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Why Can't I See the Detailed Annual Report in My Dashboard?

Objective:

  • I don't see the detailed annual report
  • Why doesn't my dashboard have a line graph?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

In order to see the Detailed Annual Report and your personal Performance Metrics, the following is required:

You must have Billing permissions enabled, Billing Rate Visibility set to Limited or All and your Billable Hours Target set up to see financial reports such as the Detailed Annual Report or performance Metrics. 

 

 

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