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


Report Details:


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.