topic Re: Report settings - dont understand error in Dashboards & Reporting

Report settings - dont understand error

gelflex-cc — Tue, 02 Apr 2019 13:12:05 GMT

Today I changed settings in reports to show "this week" rather than a rolling 30 days.

Please note, I have not created any filters for this.

Can anyone explain the error and where to go to adjust?

Re: Report settings - dont understand error

jennysowyrda — Fri, 05 Apr 2019 14:35:43 GMT

Do you have the option to choose the filter "is any of" instead of "is equal to"? Can you please try editing/updating the filter (either through updating or creating an additional filter and then deleting the old filter) to "is any of"?

Thank you,
Jenny

Re: Report settings - dont understand error

gelflex-cc — Fri, 05 Apr 2019 14:53:28 GMT

@jennysowyrda It is not an available filter from the dashboard. The only changes I have ever made to the dashboard report filters is for time frame. I dont know where the engagement filters are.

Re: Report settings - dont understand error

jennysowyrda — Mon, 08 Apr 2019 13:12:35 GMT

Hi @gelflex-cc,

Can you please share which report specifically you are looking to change the filters on?

If you can send screenshots from the general dashboard you're working in, as well as which report, that would be great!

Thank you,
Jenny

Re: Report settings - dont understand error

gelflex-cc — Mon, 08 Apr 2019 13:15:28 GMT

@jennysowyrda This is for productivity from the sales dashboard.

Re: Report settings - dont understand error

jennysowyrda — Mon, 08 Apr 2019 19:50:55 GMT

Hi @gelflex-cc,

Thank you for sharing and confirming where you are in the tool. Can you please confirm the issue occurs after clearing your cache and cookies and across multiple browsers?

If it is, can you please collect a har file and send it to me?

Thanks,
Jenny

Re: Report settings - dont understand error

gelflex-cc — Tue, 09 Apr 2019 15:08:58 GMT

Hi @jennysowyrda Happy Tuesday!

At the moment I am the only active user. The error occurred consistently and then stopped. The big issue is I don't know how to get to the engagement filters as they are greyed out.

This version is Free. Are the engagement filters paid?

Thanks.

Re: Report settings - dont understand error

jennysowyrda — Thu, 11 Apr 2019 21:52:30 GMT

Hi @gelflex-cc,

The filters should work for all subscription levels.

Thank you,
Jenny

Re: Report settings - dont understand error

gelflex-cc — Mon, 15 Apr 2019 14:02:22 GMT

@jennysowyrda

HubSpot Free

Goal - understand the errors received to make proper adjustments for future

Email of sales dashboard has been set up and was working until today:

Went to dashboard and checked on incomplete task settings:

Error in engagement filters - these come with the reports not set by me.

What can I do to rectify this?

Thanks.

Re: Report settings - dont understand error

jennysowyrda — Tue, 23 Apr 2019 18:49:44 GMT

Hi @gelflex-cc,

The error will go away if you change the filter from "is equal to" to "is any of". If you do not have permissions to change the settings, can you please connect with your super admin to give you the necessary permissions?

Re: Report settings - dont understand error

gelflex-cc — Tue, 23 Apr 2019 20:58:21 GMT

Where can those setting be located?

Re: Report settings - dont understand error

jennysowyrda — Thu, 25 Apr 2019 18:45:54 GMT

Hi @gelflex-cc,

I think the restrictions may be due to the subscription level associated with the portal. As editing the filter would be creating a custom report, that exceeds the reporting available in the free subscription.

I am going to connect with the team regarding this matter in regards to updating the messaging. Please know that while the error is there, it is not interfering with the functionality of the report.

Thank you,

Jenny