Issue:

• The Utilization, Realization, and Collection Reports are missing from the Firm Dashboard

Environment:

• Clio Manage

Additional Information:

• For more information on Permissions please see this article.
• To update User Permissions please see this article.

Cause:

• The User accessing the Dashboard does not have "Billing" and/or "Reports" Permission(s) in Clio Manage

Resolution:

An Administrator within the Account will need to add the "Billing" and "Reports" Permission(s) to the affected User(s).