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 Report
Go to Reports > Matter Activities > Client Transactions Report
Date Range: The date range options you have are All Dates, 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 Print Options
Check box to consolidate client list
To preview the report, click view.
When ready, click download.