Why can't some users see report values?

Smart CRM & Sales Hub Dashboards & Reporting
1

I created a report for sales activities particularly emails for a user who is out. We want to make sure we keep an eye out for emails that may go directly to her and not others since these emails are logged. We have a problem where two of her team members see different numbers. one member views the report and sees 9 emails (the correct total) another only sees 2. Is it any reason for this?

3

Hey @cclark2,

Thanks so much for posting in the Community!

Based on this initial context, this appears to be a user permissions-related issue, but I’d also like to tag in some Community experts to see what insight they may have for us.

@Mike_Eastwood, @RubenBurdin, and @CarolinaDeMares - any idea how @cclark2 might be able to adjust this user’s visibility?

Shane, Community Manager

4

Hi @cclark2,

Could you please share more details about the exact data sources and displayed properties in the report?

From what you’re describing, it sounds like affected users do not have the permissions to see all records. Reports only show what a user is allowed to see.

If they can’t see all sales email data in the report, check if they have the permissions to view all sales emails: Manage user permissions

Best regards!

5

Hi @cclark2

This is usually a permissions issue. HubSpot reports only show data from records the person viewing them is allowed to see. So if one teammate can see everything and the other can only see their own team’s records, they’ll get different numbers.

What to check:

User permissions: Go to Settings > Users & Teams and compare both users’ access to Contacts, Companies, and Deals. The person seeing 2 probably has “Team only” or “Owned only” access.

Private emails: Some logged emails may be marked private, which hides them from other users.

Dashboard filters: Make sure both people have the same filters, like date range and owner.

Quick test: Ask the person seeing 2 to open the contact record behind one of the missing emails. If they can’t see the record or the email, that’s your answer.

Fix: Give them access to the same records, either by setting their access to “Everything” or by adding them to her team.

I hope this helps you out. Please mark it as Solution Accepted and Like to help another Community member.
This post was created with the assistance of AI tools

Thanks!