Important Update: ShareDo officially became Clio Operate in March 2026. For all existing users, accessing your Clio Operate/ShareDo product is still via the same URLs and logins as provided at set up -- there are no changes to your hosting domain. Some instances of ShareDo may appear in how-to guides or video tutorials as we transition our resources to our new branding.

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Home Managing Cases and Tasks

Working with Reports

A powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics.

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  • Reports Overview (from 7.10)

    The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics,...

    First posted: October 28th, 2025 238 views 0 likes

  • Create ShareDo Reports (from 7.10)

    You can easily design and create a ShareDo report based on List View data.  You can also edit and customise any of the reports....

    First posted: October 28th, 2025 431 views 0 likes

  • Create Interactive ShareDo Reports & List Views (from 7.10)

    You can link ShareDo reports together interactively. So clicking on something on one report will filter the results in another. And not just reports,...

    First posted: November 3rd, 2025 439 views 0 likes

  • Create a Reports Dashboard (from 7.10)

    A Dashboard is a selection of ShareDo reports grouped together.   Go to Modeller > Reports >  Click the New + icon in the...

    First posted: November 3rd, 2025 396 views 0 likes

  • View Reports from the Workbench (from 7.10)

    The Reports menu provides users with access to view reports. Tasks This displays 2 dashboard:   Mysite team task dashboard Mysite task dashboard Reports...

    First posted: November 4th, 2025 185 views 0 likes

  • Modeller Report Builder - Create Reports & Dashboards

    ShareDo Reports, Dashboards & PowerBI Reports can all be created in Modeller > Reports. Create ShareDo Reports Create ShareDo Reports (from 7.10) You can...

    First posted: November 10th, 2025 237 views 0 likes

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