Objective:
- Why doesn't the Billing History Report match the Activities Export?
Environment:
- Clio Manage
Additional Information:
Clio's Reports/Exports are not designed to be compared to one another—they pull information based on different filters to report for on different metrics.
Answer:
The Billing History Report is based on the Issue Date of Bills, whereas the Activities Export is based on the Activity Date.
e.g. An Activity is entered with a date of Jan 1st and it is Billed on Feb 1st:
- January's Activities Export will include the Activity
- February's Activities Export will not include the Activity
- January's Billing History Report will not include the Activity
- February's Billing History Report will include the Activity