KCS - What Does the User Setting Refer to in the Trust Management Report

Objective:

  • What does the "Report Detail" refer to in the Trust Management Report?
  • What is shown when I select a Specific User when generating the Trust Management Report?

Environment:

  • Clio Web App

Additional Information:

For more information regarding the Trust Management Report, see here

Answer:

The User detail setting refers to the User who created the Matter. Restricting the report to a single user will only show Trust information for Matters created by that user.

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