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.