Troubleshooting custom reports

When you build a report that doesn't return proper results, it's very likely that the issue is with the data in your records or the conditions set in your filters

Here are a few common hurdles you might encounter:

Incomplete data entry

When a user is creating records, it's always possible they'll miss a field or enter something incorrectly.

Reports will be accurate only if the fields they search through are complete and updated. Having good staff training or a system in place will help keep these important fields—and your reports—up to date.

You can also create exception reports to check for missing data. With an "Is Empty" filter, you can find records that are missing data to help you catch and fix those issues. You can even set up a scheduled report to check for problems on a regular basis. 

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Conflicting "AND" filters

One thing that will create a report that returns no data is having two AND conditions for a single-value field.

For example, say you wanted to filter by the status of a record. Since a record cannot be In Progress "and" Not Started at the same time, the report couldn't return any results.

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But if you change the AND to an OR, Insightly will be able to find records that are In Progress "or" Not Started.

Remember that the AND operator restricts the number of results and the OR operator expands the number of results.

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Date filter issues

Insightly's date filters can be set up with static dates or relative dates.

A static date is a single date entered directly into the field, like 10/31/2019.

A relative date is a date reference like Today, Next Week, or Last Quarter.

If today is 09/30/2019 and you'd like a report to monitor all Prospects created after today, you would want to enter the static date. Then, every time you run the report in the future, you'll see the new Prospects that have been added since that date.

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If you entered "Today" instead, there would never be any results, because that selection will always look at the current date. Insightly reporting is good, but cannot tell the future.

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When troubleshooting reports, examine each of your parameters, carefully. When you follow the logic in your filters one step at a time—even when using advanced filter logic—you'll figure out how to get the results you need.

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