Generate Reports, Presets, and History

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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.

Tip: Learn more about reports and report categories offered in Clio here.

Clio Grow reports

Clio Grow offers two reports, both of which are easily accessible directly from the Reports tab. You can filter both reports to view data with specific parameters, including by date range, matter type, lead source, and user, and download and print CSV files of tabular data.

Note: You cannot print the Clio Grow report charts.
View Filter Download and print
  1. Go to Reports.
  2. Select Matter Report or Referral Report.
  3. Optional: Click Apply Filters to restrict data.
  4. Optional: Select the chart icon to view the data as charts. You can also select the table icon to view the data in tabular format.

 

Clio Manage reports

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 Web format.

Important: Restricting the date range for some reports can cause discrepancies between report output data and information in Clio Manage. This is most common when activities are reported in one month and generated on a bill the following month. Affected reports include the following: revenue, originating attorney revenue, productivity by user, productivity by client, matter productivity by user, and trust listing.
  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. Click Generate report.
  6. Optional: If you downloaded the report as CSV or PDF file, print it from your computer.

 

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, which means you no longer 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 daily, weekly, or monthly. Once your scheduled preset is generated, you will be notified by email.

Note: This feature is not available for Clio Payments reports or any LSA compliance reports.
Generate Schedule View Modify Delete
  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. Select Save as a preset.
  6. Enter a recognizable name for the preset.
  7. Click Save preset. You can also click Save & generate to save the preset and generate the report immediately.

 

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.

Note: You can only see reports that you generated. You do not have access to reports generated by other firm users.
  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.

 

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