Why Doesn't the Revenue Report Match the Client Activity Report?

Objective:

• Why Doesn't the Total Collected on the Revenue Report Match the Total on the Client Activity Report

Environment:

• Clio Web App
• Reports

Additional Information:

The Revenue Report is a historical report driven by payment date so if you run the report for a given date range, only payments received within that date range will be captured.

The Client Activity Report shows all Activities performed during a date range, even if payment was collected for them outside of that date range.

Answer:

The difference arises due to Activities that were performed during the date range (captured in Client Activity Report) that weren't paid until after the date range (not captured in Revenue Report).