A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Is the Revenue Report Historical?


  • Understanding the Revenue Report 


  • Clio Manage

Additional Information:

  • For more information on historical reports, click here.
  • For more information on the Revenue Report, click here


Yes, the Revenue Report is historical, meaning that restricting your Report to a specific date range will show what status the information was in at the time of the date range specified. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality