Dashboards & Reporting

CLawson4
メンバー

Report Filter not limiting data

解決

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.

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Annie_Birai
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Report Filter not limiting data

解決

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

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Annie_Birai
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Report Filter not limiting data

解決

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

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CLawson4
メンバー

Report Filter not limiting data

解決

@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.

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Report Filter not limiting data

解決

Hi @CLawson4,

 

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

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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CLawson4
メンバー

Report Filter not limiting data

解決

CLawson4_0-1641398150245.png

 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Report Filter not limiting data

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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CLawson4
メンバー

Report Filter not limiting data

解決

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.

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