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Matter Productivity by User Report and Productivity by User Report Showing Different Billable Amounts

Issue:

Environment:

  • Clio Manage

Cause:

  • The Productivity by User Report does not show non-billable Matters

Answer:

  • Even if there are billable Activities (Time Entries/Expenses) recorded on a non-billable Matter, as the Productivity by User Report does not show non-billable Matters, it will ignore the non-billable Matter, excluding it from the Productivity by User Report, thus leading to a lower billable amount compared to the billable amounts being shown in the Matter Productivity by User Report
  • To track billable Time Entries and Expenses on a non-billable Matter, please run a Matter Productivity by User Report

 

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