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 customize how your report appears by hiding, unhiding, and reordering columns.
- Go to the main Reports tab.
- Select the Classic reports tab, and under that, the Reports subtab.
- Select a report category under Categories.
- Click the name of the report you want to generate.
- Select your filter parameters.
- 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 columnsYou can hide, unhide, and reorder columns for the following Clio Manage reports: Clio Payments ledger report, Clio Payments transaction report, billing rate report, client activity report, fee allocation report, matter balance summary report, matter productivity by user report, originating attorney revenue 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.- 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.
- 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.
- Click Reset to default to reset the report columns to their original view.
- 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.
- Click Generate report.
- 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.
- Go to the main Reports tab.
- Select the Classic reports tab, and under that, the Reports subtab.
- Select a report category under Categories.
- Click the name of the report you want to generate.
- Select your filter parameters.
- Select Save as a preset.
- Enter a recognizable name for the preset.
- Click Save preset. You can also click Save & generate to save the preset and generate the report immediately.
- Go to the main Reports tab.
- Select the Classic reports tab, and under that, the Reports subtab.
- Select a report category under Categories.
- Click the name of the report you want to generate.
- Select your filter parameters.
- Select Save as a preset.
- Enter a recognizable name for the preset.
- Next to Add Schedule, toggle the button on.
- Under Repeat, select the cadence of the report preset and the time and/or date. Reports will be sent to your inbox for up to 12 months.
- Daily: The scheduled preset will be run at the same time each day.
- Weekly: The scheduled preset will be run at the same time each week on the selected days.
- Monthly: The scheduled preset will be run at the same time on a monthly cadence of your choice. You can choose to have it delivered at any monthly interval of your choice from every month to every 12 months.
- Select the time that you want the schedule to begin and the date that you want the schedule to be effective.
- Generate report at: The first report will be generated at the selected time.
- Schedule effective from: This option allows you to automatically generate the first report at a future date. For example, if this date is set to July 15 and the schedule is set to repeat every month on the first of the month, the first report will not be generated until August 1.
- Click Save preset. You can also click Save & generate to save the preset and generate the report immediately.
- Go to the main Reports tab.
- Select the Classic reports, then Presets.
- Click Generate next to a preset’s name.
- Go to the main Reports tab.
- Select the Classic reports, then Presets.
- Click the report preset name.
- Change the filters.
- Click Save preset.
- Go to the main Reports tab.
- Select the Classic reports, then Presets.
- Click the down arrow next to Generate and select Delete.
- When the warning prompt appears, select Delete preset.
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.
- Go to Reports > History.
- Sort the table by Date generated or Report name. By default, the table is sorted by the date a report was generated.
- Optional: Click Filters to filter the table by category, report output, or date generated.
- Optional: Enter a keyword in the Search by report name field to do a keyword search.
- Click a report’s name to view the report in the same output format that it was originally generated.