The Client Transactions Report shows a detailed statement for each client. This includes all invoices generated and payments received for all client matters.
To access the report, go to Reports > Matter Activities > Client Transactions Report
- Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year.
- Client: Check the box to choose all clients. To choose a specific client, uncheck box and type in the client’s name. You can choose to view active clients only by checking the box. To choose inactive clients, uncheck the box.
Report Printing Options
- Consolidate Client List: Check this box to consolidate client list for printing.
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.