Reports: common questions
Quick answers to the questions people ask most about reports: empty results, missing options, exports, permissions and scheduling.
Most report hiccups come down to filters, the chosen record type, or who owns the report. These are the things people hit most often. For step-by-step guides, see the articles above.
Tip. When in doubt, lean on the Live preview while building. It shows the exact rows and row count your settings produce before you save.
Common questions
My report says "No rows match this report." Why?
A filter is too strict, or the date range excludes your data. Loosen the conditions or set the range to All time, then narrow back down from there.
I can't see Count, Sum or a chart. Where are they?
Those only appear in summary mode. Tick Group & aggregate (summary mode) first; the measures and the chart options show once summary is on.
There's no Edit or Delete button on a report. Why?
Only the owner can change a report. Click Duplicate to get your own editable copy, which is always private to you.
My Excel or PDF export was blocked. What do I do?
The report has too many rows for that format. Export as CSV instead. Very large CSVs are prepared in the background, and you'll be notified when one is ready.
A record type is missing from the list. How do I get it?
You only see record types you have permission to read. Ask an owner or admin to grant access under Settings → Roles & Permissions.
My scheduled email didn't arrive. What should I check?
On the report's Scheduled email delivery panel, confirm the recipients are correct, the schedule isn't paused, and the timezone is what you expected.