Report not pulling all data from same field/property

Smart CRM & Sales Hub Dashboards & Reporting
1

I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc.
It was brought to my attention that there are deals not being added to the report, despite matching filters and criteria. There is even a distinct gap in time for a week, when the filter is set to show daily.

I have tried to refresh, change filters and start the report from scratch, but nothing is working. Any ideas, or things I might be missing?

2

Hi @HMasson,

Happy to help here. Without seeing the report filters and being able to cross-check the deal record, this is unfortunately a bit abstract and hard to answer. Could you share screenshots of the report filters and the corresponding values on the deal record?

Best regards!

3

Hi,

Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing the data source has now pulled all the information.