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Does The Originating Attorney Revenue Report Show Deactivated Users

Objective:

  • Does Originating Attorney Revenue Report show deactivated or disabled users
  • Does the Origination Report show deactivated users

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The Originating Attorney Revenue Report will not show data for a deactivated user when it is run with the "All User" setting.

To see data for a deactivated user:

  1. Choose Specific User
  2. From the list of users, choose the user name listed under "Deactivated Firm Users"
  3. Select other settings and run the report

 

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