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How Do I Generate a Report for a Deactivated User?

Objective:

  • Generating a Report for a Deactivated user 
  • Is there a way to get a report for a former user?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Select the name of the Report you are trying to generate
  3. In the relevant Firm User field, select the deactivated user from the Deactivated Firm Users field
  4. Enter any other relevant settings
  5. Click on Generate Report 
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