KCS - What Reports can I Run for a Deactivated User?

Objective:

  • Are there any reports I can run if a user is deactivated? 
  • When I disable a user can I still run reports for them?

Environment:

  • Clio Web App

Additional Information:

To run a Activities Report for a deactivated user, please click here

In order to generate a Revenue Report for the specific user, you must temporarily reactivate them first.

Answer:

You still have the ability to run the Activities Report,  Work in Progress Report, Invoice Payments Report. You won't be able to filter specifically for this user however you can run the Report for All Users and you will still get data for the deactivated user.

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