The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Change the Refresh Frequency for Dashboard Metrics?

Objective:

  • I want information to refresh faster on my Dashboard
  • I want my firm metrics to refresh sooner on my Dashboard
  • I want information to reload quicker on my Dashboard
  • I want my Dashboard information to update more quickly
  • My metrics on the Personal Dashboard are wrong
  • Personal dashboard metrics are not accurate

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, the automatic and default refresh rate is set to 5 minutes.

However, you can manually refresh your metrics:

  1. Click on the Gear icon in the "Hourly Metrics for Firm User" box
  2. Select Save Performance Information without making any changes
  3. Navigate back to your Personal Dashboard
  4. Refresh the screen

Clio_-_Dashboard_2020-04-30_08-01-20.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality