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Unable to See the Dashboard Metrics


  • The Performance Metrics and Detailed Annual Report are missing from the Dashboard tab


  • Clio Web App

Additional Information:

For more information on Permissions please see this article.


The firm member accessing the Dashboard does not have the "Billing" Permission and/or the "Reports" Permission within Clio


An administrator within the account will need to add the "Billing" and "Reports" Permission to this user for them to be able to see these pieces of information from the Dashboard.

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