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Revenue Report for All Users does not have the same totals as when run for each separate User added together

Issue:

  • Revenue Report for all Users does not have the same total as the sum of Revenue Reports for each User together
  • When I run the Revenue Report for each User in my account separately and add the totals together, I come up with a different amount than the totals from when I run the Revenue Report for All Users

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

The Revenue Report does not include any Taxes, Interest, or Time and Expense Entries that are not related to a Matter unless the Report is run for All Users

Resolution:

1. Understand the reason for the difference and adjust expectations of the report accordingly 

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