firm is performing. Classic reports in Clio Manage provide ready-to-use reports for common use cases along with the ability to customize the reports to highlight specific insights from the data. Refer to Clio Manage Reports, Presets, and History to learn how to create reports about your firm's day-to-day management data (Clio Manage data) and to Accounting Reports to learn how to create reports related to your firm's financial health and accounting reporting and statement needs.

For nuanced reporting needs, Clio offers the ability to create custom reports. With custom reports you have access to more data in Clio and additional control of filter functionality. Custom reports are in addition to your existing reports and do not replace them.

Generate custom reports

Step 1: Create a new custom report

1. For Clio Manage reports, go to the main Reports tab, then select the Reports Beta tab. For Clio Accounting reports, go to Accounting, select the Reports tab, then select Advanced reports.

2. Click Create new custom report.

   Note: If you want to create a new report that is similar to an existing report, you can duplicate an existing report by clicking the More icon (three horizontal dots) on any of the existing cards, then clicking Duplicate and customize.

   If your firm uses Clio's AI features, you can use the prompt window to describe the report you need with natural language. When you submit the prompt, Clio's AI will preselect relevant fields and calculations to get you started. You can then make adjustments by adding or deleting fields before creating your report. Learn how to use Clio's AI features to generate reports in Clio Manage.

3. Add the report Name, Description, and Category.
4. Select your dataset. For information on the available datasets and their descriptions, refer to Custom Reports Available Datasets.

5. Add the fields and calculations to include in your report.

   • As you select fields and calculations, a preview of your report will be displayed (with sample data).
   Tip: The fields and calculations you select will be the descriptive column headers (or column name) in the data sheet. Click the question mark next to any field or calculation for a basic description of the data.
6. Once you have selected all fields and calculations to include in the report, click Create report.

To find the created report at a later time, find it in your Custom tab.

Step 2: Refine the custom report

Once you create a report, you can refine it by rearranging the columns, filtering the data, and grouping data.

• Click Columns to open the columns pane. Drag and drop the columns to rearrange them on the report. Use the eye icon for a column name to show or hide the column from view. Your report will update as you make changes to the columns.
• Click Filters to open the filters pane. When you first open this pane, a default date filter with values for the previous month will be applied. Click Add filter to remove this pre-set date filter and choose your own date range. Choose the field to filter on, then choose the condition. Your report will update as you add and remove filters or change filter conditions. You can add as many filters as you like.
• Click Groups to open the groups pane. You can currently choose up to two levels to group by. Click Apply to change the order of the row grouping in your report, or Apply and close to do the same and close the groups pane. Your report now also includes additional rows that provide summary information for your groupings.
• For relevant reports, click Currency to select the currency for your report.
• In Clio Accounting, select Accrual or Cash to choose how the report treats your transactions. Accrual shows transactions when revenue is earned and expenses are incurred, while Cash shows them when funds change hands.

If you anticipate needing this report again in the future, along with the filters and groupings applied, you can save it as a Report view.

1. Click Save report view.
2. Add a short and descriptive name.
3. Optional: To generate a report export on a recurring basis, toggle on Add schedule and complete the schedule details.
4. Click Save report view.

This will save the report that you generated in step 1 including the refinements you made in step 2 for later use. The breadcrumb indicates the sequential nature of how this particular report view is saved. The Custom Report represents the report you generated in step 1 while the Report View includes the refinements you made in step 2 (rearranging, filtering, and grouping). You can find both your Reports and your Report views in their respective sections in the Reports Beta tab in Clio Manage and in the Advanced reports tab in Clio Accounting.

View, edit, export, or delete custom reports and report views

If you are a Primary subscriber, Administrator, or have Report role permissions, you can view the custom reports and report views you created, as well as those created by any other user in Clio.

You can access report views from the following locations.

Schedule report views

To help you to keep up to date with your firm’s metrics and make insightful business decisions, you can schedule generating report views.

1. For Clio Manage, go to the main Reports tab and ensure the Reports Beta tab is selected. For Clio Accounting reports, go to Accounting, select the Reports tab, then select Advanced reports.
2. Scroll down to the Report views table and click Add schedule for the relevant report view. You can also click Schedule when viewing a report view.
   • If you previously scheduled this report, click on Daily/Weekly/Monthly to open the modal to edit the schedule
3. Add the required details including how often to generate the report, the time at which to generate the report, the start date, who to notify, and the report format.
4. Click Save schedule.

To delete a schedule, click the Daily, Weekly, or Monthly link for the report view, then Remove schedule.

Up next

• Learn about the datasets available for custom reports: Custom Reports Available Datasets