Solicitors missing from Solicitor Performance Analysis report

The Solicitor Performance Analysis report tracks the progress of your organization's solicitors. When running this report, a user may experience an issue when a solicitor does not show up.

Article Number: 45842

Products:

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Try all of the following steps until the issue has been resolved:

Set up a goal on the solicitor record and run the report again.
If you are including a query on the Solicitors tab, make sure that the solicitor who is missing meets the criteria of your query.
If you are choosing to pick solicitors from list, make sure that the solicitor who is missing is included.

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