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

December 11, 2020 14:40

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.