Dashboards & Reporting

CLawson4
Member

Report Filter not limiting data

SOLVE

Creating a customized report and use ContactOwner, no matter which flavor of the filter it will not limit to the assigned name.  Example:  ContactOwner contains all of "Jane Doe".  It is not limiting the data results to only those contacts owned by Jane Doe.

0 Upvotes
1 Accepted solution
Annie_Birai
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Report Filter not limiting data

SOLVE

Have you tried building it with the single object report builder instead of the custom report builder?

View solution in original post

0 Upvotes
Annie_Birai
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Report Filter not limiting data

SOLVE

Have you tried building it with the single object report builder instead of the custom report builder?

0 Upvotes
CLawson4
Member

Report Filter not limiting data

SOLVE

@Annie_Birai I ended up using that.  I was trying to use the custom just to see what flexibility it provided but sticking with the basics for now.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Report Filter not limiting data

SOLVE

Hi @CLawson4,

 

Could you please share a screenshot of the report filters / settings?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
CLawson4
Member

Report Filter not limiting data

SOLVE

CLawson4_0-1641398150245.png

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Report Filter not limiting data

SOLVE

Hi @CLawson4,

 

Instead of "contains all of", can you try "is any of"? It shouldn't make a difference – in my portal, testing a report on my end, it does.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
CLawson4
Member

Report Filter not limiting data

SOLVE

It did not make a difference.  I have tried a combination of all options with no success.  Thanks for your feedback, I'm willing to try most anything to fix this.

0 Upvotes