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            Troubleshoot Reports

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            Troubleshoot Reports

            Use these tips to help solve problems that arise when you’re working with reports.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            1. Why can’t I run a report on a custom or external object?
              Sometimes an object, its report types, or your access isn’t set up completely.
            2. Why do my chart labels overlap?
              Sometimes the labels for your charts can overlap and be difficult to read. There can be too much data in the same space, or the segments or wedges of the chart can be too small.
            3. Why doesn’t my report return any data?
              Check with your administrator to make sure that you have access to the records you’re trying to report on. If you’re still not seeing any results in your report, try casting a wider net.
            4. Why can't I see formula options in report builder?
              If you can't see the Add Formula or Add Summary Formula option in the Fields pane of the report builder, add a row grouping to the report. (In Salesforce Classic, change your report format to summary, matrix, or joined.) Formulas require at least one row grouping.
            5. Why doesn’t my report return the data I expect?
              Check your filters, groupings, fields, report type, and role or user hierarchy to make sure that you are asking the right questions of your data.
            6. Why am I getting an “obsolete report” error message?
              It’s possible that you’re trying to report on data that isn't available.
            7. Why is an old role name appearing in the "role hierarchy" trail of my report?
              Changes to role names aren't automatically updated in reports. To see the latest role name, change the Role name as displayed on reports field for the role record.
            8. Why aren't middle names appearing in full name fields on reports?
              If your org has Enable Middle Names for Person Names turned on, which adds a "Middle Name" field to standard objects like users, leads, and contacts, then you may notice that the "Full Name" field on reports excludes middle names.

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