KCS - Can I Create a Work in Progress Report for Just My Entries?

Objective:

  • Report on unbilled Time Entries for a specific User

Environment:

  • Clio Web App

Additional Information:

  • Use the Filters options in the Activities tab to view entries for a particular Firm user.
  • You can also choose to group results by User when generating the Work in Progress Report to see each individuals work separately. 

Answer:

No; while you can specify that the Report include just entries from Matters with a particular Responsible Attorney or Originating Attorney, it will display the entries for all users on the relevant Matters. It is not possible to restrict the Report based on the user linked to each entry. 

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