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Why Don't the Amounts on the Billing History Report and Activities Export Match for the Same Date Range?


  • Why doesn't the Billing History Report match the Activities Export?


  • 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.


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
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