Why Are There Matters Included on the Matters Report That I Can't See on the Main Matters Page?

September 08, 2021 20:29

Objective:

Why can't I find a matter that shows up on a report?

Environment:

Clio Manage

Additional Information:

The Matters Report displays information about all Matters in a Clio Account, regardless of Matter Visibility Permissions on any specific Matter.

Answer:

Matters included on the Matter Report that you cannot see on the main Matters page will have Matter Visibility Permissions set to a group or individual that does not include your current User.