If one of your reports is either missing records or contains results that shouldn't display, try these suggestions.
(1) Is the appropriate Report Type selected?
If you have multiple relationships built between two objects, you must select the appropriate one to get the correct results.
Example: If you’re using an "Opportunities with Contact Roles" report type, any Opportunity without a Contact Role doesn’t appear.
(2) Verify that the records expected fall into the TIME FRAME identified on the report.
If you do not see any records that fall within the defined reporting time frame, then no records are displayed on the report.
(3) Verify that the records expected fall into the FILTER CRITERIA section of the report.
Example: If the record is an Opportunity that is "Closed/Won" and the Opportunity Status in the filter is "Open," that record will not be displayed.
You’ll also want to review the built-in filters such as "All opportunities" or "My team's opportunities".
(4) Have fields from a Child Object been selected to be displayed, filtered upon, or summed?
Adding a field from a Child Object can result in the report dropping rows for which no related record exists.
(5) Does every user have a role? (displayed on user records)
Activity and Opportunity reports rely on the Role or Territory Hierarchy to determine what records should be accessible to a user. Users without a Role assigned will not have their records displayed within these reports.
This also applies for System Administrators, though as an administrator you’re permitted to click through the "Organization Drill Down."
(6) Reports created using a Custom Report Type do not follow the sharing rules on the Opportunity and Activity objects.
Example:
(7) Reports based on a "with" Custom Report Type may show varying results depending on fields that are selected to be displayed.
Review the following article for more details: Report 'Record Count' changes when 'Details' are hidden or exposed.
(8) Check your personal Time Zone setting.
Users based in different Time Zones may see different results within reports. When comparing the results you see in a report against the results a co-worker sees, be sure you’re both assigned the appropriate Time Zone within your User Detail.
(9) Verify access to filtering fields.
If your profile doesn’t have "Read" access to the fields used as report filters, these filters will not be applied when you’re viewing a report. This may lead to different results returned for different users. Contact your System Administrator if you think you should have access to a specific field that isn’t currently visible.
(10) An "Accounts" Standard Report Type uses a "My territories' accounts" or "My territory team's accounts" filter.
If an Account belongs to multiple Territories to which the running user also belongs, then the Account appears multiple times in the report. Using "My territory team's accounts" results in similar behavior when an Account belongs to multiple Territories for which the running user belongs or any descendant territories. If you would like Accounts to return a single row in such a report, consider using a Custom Report Type.
To see some additional helpful information, watch MASTER CLASS: The Ultimate Guide to Report Types.
See Also:
Notes about Filtering on Types of Fields and Values
Returns Different Record Counts to Different Users
What are some common report limits?
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