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Why Doesn't the Originating Attorney Report and the Revenue Report Match?

December 04, 2020 18:57

Objective:

Reports not matching
The totals on the Originating Attorney Report don't match the Revenue Report

Environment:

Clio Manage

Additional Information:

n/a

Answer:

The Revenue Report, when selecting a specific User, reports on all Activities across all Matters, including ones that the User isn't the Originating Attorney.

The Originating Attorney Revenue Report will report on all Activities on Matters that the User is the Originating Attorney for, including Activities from other Users.