KCS - When Generating Reports for a Specific User, Why am I seeing non Firm Members Names?

Objective:

  • to determine who Reports can be generated for
  • why are there non firm members in my drop down

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Some Reports, such as Productivity by User, Fee Allocation, Origination Report, Revenue Report, will show a list of Firm Users and a list of anyone you have shared a Matter with via Clio Connnect. 

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