Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality