For a while now, I’ve been updating our dashboards and reports. I’m used to the old layout, and now the settings are changing in the reporting builder. We have a lot of table overviews on incoming leads by months with the assigned lead status. Unfortunately, I can’t change those anymore for weeks now, due to the error message below.
Our old dashboard:
That’s the error message:
I don’t have the option anymore for this report to check on the settings, filters, or change any of the settings, so my only conclusion for now is to rebuild this kind of report.
But with the new layout and options in the report builder, I’m completely lost. Here is the screenshot on how far I came, but whatever settings I choose, it wouldn’t look like the original:
Filters I’m using are only create date this fiscal year and the selection of our segment.
