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How Far Back Does the Firm Dashboard Go?

April 18, 2022 13:10

Question:

How far back can I fetch information from Firm Dashboard?
For how many years can firm dashboard show the information?

Environment:

Clio Manage

Additional Information:

To know more about Firm Dashboard, click here

Answer :

The Firm Dashboard presents data by your desired year (for the year to date and 2 prior calendar years to 2020), and can be adjusted with the date selector at the top of the page.