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
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.
- Go to Reports.
- Select Matter Report or Referral Report.
- Optional: Click Apply Filters to restrict data.
- 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.
- Go to Reports.
- Select Matter Report or Referral Report.
- 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.
- Click Apply Filters.
- Select a date range or enter a custom range, and then select or deselect matter type, lead source, or user selections.
- Click Generate Report.
- Go to Reports.
- Select Matter Report or Referral Report.
- Select the table icon.
- Optional: Click Apply Filters to restrict data.
- Click Download CSV.
- Optional: Print the downloaded CSV.
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 Web format.
- Go to Reports > Reports.
- Select a report category under Categories.
- Click the name of the report you want to generate.
- Select your filter parameters.
- Click Generate report.
- Optional: If you downloaded the report as 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, 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 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 Reports > Reports.
- 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 Reports > Reports.
- 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 Reports > Preset.
- Click Generate next to a preset’s name.
- Go to Reports > Presets.
- Click the report preset name.
- Change the filters.
- Click Save preset.
- Go to Reports > 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.
