The Top Clients report ranks your clients based on fees billed or fees paid for a selected date range. You can filter the report by Matter Owner and Area of Law. This report does not include any expenses or taxes attached to the client invoice.
To access the report, go to Reports > Financial Productivity > Top Clients
- Date Range: You can select from the drop-down or customize your date range.
- Matter Owner: You can choose to run the report for a single Matter Owner or all Matter Owners in your firm.
- Area of Law: You can choose to run the report for a single Area of Law or all Areas of Law.
- Top Clients: You can enter the number of clients you wish to view, going up to 250 clients.
- Ranked By: You can run the report for Fees Paid or Fees Billed.
Click View to preview the report or to download, select the preferred format (Excel/PDF) and click Download.
Learn more about generating reports.