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.