Can I View the Detailed Annual Report from Last Year?

Objective:

• How Can I See Dashboard Totals from 2017?

Environment:

• Clio Web App

Additional Information:

Note that totals from the Activities page will include Time added to Non-billable Matters as well as entries not linked with a Matter. 

Answer:

The Dashboard only displays figures from the current calendar year. As the Detailed Annual Report is based on your total time entered, as a workaround we recommend filtering the Activities page to determine those totals: 

1. Select Activities
2. Click on Time
3. Enter a start and end date or select a date range from the dropdown menu 
   
   • For monthly totals, it would be necessary to filter separately for each date range