- I don't see the detailed annual report
- Why doesn't my dashboard have a line graph?
- Clio Manage
In order to see the Detailed Annual Report and your personal Performance Metrics, the following is required:
- Billing Rate Visibility must be set to Limited or All (How Do I Edit Billing Rate Visibility for Users?)
- Billing Permissions must be granted (User Permissions)
- Personal Billable Hours Target must be set up (How to Set a Billing Target)
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.