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Unable to See the Dashboard Metrics

Issue:

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

Environment:

  • Clio Manage

Additional Information:

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).

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