Report troubleshooting
Debug missing sections, stale-looking numbers, print issues, or confusing report modes with the right evidence.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Reports from the sidebar or open the exact report URL you were given, then wait for the report canvas to finish rendering.
- Use Report mode for client review, Split mode for evidence checking, and Data mode for row-level audit before handling report troubleshooting.
- Inspect the cover, criteria, metric cards, charts, tables, and final page in the rendered report before downloading or sharing.
- Use the named button for the action you need: Share for recipient links, Download report for PDF/export, or mode controls for Data/Split/Report review.
- Open the resulting shared link or downloaded PDF and compare it to the report you just inspected.
- If the expected result does not happen, copy the full URL from the browser address bar, open Account Settings and note the signed-in email, take a screenshot of the current page, and write down the last button or link you clicked.
Mistakes to avoid
Sending a report before checking the exact Data, Split, or Report mode the recipient will open.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.